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How financial planners and IFAs can generate high quality leads through seminars

On numerous posts on IFA Life, people have expressed interest in attending a seminar to learn IN DEPTH how to attract new business leads through seminars.   Cost and location have been raised as issues, so here is the deal.

On the 4th September 2009, we will host a special 'seminar on seminars' which will reveal a wealth of proven techniques, tips and ideas for IFAs and financial planners who are considering using seminars and live events to attract new, high quality leads.

You can attend FREE if you wish, but we would ask you to pay us at the end of the day what you feel the workshop has been worth to you. That could be nothing; it could also be a lot!

We will ask you to simply leave a cheque or cash in a sealed envelope (which we will provide) and hand it in at the end.   This will remain strictly private between ourselves and we won't open it until everyone has left.

We will run this workshop on this basis ONCE only this year, and following your feedback it will be held at the Hilton Bracknell, Berkshire, UK on Friday 4th September 2009.

This intensive workshop will reveal proven techniques and best practice from seminar professionals on:

* How to use seminars as a powerful and cost-effective marketing tool for an IFA/financial planning business
* How to use seminars to add value to existing clients and professional connections
* The 7 deadly sins which most IFAs make when promoting seminars - and how to avoid them
* How two IFAs achieve near 100% conversion rates at their seminars
* How one financial adviser increased his income from £43K to £450K in four years by promoting his business through seminars
* 40 proven tips to dramatically increase attendance levels - including 3 golden tips you MUST remember
* Public speaking tips which professional speakers use to improve evaluations and increase referrals
* The single most important technique to ensure attendees remember and act upon your IFA seminar
* How to choose compelling and often irresistible titles for your seminars
* How and when to charge for your events
* Understanding Google and how to use the Internet to support your seminars
* And a lot more

The above is just an overview, and on the day you will also leave with your own personal plan on what to do next and how to put it all into action. 

This is a golden opportunity for anyone who is considering running seminars to get leads and to add value to existing clients. 

Timing is 09.00am for 09.30am prompt start.  Finish at 4.15pm.  Teas, coffees, lunch and refreshments will be provided - plus they've got a great pool for those needing a refreshing dip at the half way point!

If you would like to attend on this basis, please send an email to events@ifalife.com to confirm your attendance. If you cancel within four days of the event we reserve the right to charge a cancellation fee of £39.00 plus vat.

Thanks again and I look forward to meeting you on the 4th September. Full joining instructions will follow nearer the time.

http://www.hilton.co.uk/bracknell?WT.srch=1

Please note that this is the intensive version of our popular Successful Seminar Selling workshop, so come prepared to work hard. I promise it will make a huge difference to your lead generating activities!

Please send that email now to confirm your attendance: events@ifalife.com


We are indebted to Meteor Asset Management, who are very kindly sponsoring lunch at the Hilton Bracknell.  
Find out more about Meteor at http://www.meteoram.com 

or contact Bruce Kirkcaldy, Broker Relationship Consultant, Meteor Asset Management Ltd 

Direct line: 0207 868 2058 
Email: bkirkcaldy@meteoram.com

 

STOP PRESS - Manchester event now added - see here for details >>> 

Regards

Phil

Philip Calvert FInstSMM
IFA Life

 

Author: Philip Calvert
Posted: Friday, July 31, 2009 | 2:52:21 PM


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Comments

16 April 2010 | 11:02:30 AM  Philip Calvert wrote:
We will do this again Sarah, but no dates planned at the moment.

The eBook is here and contains a lot of the material:

http://www.ifalife.com/content.asp?PageID=681

Phil

16 April 2010 | 10:34:51 AM  Sarah Quirk wrote:
Will there by any similar courses being run in the near future?
08 February 2010 | 10:30:04 AM  David Pierce wrote:
We had a great response from last weeks editorial in the Telegraph on tuesday 22nd page 24 www.dmpfinancial.co.uk
14 December 2009 | 6:41:15 PM  Martyn Edwards wrote:
I am a new member and missed the event, please could you let me know if another event is planned in the near future, and if any seminar material is available.
24 November 2009 | 10:40:41 AM  Philip Calvert wrote:
Here is the book:

http://www.ifalife.com/content.asp?PageID=681

Phil
24 November 2009 | 9:44:13 AM  Mark Wade wrote:
I have just read this article which is great, but sadly I missed the event. Is there anyway I can get some material from you on yhis subject.
Much appreciated.
13 November 2009 | 9:30:06 AM  Eric  Mackereth wrote:
Hi Phil, Do you plan another "How to run Seminars" function and if so when?
06 October 2009 | 11:11:22 PM  Keith Lamley wrote:
Rats indeed! Only joined today, so missed this deal. Any intention of doing it again?
16 September 2009 | 12:18:11 PM  Ian Green wrote:
I missed this. Rats. I do run seminars, and am having massive problems getting 'bums on seats'. Otherwise, all is well (content, conversions thereafter, ongoing clients etc). I fear it is my London location/base causing the problem. HAS ANYONE HAD SUCCESS RUNNING SEMINARS FOR THE GENERAL PUBLIC (not professional connections) IN LONDON?
03 September 2009 | 7:22:44 AM  Philip Calvert wrote:
We are indebted to Meteor Asset Management, who are very kindly sponsoring lunch at the Hilton Bracknell.

Find out more about Meteor at http://www.meteoram.com

Bruce Kirkcaldy
Broker Relationship Consultant
Meteor Asset Management Ltd

Direct line: 0207 868 2058
Email: bkirkcaldy@meteoram.com
25 August 2009 | 7:31:27 AM  Philip Calvert wrote:
70 registered for this workshop now. Only 10 places left

Phil
24 August 2009 | 7:12:55 AM  Philip Calvert wrote:
We have over 60 registered for Bracknell now. If you want a place and have not yet sent an email to confirm at events@ifalife.com please do so asap.

Phil
14 August 2009 | 10:56:43 AM  Philip Calvert wrote:
@Simon

Don't forget that you need to confirm by email to reserve your place.

Phil
14 August 2009 | 10:39:29 AM  GORDON ENSOR wrote:
I need IFAs/ Mortgage brokers in fact any one in Financial Services who would like to have qualified appointments made for them for prospective clients who wish to to take advantage of there services & products IE Mortgages Life Ins Pensions Equity Release & so on .
14 August 2009 | 9:00:42 AM  Philip Calvert wrote:
@Huw Demand comes in surges so cannot promise another one this year - except for Manchester http://www.ifalife.com/forum/replies.asp?ForumID=93&TopicID=1752

@Dylan See Manchester link above

@Mark Most Midlands based IFAs are coming down to Bracknell - unless you would prefer Manchester
13 August 2009 | 9:49:03 PM  Simon M Carlin wrote:
I plan to be there, thanks for the invite.
12 August 2009 | 9:43:56 AM  Dylan Roberts wrote:
I'm sure it was previously mentioned that this was to be run "up north". Are there any plans?
12 August 2009 | 8:47:01 AM  Mark Reynolds wrote:
Hi, are you considering an event in the Birmingham Area
10 August 2009 | 8:59:35 AM  Huw Jones wrote:
I'm running a seminar that day (for financial planning week). Will you re-run this event in the future or make the notes available (subject ot a fee ofcourse)?

Huw
07 August 2009 | 1:44:06 PM  Philip Calvert wrote:
Thirty IFAs registered already.

Phil

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