Organizing informational meetings / seminars

[Christo8pherS]

I am interested in starting up some informational meetings or seminars to help build my client base. They do not necessarily have to be sales pitches, but rather group 101s with the hope of a future sales appointment. What history do you have with these and how successful have they been? How did you go about advertising?

 

[David C]

Virtual Sales Assistant has probably 10-15 seminars available. They have slides, handouts...

VSA is part of Financial Services Online and costs less than 20.00 per month. They have many other resources from fact finders, yearly reviews, and underwriting forms. They have a 30 day free trial.

 

[Christo8pherS]

My firm actually has a similiar service that the office subscribes to. I'm more interested in experience or tips in recruiting people to come, choice of venue, advertising, converting into successful appointments, etc.

 

[MHart]

I have done seminars for real estate agents for indivdual health. I sent out a flyer to the office manager and then follow up with a phone call and tell him what I do. I basically tell the office manager if the agents have not reviewed their health plan in the past 6 months odds are they are paying too much. My average client saves 30 percent or more on their premiums after hearing about the new plans that have just come out. I do an HSA pitch.

I sent out 10 flyers a week to real estate offices and usually I schedule 2 presentations.

I have done 3 presentations.

First one had 15 people

10 requested quotes
3 bought plans

Second one had 21 people

14 requested quotes
4 bought plans

Third one had 17 people

9 requested quotes

3 bought plans

I figure for 30 minutes of my time I get a captive audience and I feel some of those quotes will become deals later down the road.

I also do teleseminar where I have people call in and do a teleconference.

Hope this helps you.

 

[StinsonAssurance]

For homeowners insurance, I have been able to speak at first time homebuyer seminars in the area. A fair number of non-profit agencies offer these and as long as you approach it the right way most are willing to allow you to come in and present your information to the public.

 

[Delta76]

I really like that idea about doing short presentations in real estate offices. It seems very easy and repeatable, probably for mortgage brokers also. I would assume even at the large companies (Edina Realty, Keller Williams, Re/Max, ect) that everyone is a 1099 contractor and probably doesn't receive benefits. Anyone have any insight?

 

[moonlightandmargaritas]

I really like that idea about doing short presentations in real estate offices. It seems very easy and repeatable, probably for mortgage brokers also. I would assume even at the large companies (Edina Realty, Keller Williams, Re/Max, ect) that everyone is a 1099 contractor and probably doesn't receive benefits. Anyone have any insight?

Matt, I do a lot of these. did two this week. Call me if you want info...

 

[eprodigy]

Matt, I do a lot of these. did two this week. Call me if you want info...

M&M, I'm highly interested in doing these seminars. Can you assist me with my strategy as well? Check out the post, Can anyone Insure U.

eProdigy

 

[moonlightandmargaritas]

M&M, I'm highly interested in doing these seminars. Can you assist me with my strategy as well? Check out the post, Can anyone Insure U.

eProdigy

What would you like to know?

 

[eprodigy]

We'll I'm targeting "centers of influence" like Accountants, RE Agents, Mortgage Brokers. I was also thinking of going to some professional schools.

I want to know basic strategies for promoting the seminar, the basic format, and best practices for optimal results.

Do you know anything about the Insure U format? I liked it, very educational, non salesy, and simple to facilitate.

I called NAIC to see if I could use the format but got the run around and ended up putting in a "ticket" for a call back at some unknown time in the future from a yet to be named individual.

eProdigy