Allan

Oehrlein

When people think about seminar marketing for financial advisors, the first things that come to mind are usually the venue, the presentation, and the meal (or lack thereof). Yet one of the most influential tools advisors have is often overlooked: Your seminar folder shapes how attendees experience your event before you begin speaking.

When you’re investing time, energy, and money into seminar marketing, you want every element of the experience to work in your favor. One of the simplest tools that may dramatically improve your results is a well‑built seminar folder.

As you continue to elevate your client experience and curate a high-touch approach with your best clients, consider adding the Mid-Year Financial Wellness Update as an intentional and strategic touchpoint.