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Oct 30, 2007 7:40 pm

For those of you who were interested. I was able to land a couple of nice fee based accounts from the seminar I did. 730k @1% and a 80k annuity at 3.5% w 1% trailer.

Feb 28, 2008 11:43 pm

I’m about to pull the trigger with RME and saw your post. What can you share?

Some guys in my office are using another firm with good success. They are looking for something new because the current operation is a printer and there have been some mailing snafus.
Feb 28, 2008 11:59 pm

I would love to hear how that seminar worked out. I am looking to use RME, but some folks here say to avoid them.

Feb 29, 2008 12:04 am

I looked at RME but was put off because it seems that they have a pretty hefty mark up compared to other vendors that I researched such as or  Since my first go 'round I have been having good success using the latter, but beware seminar marketing isn’t what it used to be. There are a lot of platelickers looking to take advantage of your hospitality. it is amazing how many losers there are out there, but for every 10-15  turds you can usually find a diamond.

Feb 29, 2008 2:09 am

I was planning on doing hors douvres, seminar, then desert afterwards. Hopefully it will weed out some of the plate lickers. too.

Someone mentioned calling to confirm/qualify the people and if they sound like octagenerians tell them the seminar has been cancelled.
Mar 13, 2008 7:20 pm

[quote=entrylevelFA]You’ll get a good response rate, but about 90% of them are platelickers and all your competitors are using the same companies.  These people are getting invited to 10 dinners a month.[/quote]

Not ten, but certainly I get an offer for a seminar maybe 1-2x a month. I goto most of them, unless its a far drive or the food is really bad.

Memmorable seminars

An indy seminar (for estate/trust services) held at the local Marriot. This guy/team ran an excellent senior seminar down to a T. Not slick/canned but very organic and low key. Gave out a very cheesy self published book

An ML seminar (way too much food was served, brazilian steak house was nice. But how can you talk about retirement income when people are running around with swords full of meat?)

An RBC Dain seminar at a local italian chain. Total disaster. For some reason the broker clicked out of powerpoint so you could see the speakers notes on screen.

Some LPL indies at a local sea food place. The seminar was ok, but they mentioned way too many topics and were unfocused. Don’t reveal that you just passed the CFP exam by covering it in 45 minute talk.

A Wachovia guy who used Dorsey Wright/Dow theory strategies to give a talk on the “technical condition of the markets.” A disaster as most of the audience didn’t understand and those that did started talking about very crankish market theories and the price of copper.

I’m really surprised the indy companies LPL/RJ etc don’t set up a mail shop inhouse. Maybe I’m an expert, but I can recognise the RME mailers from a mile away.

  Truly funny.  I got an invitation from some Merrill tools.  I was thinking about going, but decided against it.