Choose a type of workshop that aligns with your preferences. Here are a couple of examples:

• Client Appreciation

• Fundamentals of Retirement

• Social Security

• Educational – Current Financial Environment

• Annuity Education Events

Who Your Workshop will Attract

Recognize that each market is unique, but as a general guideline, educational events may require twice the promotional effort compared to dinner events to secure confirmed attendees. While everyone enjoys food and dinner events are popular, it's essential to understand that allocating funds for meals to educational events may be necessary to achieve a comparable attendance rate. In some markets, educational events may attract a more do-it-yourself clientele, while dinner events may appeal to those with retirement needs or a preference for social environments.

Signage and Sticky Notes

Display signage showcasing your authored publications and articles. Include a professional headshot of the host during the presentation. Here's an example of what excellent signage should look like.

Schedule a break in the last quarter of your session, during which attendees can take a bio break and use a post-it note to indicate their desired appointment time on the provided blue sheet.

Get out your Calendars

Adjust the appointment-setting process for educational events by incorporating a break in the middle. Without a compelling reason for prospects to stay, scheduling a break for appointments is advisable. Inform attendees about your services before the break, emphasizing the importance of scheduling a first appointment. Highlight various services such as Trust Evaluation, Beneficiary Review, Tax Efficiency Review, Risk Assessment, Estate Plan, Retirement Plan Evaluation, Annuity/Brokerage Account Fee Review, and more. Prioritize services based on what your current clients value the most.