Practical guidance for advisors planning, running, and reviewing educational events.
A full registration list is encouraging. It is not the same thing as a full room, and neither tells the whole story of a financial education seminar. The most useful scorecard follows the journey from first response through attendance and the next conversation. Each stage answers a different question.
A seminar reminder earns its place when it helps a registrant do something. Repeating the invitation several times is not a strategy. Useful reminders reduce uncertainty: where to go, when to arrive, what to expect and how to tell the organizer that plans have changed.
Most registrations may arrive through a landing page, but the few taken by phone still need to reach the same operational system. A separate sticky note, email chain or spreadsheet can leave a guest off a reminder list or cause the team to prepare an inaccurate headcount. One event roster is the better starting point.
Bring your market, topic, or target date. We’ll talk through what the first campaign would take.
Seminar