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Seminars

Build your business with effective seminars

Attract prospects with the most effective method for growing your practice. Our robust library of thoughtful and professional presentations includes multi-length seminars on various topics to help you deliver more value to your prospects and clients.

Powerful FINRA-reviewed presentations for every advisor

Our seminars help you reach prospects and clients in a variety of ways, via a series of comprehensive sessions or quick-hit, topic-focused presentations.

Multi-Session Seminars
Dining Events
One-on-One Presentations
Client Workbooks
Customizable Invitations
Seminars Updated

Explore Our Seminar Library

Comprehensive Seminars

An educational deep-dive for prospects and clients

Multi-session seminars give advisors an opportunity to provide prospects with a comprehensive take on personal finance topics in a classroom or worksite setting. Our comprehensive seminars offer:

  • High conversion rates
  • The largest income opportunity
  • A variety of invitations
  • Several sessions of prepared presentation material

Dining Event Seminar

A quick way to build business

Themed dining events combines retirement planning education with a meal. This fun and informative evening helps advisors land new clients. Our dining event seminar offers:

  • A free presentation for advisors with the purchase of workbooks and a direct mail package
  • Topic-specific invitations
  • A fast way to grow an advisory business

FocusOn® Seminars

Expertise on display

FocusOn® Seminars give advisors the chance to establish themselves as an authority on specific topics. These seminars are approximately one hour and include invitations. They're ideal for:

  • Client-only meetings
  • Local associations, club, or other groups
  • Dinner and employee lunch-and-learns

Client Presentations

Become the go-to resource for clients

Our Client Presentations allow advisors to present clients with the exact information they're seeking in a digestible, 30-minute format. Advisors can tap a complete library of topics. These seminars are:

  • Customizable in both content and format
  • Ideal for one-on-one or one-to-family settings
How We Can Help

Tap our seminar expertise

30
Years of experience in developing prospecting seminars.
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