Posts Tagged ‘High-Quality Referrals’

How to Avoid Expensive Mistakes When Hosting Events

Due to the dramatic falloff in results from traditional financial seminars, advisors are now hosting events to generate prospects.   The good news is that many advisors are generating good will with clients. The bad news is that many of these events are huge failures in initiating relationships with quality prospects.   The exciting news is that by avoiding the key mistakes listed below, advisors can turn events into hugely successful prospecting vehicles.

Here are the top 6 mistakes advisors make when hosting events (more…)