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.

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


  • 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.