Seminars

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Feb 20, 2006 2:55 pm

Once again I find myself frustrated with seminars.  Aside from the generic money manager seminars with dinner at a nice resturant has anyone had luck with any seminars dealing with very specific topics such as restricted stock lending or NUA and if so can you tell us about it. 

Feb 20, 2006 3:57 pm

I have had some success with LTC seminars.  People are interested and they get bombarded with mailers daily.

Feb 20, 2006 4:15 pm

I've had some successwith a string of one topic general information seminars.  Kind of like investing 101 going over the basics of mutual funds, stocks, bonds, general financial planning.   LTC seminars never have worked out much for me.

Feb 20, 2006 11:25 pm

I find either client appreciation dinners with one short topic or birthday dinners have worked better than most others for me.

Feb 21, 2006 6:40 pm

I have had some success with setting up monthly workshops at my local libary.  The libary promotes the classes.  Good so far.

Mar 21, 2006 11:44 pm

I have had good success with a monthly "Coffee Club" that I started about 3 years ago.  We initially had 15-18 attendees, but the group size has now grown to an average attendance of 45-50.  It's a very casual morning meeting with coffee and pastries served.  Each month I do a power-point presentation on a different financial planning topic and sometimes bring in attorneys, realtors, or accountants to speak on specific subjects.  It has worked very well and I would recommend it to anyone willing to put the time in. 

Mar 22, 2006 8:08 am

but have you closed any business with these coffee sesions?

Mar 22, 2006 8:58 am

I have done some at gentleman's establishments.  They have gone real well.