Seminar Marketing

financial advisor presentation

Fill Your Sales Pipeline With Qualified Prospects.

  • Educate Prospects and Clients
    Our robust library of professional seminar presentations help you connect with prospects and clients in person and online.
  • Finra-Reviewed
    We’ll provide FINRA-reviewed scripts and coordinating work-book, so participants get the most out of each session.
  • Proven Programs
    Get the essential tools you need for a successful event. From PowerPoint presentations to participant workbooks, hosting a seminar has never been easier.

Attract Qualified Prospects With the Most Effective Method for Quickly Growing Your Practice.

Passport to Retirement educational financial seminar system

Whether you are hosting in-person or virtual events, the goal is always the same: to educate about the need to prepare for a financially secure future. Each title in our robust library of educational seminars is FINRA reviewed and designed to make a powerful impression, no matter the format or location.

Duration: Approximately 4 to 10 hours

  • Provide attendees with a broad, lasting financial education
  • Highest prospect-to-client conversion ratios
  • Largest income opportunity

Duration: Approximately 1 hour

  • Establish yourself as a credible authority on specific topics
  • Tailor seminars to your target audience
  • Utilize for prospecting or client appreciation events

Duration: Approximately 30 minutes

  • Provide information in a quick, digestible format
  • Ideal for lead-generating webinars and one-on-one client  meetings
  • Each presentation includes an eGuide