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financial advisor seminars

    Marketing + Branding

    Dinner Seminar Best Practices for Financial Advisors

    by FIG Marketing July 27, 2023
    written by FIG Marketing

    Updated October 18, 2024, at 2:12 PM

    Dinner seminars for financial advisors have long been a successful marketing technique used by financial professionals across the country. And while we must embrace certain digital and virtual options to attract prospects, in-person events are still necessary to appeal to those who prefer to learn and buy in a more traditional way.

    Let’s dive into some dinner seminar FAQs, planning timelines to adhere to, and other best practices for your dinner seminars that can drive more attendees and land new business.

    Continue Reading
    July 27, 2023
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  • Marketing + Branding

    5 Factors That Build Incredible Financial Advisor Seminars

    by Mark Stewart May 2, 2023
    by Mark Stewart May 2, 2023

    Financial advisor seminars are an effective avenue to build client relationships and attract new business prospects. Seminars—whether lunch, dinner, or other—allow advisors to showcase their expertise and demonstrate their value to potential …

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  • Marketing + Branding

    Seminar Marketing Tips for Better Client Engagement [Infographic]

    by Mark Stewart January 3, 2019
    by Mark Stewart January 3, 2019

    Updated September 5, 2023, at 3:08 PM Seminar marketing for financial advisors: It can be a quintessential cornerstone for any firm. But, that doesn’t mean it comes easy or all who try …

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