What Do We Do Without Seminars

As the coronavirus has impacted almost every part of the financial industry in terms of one-on-one meetings, seminars, and client relationships, it has gotten harder to make an impact on your industry and your peers. Before, we were able to host live dinner seminars, sitting right next to one another, learn from a presentation, and network with each other. But now…

The tables have turned.

By leaning on virtual webinars and video meetings with fellow financial professionals and clients, our industry norm has switched to something none of us have experienced before. In today’s market, you want to make sure you are still providing information and value to your clients and peers. As dinner seminars are no longer standard, for the time being, we must lean on other things to supplement them and any other kind of seminar.

How can I supplement a seminar?

It starts with social media. As we all know, it is one of the biggest places to network and find prospects. Engaging on social media by creating content, engaging with others’ content, and consistently being active online is one of the best ways to build yourself up as a leader in the financial industry. Keep in mind that there are compliance rules and regulations but being active on social media is key to supplementing what we used to do during seminars and presentations.

Where should I be actively posting on social media?

The main place you should be networking is LinkedIn. The same people you would be inviting to your dinner seminar are likely active on LinkedIn. By reaching out to your 1st, 2nd, and 3rd-degree connections with a personalized message, catering to who they are, and what industry they are in, you are instantly able to begin a conversation and potentially end up doing business with them. On LinkedIn, you can also use their tool, Sales Navigator, to target your ideal audience, whether that is peers in your industry or potential clients.

Another key place you should be on social media is Facebook. It is a great avenue for advertising and targeting specific audiences. With Facebook, financial professionals can also join groups, network, message, and share posts. Posts you share on Facebook can be third-party articles that are current and relevant to the financial industry or current news, graphics that identify the services you offer or those on your team, ads (given that you are willing to pay for them), and more.

We know that times have changed, and the market has thrown the financial industry for a loop. However, there are numerous actions you can take to substitute what we used to call dinner seminars!

Financial professionals should follow the approval requirements of the carriers they represent and their Broker/Dealer and Registered Investment Adviser, if applicable.

TM201230-1022 | Designed for Financial Professionals.

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