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Fill-the-Room Seminar System

If seminar marketing is your thing, we've got you covered.

From tried-and-true presentations to meticulously written copy on invitations, the Fill-The-Room® system has been the launchpad for advisor practices throughout the country since 2001.

Whether you plan to host two events a year or two events a month, the Fill-The-Room process will provide a simple track for you to follow, and we will walk you step-by-step from facility to selection through onboarding new clients.

Our process:

Planning & Preparation

  • Territory Research and Analysis
  • Facility Research
  • Goals & Objectives Review
  • Marketing Collateral
  • Presentation Review

Leading Up to Event Day

  • Best Practices Review
  • Presentation Tips
  • Maximizing Value for Attendees
  • Showcasing Your Value


  • Follow-up Best Practices
  • Appointment Process Coaching
  • Client Commitment
  • Client Onboarding
  • Experience Development

Fill-The-Room® program benefits:

Lead List & Mailhouse Services

Find your ideal audience and send mail directly to them without having to find vendors on your own. Our corporate relationships make this quick and easy.

Design & Artwork

Any collateral you need to run a seminar is created by our team and sent to you for review before printing. Invitation copy is meticulously written for each event.


Reservation System

Managing your RSVPs is easy with a call center available to take responses 24/7.


Research-Backed Recommendations

Our history and tracking allows us to offer recommendations based on data, not opinion.


Coaching & Training

From concept to follow-up, our team has been helping financial advisors find success in their seminars for over two decades. Coaching is available to advisors and their staff; from presentation tips to follow-up scripts.

Ready to get started?
Reach out to the USA Financial Marketing team.

Event types we support via Fill-The-Room®

>> Topic-Driven Prospective Client Seminars

>> Educational Course-Style Workshops

>> Ideal Client Receptions

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Fill-The-Room® By-The-Numbers

Program Launch

Average Households Mailed

Prospective Client Attendees

Seminar Events Since Program Launch

Advisors Helped Since Program Launch

$12.5 Million+
Amount Spent with the United States Postal Service

Why work with USA Financial?


Experience - The Fill-The-Room® financial advisor seminar marketing system launched in 2001.

Specialized - Our focus is events for financial advisors. Nothing else.

Exclusive - This program is strictly available only to advisors affiliated with USA Financial.

Aligned - Our revenue is not tied to how many pieces of mail you send out. We win when you win; this puts us on the same side of the table as you. Our vested interest is in your conversion success.

Territory Protected - Unlike a mail house that might mail the same piece of mail for your competitor down the street, we diligently protect your territory to maximize your opportunities for success.

Compliance Reviewed - We go the extra mile to have our content reviewed on your behalf by our Series 24 licensed team so you can present confidently.

Turn-key - You pick the dates & find the facility and we do the heavy lifting so you can focus on delivering value to the attendees.

Hands-on Coaching - Our team is committed to your success. Whether you're new to seminar marketing or a seasoned veteran, we'll be there to guide you through all of the best practices.

Frequently Asked Questions

Yes! Seminar marketing is a staple of the financial services industry because it works. But making it work for you is another story. That’s what makes the benefits and processes of our Fill The Room® program ideal - from data-driven recommendations, all-inclusive mailing & registration services, and coaching for your and your team from start to finish.

  • Topic-Driven
    • Social Security
    • Taxes
    • Medicare
    • Retirement Accounts
    • Long-Term Care
  • Educational Course on Retirement Planning
  • Ideal Client Receptions

It depends on your event goals and if you’re planning on serving a meal. With a meal, restaurants or private clubs are nice. Without, look for college classrooms, libraries, or community rooms.

Most seminar marketers send their mailers out around 3 weeks prior to the event. The Fill The Room® program takes a slightly different approach. Reach out to our team to learn more.

Your goal drives the ideal presentation length. For prospect events, 45 minutes is the maximum. It’s best to have tested (and practiced) presentations that leave some questions unanswered for your attendees.

This program is exclusively available to financial advisors affiliated with USA Financial. Reach out to us today!