EXPLORE THE TUCKER SEMINAR PROGRAM
Welcome to one of the most successful marketing platforms available anywhere for financial advisors. Seminars offer us the opportunity to speak to people face to face, an experience that simply cannot be matched by any other marketing technique.
With an average appointment rate of 70 percent of attendees per event, Tucker Advisors is an industry authority on properly staging and profiting from seminars. Your Tucker Advisors Seminar Kit will include three main components:
• A Planning Guide
• Seminar Supply Examples
• PowerPoint Presentation
With the assistance of your Tucker Marketing Developers (800) 734-0076 these materials will put you on your way to hosting successful seminars that produce revenue for your practice. You’ll find a step-by-step event walk through that includes a master checklist of everything you need to know regarding your seminar. Sample advisor bios and client letters will help you brand your event to best reflect your practice. And the PowerPoint will enable you to rehearse the slide contents and materials of your presentation.
SEMINAR SUPPLIES
To order supplies for your seminars, choose from the following options that best fit the needs of your practice:
ORDER CUSTOM SUPPLIES
Bundle pricing
The Seminar Supply Bundle provides all of the marketing assets you need to get started with your seminars at a discounted price.
The bundle includes:
• Welcome Folders
• Advisor Bio Page
• Welcome Letter
• Appointment Booklet
• Fact Finder
• Appointment Sheet
• Table Number Cards
> Set of 50 $215
> Set of 100 $415
> Set of 150 $615
> Set of 200 $755
Contact your Marketing Developer for more information.
Call: (800) 734-0076
SEMINAR MARKETING
Tucker’s marketing team will align you with the best venues and mailing houses to begin setting up your seminar. Demographic searches, often filtered by individual personal assets, will help you connect with the audience that’s right for your seminar, and a mailing house reservation service will track attendance.
When you’re ready for final preparations before your seminar, Tucker will provide you with recommendations and a last-minute checklist. And after your seminar has taken place, we’ll help you with best practices for follow-up and appointment maximization.
SEMINAR GUIDE
Make the most out of your next seminar event by downloading our comprehensive seminar guide. Packed with valuable insights, practical tips, and expert advice, this guide is designed to enhance your seminar experience and help you maximize your learning opportunities.
BRAD SMITH
YOUR COACH
If you look back on the last few seminars you conducted, could you honestly say that you booked an average of 70% of the prospects in the room into appointments? Most people would have to answer “no.” And that’s where we can help! Did you know that our coaches can talk to your prospects before the seminar and even help you book them into appointments after the seminar is over?
Not only do we provide you with the one-on-one coaching to up your booking percentages, we also position you for success by making prospects feel comfortable enough with your practice to schedule appointments, and these are qualified appointments, not Facebook leads or online “commitments” — all you need to do is close.
FAQ SEMINARS
Q: What are the main benefits of doing a seminar with a seminar coach?
A: Seminars offer financial advisors several advantages, including client acquisition, education, networking, trust-building, and marketing opportunities. They can generate high-quality leads, enhance client engagement, and help advisors stay compliant with industry regulations. Overall, seminars are a powerful tool for growing a successful financial advisory practice.
Q: What is the average cost of a seminar?
A: The cost of a seminar depends on factors such as venue rental, marketing and promotion, speaker fees, audio-visual equipment, catering, materials, event staff, insurance, technology, travel, compliance, and miscellaneous expenses. Consider your goals and the scale of the seminar when budgeting for these elements.
Q: How can I maximize attendance at my financial seminar?
A: To boost seminar attendance, focus on effective marketing and engagement strategies. Utilize social media, email marketing, and Google Ads to promote your event. Offer valuable content and incentives for attendees, such as free resources or consultations. Choose a convenient date and time, and make registration easy through online platforms. Lastly, follow up with registrants with reminders and personalized messages to maintain interest and commitment.
Q: What should be the ideal duration for a financial seminar?
A: The ideal seminar duration varies depending on the topic and the depth of content you plan to cover. In general, most successful financial seminars last between 30 minutes to 60 minutes, including time for Q&A. This allows for a comprehensive discussion without overwhelming attendees. However, consider your audience’s preferences and attention span when determining the exact duration. Shorter, more frequent seminars can also be effective for ongoing engagement.
To get started, contact your Marketing Developer. Remember, at Tucker Advisors, you may be independent, but you are never alone. Let us handle your marketing, so you can focus on what you do best – running your business!