How One Financial Planner Does His Seminars

I heard about a successful financial planner who specializes in working with retirees and pre-retirees. He used to get mailing lists of retirees in his area and send invitations for everyone to attend a free seminar and dinner. He stopped doing it because they were not paying back well. Instead, he now does lunches and dinners for his clients, whom he calls “members”, has them bring guests and invites prospects who are in his sales funnel.

The seminars have a guest speaker, an expert in an area of concern for his members, but the atmosphere is social. Each event has a theme such as luau, magic or spy. There are raffle prizes and opportunities for members to share experiences and be recognized for personal achievements, such as recently retiring. Guests and prospect who attend these events want to be part of the membership and are eager to become clients.