Seminar Solution Sets

financial advisor seminar set

Fill your sales pipeline with qualified prospects

  • Single-Session Seminars
  • One-on-One Presentations
  • Webinar Presentations
  • Updated Seminar Content
  • FINRA Reviewed

Detailed Information

Gain access to a seminar package that addresses various aspects of an important financial topic. Sets include one to two Single-Session Seminars and one to three Webinars & Presentations, depending on the topic. The entire Webinars & Presentations collection is also available as the One-on-One Collection.

This solution is included in these Packages:
Grow
Invest
Manage

Available Seminar Solution Sets

Annuities and Taxes

Includes one Single-Session Seminar:

Includes two Webinars & Presentations:

Approaching Retirement

Includes one Single-Session Seminar:

Includes three Webinars & Presentations:

Business Owners

Includes two Webinars & Presentations:

College Funding

Includes one Single-Session Seminar:

Includes one Webinar & Presentation:

Estate Planning

Includes one Single-Session Seminar:

Includes three Webinars & Presentations:

Financial Management

Includes one Single-Session Seminar:

Includes one Webinar & Presentation:

Investment

Includes two Single-Session Seminars:

Includes one Webinar & Presentation:

Retirement

Includes one Single-Session Seminar:

Includes three Webinars & Presentations:

Retirement Income

Includes two Single-Session Seminars:

Includes one Webinar & Presentation:

Social Security

Includes one Single-Session Seminar:

Includes one Webinar & Presentation:

Starting Out

Includes one Single-Session Seminar:

Includes two Webinars & Presentations:

Women’s Finance

Includes one Single-Session Seminar:

Includes two Webinars & Presentations:

One-on-One Collection

Includes all 17 Webinars & Presentations

Product Features

Presentation Features
  • Full-color, 20+ slide PowerPoint presentation with script; provides content for 30-minute meeting
  • Video introduction to promote seminar via email or website
  • FINRA-reviewed material
  • Interactive client workbook
  • Coordinating seminar invitation
  • One-on-One Collection includes access to entire Presentations library
Single-Session Seminar Features
  • Full-color, 50- to 72-slide PowerPoint presentation with script; provides content for a 50- to 75-minute seminar
  • FINRA-reviewed material
  • Annual updates
  • Four-color, 20-page participant workbook, with personalized branding available
  • Marketing materials: letter, flyer, invite postcard

Ask us about broker-dealer pricing

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