Investment Management

Seminars That Make Sense

Face-to-face seminars are often the only chance investment professionals get to meet with potential clients. Here are ten tips on how to make your next presentation a success:

  • Determine your message
  • Identify your audience
  • Determine how many, when and where
  • Send invitations with advance notice, asking for RSVPs
  • Prepare, but don’t over-prepare
  • Meet and greet before you speak
  • Stay on message
  • Allow for questions
  • Offer to follow up on questions you can’t answer
  • Provide a sign-up sheet so you can send thank you cards to attendees