Seminar marketing is a time-tested business development method for financial advisors and financial planners. But today’s consumers are wary of the financial services industry. To connect with them, sales pitches are best avoided.
Instead, you need to build trust and educate prospects so they understand the benefits of your services.
Connect with your prospects with white-label financial seminars by Wavelength. Developed by our team with adult education expertise, these seminars include humor, interactive polls and pop quizzes to engage participants.
Provided in a powerpoint format that you may use as is, or personalize.
RIAs have a significant opportunity with the recent press about the DOL Fiduciary Rule. If your firm has always acted as a fiduciary, it’s the perfect time to educate potential clients about that!
Overall, the seminar empowers the consumer by providing information that is critical, but not easy to obtain or well understood. At the same time, participants will realize how much work is involved in finding a good advisor.
Build trust and credibility with your prospects, using subject matter you already know very well.
Wavelength Financial Content Inc. provides financial copywriting and custom and white-label content to the financial industry. Our clients include financial advisors, financial planners, wealth management firms, fintech firms, gold and precious metals industry participants, hedge funds, private equity and family offices. We provide custom eBooks, whitepapers, blog articles, website copy, seminars and videos in a user-friendly, approachable style that gets results.
Copyright © Wavelength Financial Content LLC. All rights reserved.