Complete Advisor

How I do: Workshops

In this episode of “The Complete Advisor,” host Dennis Mattern welcomes this top advisor to share her unique approach to hosting financial workshops.

Discover how this guest’s innovative strategies at university settings are changing the game, attracting the right clients, and enhancing their firm’s credibility. Dive into her journey as they explore different venues from senior centers to libraries, ultimately finding their sweet spot in continuing education classes at universities.

The advisor reveals her secret sauce: choosing the right location and timing, leveraging university credibility, and their unique philosophy that turns a workshop into a transformative class.

Experience the inside world of these workshops as she walks us through her meticulous preparation, the subtle art of attracting high-quality clients without appearing salesy, and the importance of content that resonates with attendees. She share real-life examples, demonstrating hei expertise in financial planning and distribution, and her commitment to providing value regardless of whether attendees become clients.

This episode is a goldmine for financial advisors and professionals seeking to elevate their client engagement through educational workshops. Learn how to utilize venue, timing, and content to pull in ideal clients and establish yourself as an authority in the field. Insights on trial and error, audience engagement, and creating a non-sales environment offer invaluable lessons.

Tune in to “The Complete Advisor” for this enlightening conversation and discover how you can revolutionize your approach to financial workshops, creating a win-win for both your firm and your clients. Don’t miss out on these game-changing strategies!


🎙️💼🌟 Key Takeaways

  1. Strategic Venue Selection: Choose venues thoughtfully, enhancing credibility and success.
  2. Client Attraction and Retention: Attract fitting clients with workshops rich in valuable insights.
  3. Content is King: Educational approach key to engaging workshops.
  4. Engagement and Interaction: Encourage active participation for deeper understanding.
  5. Subtle Marketing Tactics: Use subtle marketing to demonstrate expertise, attract clients.

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This podcast is for financial professional use only and not for use with the general public.

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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, or investment advice.

CreativeOne is not responsible for the results of programs discussed on this podcast or any liability stemming from the use of it.

Although we may promote and or recommend the services offered by this company, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker-dealer and registered investment adviser, if applicable, and the insurance carriers they represent.

Copyright 2023 Creative One Marketing Corporation.

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