We have a client who consistently gets only a few people to attend a seminar, but enough for a solid return on investment. Clarifying the purpose of the seminar approach and understanding it's potential and limitations help to utilize seminars as an effective marketing method. Patience and consistency are required for any marketing method. It's clear that seminars can be misunderstood. The various elements are all equally important. The element of consistency is no less important than asking for an appointment.
The interest in the details of the 401(k) exit strategy has been great. I am now an affiliate of the company that trains advisors on the details of getting a prospective clients money out of their 401(k) plan without consequences. Give me a call if you have an interest in creating an entirely new and exciting market.
Kim has personally presented over 800 seminars and produced over 15,000 for other producers.