Mar '24 (edited) • Marketing ✨
Fifty opportunities for IFAs to highlight their expertise live and in person
I'm running a presentation skills training day today for an IFA firm who have decided to start using seminars and workshops to get their message out to their local area, and then go on to do in-house pension workshops for local employers.
Seminars are a proven way for advisers to attract high quality leads, but they are not the only way to use speaking and presenting to reach your market. So we came up with a list of over fifty ways that advisers can highlight their expertise live and in person.
Do you do any of these?
1. Networking events
2. Mastermind groups
3. Staff/colleague updates
4. Staff/colleague training
5. Conferences
6. Trade show presentations
7. Client seminars and education events
8. Client appreciation events
9. Presentations to professional introducers
10. Zoom presentations
11. Panel events and Q&As
12. Facilitation opportunities
13. Industry events and breakout sessions
14. School presentations
15. Colleges, universities and higher education
16. Careers events
17. Group coaching
18. Worksite presentations
19. Presenting local business awards
20. Religious institution classes
21. New service launches
22. Expert interviews
23. Podcast guest appearances
24. Group mentoring
25. Research paper presentations
26. Journalist and PR opportunities
27. Radio and TV interviews
28. Professional association events
29. Showcase presentations at the Professional Speaking Association and other speaking associations
30. Toastmasters
31. Meetup events
32. Webinars – your own
33. Webinars – as a guest
34. Local community financial education workshops – host or participate
35. University Alumni events
36. Corporate Financial Wellness programmes
37. Personal finance focused book clubs
38. Collaboration with local government and NGOs to provide financial literacy programmes
39. Financial literacy bootcamps
40. Local investment clubs – host or participate
41. Roundtable discussions with local business leaders
42. Life financial planning workshops for specific life stages
43. Finance and investment debates – organise or participate
44. Adult education classes
45. Chamber of Commerce events
46. Retirement planning retreats
47. Estate planning seminars
48. Women and Finance empowerment sessions
49. Homebuyer education workshops
50. Finance for young adults’ workshops
51. Later Life Lending/Equity Release explainer events
52. Business protection seminars for local companies
Feel free to add to the list!
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Fifty opportunities for IFAs to highlight their expertise live and in person
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