Seminars are one of the most powerful ways for getting your message out to your clients and prospects.
Have you held a seminar lately?
Seminars not only solidify your position as a leader in the eyes of your clients, but it also provides an opportunity to create new relationships with your prospects. If you invite both your existing clients and your list of ideal prospects to an informational seminar, this may be the first time that many of those prospects meet you face to face for the first time.
Holding a seminar really isn’t difficult. Finding meeting space is easy, if you don’t have room at your own office or if you work from home. Contact local mid-grade hotels (Marriott, Radisson, Holiday Inn, etc.) and ask for their best rate on a small conference room…Then offer them half that. You can get conference rooms for under $100 for an entire day if you look around.
One of the best ways to run a seminar, and also make it easy on you, is to invite a trusted colleague in another market sector to come and present to your group. For example, bring in a mortgage broker, real estate appraiser, financial planner, etc. To take this strategy a step further, do a joint venture with that person, and mail to each other’s lists, and bring both groups of people in for both of you to speak to.
Even doing a one or two hour seminar in this fashion to a local audience is a great way to add value to the lives of your clients and prospects. More than just a relationship tool, it will directly bring in new business to you. When doing one of these events, it’s not uncommon for people to approach you with tax questions, at which point you can schedule an in-office consultation.
Don’t forget to take advantage of this in-between time of year for your tax clients and prospects. Find an excuse, such as by holding a seminar, to meet with them face to face and discuss their mid-year tax questions. This not only adds value to your relationship with them, but maintains Top of Mind Awareness (TOMA) in their minds for you.