Wondering How Other Advisors Make Their Seminars So Successful? Here Are Six Mistakes They Avoid Hot

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Seminars can be a great way to grow your business—if you do them well and know what to avoid.
 
The first mistake is one that can threaten your entire marketing plan, not just the seminar component. Being clueless about what your competitors are doing keeps you in the dark and can make it impossible to differentiate yourself. Here’s where your clients can help you keep track of what they hear from the competition and collecting information about what types of seminar invitations they receive.
 
Testing your ideas with a small part of your market can tell you how well that brilliant idea you just had might go over with your clients and their friends. Trying to save money on your invitations, especially by only sending electronic ones, can send a message that’s too vague to incite interest. Bullet points that hit at the heart of the benefit clients will receive if they attend your seminar will increase your odds of getting a good crowd.
 
Location, location, location also holds true for your seminar venue. And making sure your presentation is interesting to your audience and not just to you and your team is critical. This is another time when viewing your clients’ needs from their perspective is vitally important. We can think our ideas are the most brilliant in the world but if they miss what clients are dealing with at the moment, we may never get the chance to implement them.
 
The last point Good makes is to get away from using Powerpoint except as a very minimal support to as interactive a session as possible. The earlier you get your audience involved in the discussion, the better. You may want to make a few points and comments initially, but it’s imperative to provide only enough information to get a discussion going.
 
Making your seminars spot on point with your audience will create a rapid-fire word-of-mouth response. What better way to get more people coming than to wow those who do come each and every single time. How do you do that? That's easy. Make it all about them. Beginning of story.

 

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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
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  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
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"bob is always superb - worked with at PwC in 1980s - suggestion: update the handouts to the new current limits effective in 2022 - i think it makes it..."
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"Bob is always the best"
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"Great as always!"
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"Mostly the same information as his other ones about rollovers"
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I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

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Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
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I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

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I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

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Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

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A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

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Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific