Updated September 20, 2023, at 10:50 AM

As you may know, dinner seminars have been a part of the financial services world for many years. Everyone plans these events a little differently but it most cases the seminar can be large or small and typically offers a meal along with the ability to learn more about retirement planning options, the firm and their approach to wealth management. This 60- to 90-minute window is intended to be engaging, address clientele and their concerns, and capture new leads.

Unfortunately, many of these types of meetings take on big sales pitch scenarios, which cheapen the experience. Attendees loose interest by feeling disconnected. Selective prospecting combined with a refined approach can single out your best potential clients. Eliminating the hard sales tactic and opting for a softer, more thorough approach, may capture stronger leads.