7 tips for successful client events and seminars
With surprisingly little effort, there are many ways you can enhance your in-person seminars or speaking engagements. One of the advantages of training financial advisors for many years is people...
Tag Archives: seminar selling
Seminars: Where should you spend your time?
Zoom events are fine, but people still want to engage in person, including at seminars. As much as people want to step away from Zoom and go to in-person events,...
How I determined I had to see more than one client at a time
By David Batchelor, CFP, Dip PFS During my first eight years in practice, I had amassed a significant number of clients. At that stage, I didn’t understand the difference between a...
