Ready, Set, Grow: Strategies for Financial AdvisorsReady, Set, Grow: Strategies for Financial Advisors

Maximize Your Seminar Success: Top Tips to Boost Client Conversions

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In this episode of Ready, Set, Grow, Advisor CMO Michael Poirot and co-host Chris Swan break down how to effectively generate business through dinner seminars while avoiding common pitfalls. Learn why a fine-tuned direct mail list is crucial for reaching your ideal audience and how the right venue and mailer design can make all the difference in attracting high-quality attendees.

They also share practical advice on engaging with potential clients, perfecting your timing, and adding a personal touch to build lasting relationships. Plus, discover how Impact's Conversion Coach resources can elevate your appointment setting and client conversion efforts. 

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  1. Ready, Set, Grow: Strategies for Financial Advisors

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Ready, Set, Grow: Strategies for Financial Advisors

Welcome to our video podcast series where industry experts in marketing, media, and sales share thei 
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