This article a guest contribution by Patti Branco, author of The Path to Million Dollar Production.
Why host a seminar, and do they really work to generate business? With a little planning and some personal savvy, the answer is yes, if done correctly. This blueprint will show you the way to have an effective and profitable event at almost no cost!
But, what do I have to offer as a new advisor? You might be surprised. The moment you stand in front of a crowd, whether to introduce another speaker or to take the floor yourself, you are the perceived expert. Don’t squander the opportunity to make a great and long lasting impression. It’s important to remember that like any other sales call, a seminar requires that you close, or ask for the order.
Earlier this year, I conducted a series of workshops sponsored in part by Mackenzie Financial.
Recently, a Mackenzie wholesaler emailed me with a question from an advisor, curious if I had any ideas on how to initiate referrals targeting million dollar plus clients.
As you move up the high net worth ladder, confidentiality becomes a bigger and bigger concern – and anything resembling a traditional mass market approach to referrals simply doesn’t work and in fact can harm the relationship.
A Conversation with George Soros by AdvisorAnalyst 16 Mar 2010 at 9:40am
George Soros is interviewed in great depth at Hong Kong University, February 3, 2010. In this lecture, he shares his outlook, his thoughts on finan... Stock Market Valuation is Stretched on Long-term Basis by Prieur du Plessis, Investment Postcards from Cape Town 16 Mar 2010 at 9:29am
With the S&P 500 Index and a number of other benchmark stock market indices flirting with cycle highs, I will be monitoring things very closely ove... Russia Expanding its Influence by Prieur du Plessis, Investment Postcards from Cape Town 16 Mar 2010 at 9:17am
With the United States preoccupied with two wars, Russia is taking advantage of an opportunity to expand its influence and control over neighboring... Adam Hewison: A Sneak Peek S&P 500, Dollar, Gold, and Crude Oil by AdvisorAnalyst 16 Mar 2010 at 8:52am
Adam Hewison is back with four new videos, sharing his outlook for the S&P500, the dollar, gold, and crude oil in the near term. Even if you’re not... Kim Shannon: Yes to BCE, No to Banks by AdvisorAnalyst 16 Mar 2010 at 7:49am
Kim Shannon, fund manager of Brandes Sionna Canadian Equity Fund, and 2005 Morningstar fund manager of the year discusses why BCE represents compel...
Stay on top of the latest headlines from the Wall Street Journal Online.
WSJ What's News Late Edition, March 16, 2010by The Wall Street Journal 16 Mar 2010 at 4:51pm
Stocks move higher as the Fed maintains its position on interest rates; the FAA orders Boeing to update the autopilot software on 777s to prevent them from running off the end of runways; and thieves make off with 75 ...
Jeffrey Saut Daily Audio Comment Raymond James
Listen to the recording with one of the media players below:
Jeff Saut’s Daily Audio Comment is recorded every weekday, except Wednesday, at 9 a.m. ET. It is made available to the public on this Web page at approximately 1 p.m. ET.
Updated Twice Daily - Click to Listen