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seminar best practices
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Updated October 18, 2024, at 2:12 PM Dinner seminars for financial advisors have long been a successful marketing technique used by financial professionals across the country. And while we must embrace certain …
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Marketing + Branding
5 Factors That Build Incredible Financial Advisor Seminars
by Mark Stewartby Mark StewartFinancial advisor seminars are an effective avenue to build client relationships and attract new business prospects. Seminars—whether lunch, dinner, or other—allow advisors to showcase their expertise and demonstrate their value to potential …