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Seminars and AUM?

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Oct 19, 2009 8:55 pm

One of the things I alluded to but did not ellaborate on…

Although my seminar content is rather boring, I am a fairly good presenter.  However, after having sent out 5000 invitations on three occassions, I have only managed to get an average of 6 buying units at each seminar.  I don't care how good you are, with 7 buying units, you're not gonna do a lot of business.  The name of the game is either a "captive" audience (the small, intimate, "bring an interested friend" seminar), or a seminar with large attendance (like at least 25-30). And since my B/D is pretty uptight about invitation content, my invites simply can't be that exciting like Jason's.
Oct 20, 2009 12:35 am

That would be some crazy production…

Oct 20, 2009 12:53 am

I sent out about 600 eVites to a seminar with a more technical bent (“Using non-linear optimization for asymmetric asset return distributions” – thats a joke). Exactly 2 people showed up – yeah I  know it shoulda been on ‘Retirement’ planning or converting to a roth b 4 2010 or such. But one of the two who did was from the [state name] Fund of Funds who in turn introduced us to all the other players in the public asset mgt market (University of___ Endownment Fund, Worker Comp Fund, etc etc).

Oct 20, 2009 1:24 pm


[quote=henrybar]That would be some crazy production…[/quote]

Average commish will be around 6.5%

Nice!  I’ll be sure to look for you on an upcoming episode of MTV Cribs!