Financial Advisor Seminars, Best Practices

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finadvisorseminar

For many Financial Advisors, putting on a seminar is daunting yet presenting a seminar should be easy. Attendees should sense a relaxed atmosphere; be surrounded by a comfortable, interested audience; and see a confident speaker delivering an informative presentation. Creating a successful seminar experience, in which the participants are not distracted from the important information they came to hear, takes preparation, practice, and plenty of fine-tuning. One way to help create a winning … [Read more...]

Filed Under: Marketing, PickLeft, Presenting, Promotion/Advertising, Public Speaking/Seminars, Selling Skills
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Public Speaking Tips for Financial Professionals

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publicspeaking_slider

If you are like many financial advisors or insurance professionals, the fear of public speaking may be so overwhelming that the mere thought of standing before a group of prospects is enough to cause your belly to ache. While we can't necessarily cure stage fright, the tips in this article are designed to minimize your anxiety and help you become as relaxed as possible when your seminar event begins. Of course, joining your local Toastmasters International is also a great idea! Develop a … [Read more...]

Filed Under: Featured Slider, Marketing, Public Relations, Public Speaking/Seminars, Selling Skills
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Social Events vs Seminars for Financial Advisors

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socialevent

As we near the end of 2011, most of the Financial Advisors I work with are not only running annual client reviews, but also reviewing their business structure, revenue stream, and marketing plans to work on production goals for 2012. The best way to ensure you exceed your goals for 2012 is to proactively go into next year with a solid marketing plan based on results gathered from 2011, analysis of these results (good and bad), and implementation of the best results or opportunities for the new … [Read more...]

Filed Under: Highlight Upper Right, Marketing, Public Relations, Public Speaking/Seminars, Selling Skills
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Words to Use and Words to Avoid

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avoid_use

This week I've been listening to tapes of calls made by one of my clients' sales representatives. Listening to these calls has made me think about words and how sales professionals use words: To describe a product or service, to move the sales process forward, to close the sale... Sometimes the right word (or the wrong word) can totally make (or break) your sale. Here are some words and phrases to use and some words and phrases to avoid. Once you're ready to close the sale, mention your … [Read more...]

Filed Under: Featured Slider, Public Speaking/Seminars, Selling Skills
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Planning, Promoting and Implementing Successful Events

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slider2

Holding an event can be an excellent way to spotlight your company, celebrate a milestone, honor your staff, thank your customers and/or galvanize a community. A colleague of mine has implemented a wide range of events, each with its own specific marketing goal — including formal dinner parties, outdoor book fairs, a multi-city triathlon series and the launch of a new ad campaign (which included "wrapping" the outside of a building with the new ad's images.) She has found that putting on a … [Read more...]

Filed Under: Featured Slider, Networking, Presenting, Public Speaking/Seminars
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Talking the Talk: How Improving Your Language Will Lead to Success in Sales

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talkingtalk

“Language controls discussion; discussion controls relationships; relationships control business.” My professional mentor, Alan Weiss, always preached this very important aphorism to me. Here’s what that means: The more versed you are in vocabulary, language and the “martial arts” of conversation, the more business you will gain. The quicker you learn it, the more you will accelerate your growth. Since your business is about growing relationships and closing new business, this … [Read more...]

Filed Under: Highlight Lower Right, Public Speaking/Seminars, Selling Skills
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