Thanks to everyone who put their hands up to say that they would/might be interested in mentoring a new or younger adviser - it was great to see so many LifeTalkers showing interest. So we've done something about it. Below you'll find a link to register to join our new Mentors Directory. It does what is says on the tin. Simply add your information and we'll put it live and promote it here, in our LinkedIn group and in our Facebook groups. It's new, it might break but it gets us started. It's free to register if you are an IFA or paraplanner. https://forms.gle/NCwrQpB7wmH3QeUA7

I know several financial advisers and financial planners who run extremely successful client seminars. Without exception, they see attendee-to-enquiry conversion rates in excess of 75%, with a couple consistently achieving over 90%, and they do it without having big budgets. Over the years I've noticed they tend to do a few things differently. Here are six pro tips for a higher converting client seminar. 𝟭. 𝗧𝗵𝗲𝘆 𝗼𝗯𝘀𝗲𝘀𝘀 𝗼𝘃𝗲𝗿 𝘁𝗵𝗲 𝗶𝗻𝘃𝗶𝘁𝗮𝘁𝗶𝗼𝗻 - They spend far more time than most advisers refining the wording and making it crystal clear who the event is for, what attendees will learn and why they should attend. 𝟮. 𝗧𝗵𝗲𝘆 𝗺𝗮𝗸𝗲 𝗮𝘁𝘁𝗲𝗻𝗱𝗲𝗲𝘀 𝗳𝗲𝗲𝗹 𝘀𝗽𝗲𝗰𝗶𝗮𝗹 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗺𝗼𝗺𝗲𝗻𝘁 𝘁𝗵𝗲𝘆 𝗮𝗿𝗿𝗶𝘃𝗲 - One firm reserves around a quarter of the seats in the room. The seats are marked as reserved, but nobody knows who they're reserved for. As people arrive, the hosts decide who they would like to move into those seats. It's a small thing, but the people concerned immediately feel recognised and valued. 𝟯. 𝗧𝗵𝗲𝘆 𝘁𝗿𝗲𝗮𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝘀 𝗴𝘂𝗲𝘀𝘁𝘀, 𝗻𝗼𝘁 𝗽𝗿𝗼𝘀𝗽𝗲𝗰𝘁𝘀 - One adviser doesn't point attendees towards the tea and coffee area. He personally takes them there, pours their drink and spends a few minutes getting to know them. Again, a small detail. But details matter. 𝟰. 𝗧𝗵𝗲𝘆 𝘁𝗲𝗹𝗹 𝘀𝘁𝗼𝗿𝗶𝗲𝘀 𝗿𝗮𝘁𝗵𝗲𝗿 𝘁𝗵𝗮𝗻 𝘁𝗮𝗹𝗸𝗶𝗻𝗴 𝘁𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 - The most successful seminars spend surprisingly little time talking about their business. Instead, they focus on stories, examples and real-life client situations that help attendees see themselves in the presentation. There's also a lot of evidence to show that speakers/presenters who tell their own personal story get a huge amount of traction. 𝟱. 𝗧𝗵𝗲𝘆 𝗺𝗮𝗸𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘃𝗶𝘀𝗶𝗯𝗹𝗲 - Many use live cashflow modelling on screen where an audience member volunteers their personal circumstances. For attendees who have never seen their future mapped out visually before, the experience can be genuinely eye-opening and often creates a desire to experience the process for themselves. 𝟲. 𝗧𝗵𝗲𝘆 𝗶𝗻𝘃𝗼𝗹𝘃𝗲 𝘁𝗵𝗲 𝗮𝘂𝗱𝗶𝗲𝗻𝗰𝗲 - Increasingly, advisers are using scorecards, assessments and interactive exercises during seminars.

Go to ChatGPT: “Act as an objective observer of my life. One at a time, ask me 10 questions about my goals, habits, work, health, finances and relationships. Then tell me what patterns you see, where I’m likely holding myself back, and what one change would have the biggest positive impact over the next 90 days.”