Seminar Solutions

Seminar marketing creates rapport, builds trust, and enhances your credibility as a financial service professional. The more comfortable and confident prospects become with you, the more business you will close. Seminars give you an edge because they put you in front of more people, give you a forum to educate those people, and create an environment that builds trust and fosters strong client relationships.

Emerald offers a variety of seminar marketing systems that attract several different target audiences. Whether you are looking to conduct seminars at local corporations, teach adult learning through an educational institution, or hold a public dinner workshop, we have a turnkey program that is right for you.

The first step is to determine which solution is suitable for you and your business needs. Take a look at yourself and ask:

  • Would I enjoy creating a special dinner event for my prospects, educating them on relevant financial topics? If you answered yes, you must check out our public dinner seminars that are designed to combine a themed event with stimulating financial information.
  • Do I live in an area that has mid-to-large size companies that would potentially offer a financial education course to their employees? If you answered yes, our worksite co-sponsored seminar (The Complete Financial Management Workshop) may be just what you are looking for.
  • Am I an educator that would enjoy teaching at a local community college or other educational institution? If you answered yes, our adult learning workshops (Passport to Retirement and Financial Strategies for Successful Retirement) may be a fit for you.

There is no right or wrong answer — discover the solution that works best for you. Need assistance? Call an Emerald Consultant who will help you make the right choice!