Call 800-233-2834
SearchMenu

FocusOn® Seminars

FocusOn® Seminars

Utilize FocusOn seminars for prospecting or client appreciation events using topics that appeal to your target audience.

  • Build Trust with Clients
    Position yourself as a subject-matter expert by breaking down complex topics that appeal to investors.
  • Use For Prospecting
    Be the go-to-resource for topics that matter to your target audience like social security, college funding and more.
  • Convert Leads into Clients
    FocusOn seminars are designed for public dinner seminars and client appreciation events where you can cultivate trust and generate qualified leads.

SCHEDULE A DEMO or Call 800-233-2834

Attract and gain new customers with hassle-free educational seminars.

TOPICS COVERED:

WHAT’S INCLUDED?

  • An in-depth, full-color, 45-53 slide PowerPoint presentation that includes guided talking points that proide content for a 45-65 minute seminar
  • FINRA-reviewed material
  • Marketing materials: Letter, Flyer, Invitation, and Postcard

Optional: Four-color, 20-page participant workbook, with personalized branding

Add coordinating workbooks so participants can get the most out of each session and apply what they learn to their own situations.

financial advisor seminar workbook
Opens a new window financial advisor seminar workbook
Opens a new window financial advisor seminar workbook
Opens a new window financial advisor seminar workbook
Opens a new window financial advisor seminar workbook
Opens a new window financial advisor seminar workbook
Opens a new window financial advisor seminar workbook
Opens a new window financial advisor seminar workbook
Opens a new window financial advisor seminar workbook
Opens a new window financial advisor seminar workbook
Opens a new window

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC

Preferred method of contact?*


Thank you.

Your request has been successfully submitted. A representative will contact you shortly.