Selecting the Workshop Venue

In general, opting for a "neutral" site proves advantageous for workshop success. Hosting it in your office's conference room, while appealing, tends to limit attendance and make invitees feel uneasy, especially those affiliated with competing firms. Another key factor is tailoring the workshop location based on the income of prospects:

1. High-end prospects ($500-1,000,000+): Exclusive restaurants like Flemings, Ruth Chris, Morton’s

2. Restaurants with private rooms

3. Chain restaurants with private rooms

4. Country clubs and golf clubs

5. Low-end restaurants with buffet-style food (ideal for Medicare events)

6. Colleges, libraries, senior centers, recreation centers (lower cost, but higher mail costs)

7. Advisor's office meeting rooms for client appreciation or bring-a-friend events

Targeting Based on Income & Convenience

Different locations suit various income brackets, with upscale venues like hotels, country clubs, and private-room restaurants being ideal for higher-income prospects. Libraries, classrooms, and civic auditoriums are suitable for mid-level markets, while prestigious colleges make excellent workshop locations.

When selecting a workshop venue, consider the convenience for attendees, avoiding locations requiring more than a 15-minute drive. Assess your market's characteristics and tailor your choices accordingly.

Site Selection Tips

Take note of the pros and cons of potential workshop locations using Site Selection sheets. Include all relevant information in surveys, such as contact details, menus, and date surveyed, for future reference. Maintain open communication with your mailing house for efficient event coordination and database updates.

Considerations for Workshop Event Site:

- Location, address, and contact info

- Room charge and event deposit

- AV equipment rental

- Meal charges per attendee

- Seating capacity and obstructions

- Distance from the office and parking availability

- Noise levels during events

- Wait staff details, debrief, and engagement practices

Pulling Zip Codes

Retrieve zip codes around the workshop location from your mailing house. Prioritize information about the city's zip code and search within a 10-mile radius, considering factors like drive time and traffic, especially for Social Security recipients. This will help determine the workshop area's size and the number of days needed for conducting workshops.