The dinner seminar, “is actually very effective,” he said. “It’s one of the most effective approaches we have to engage with prospects and eventually turn them into customers.” ...

Then there are those investors who get a glossy postcard in the mail offering a free steak dinner and the chance to meet a savvy financial planner at an “investment seminar.” These free lunch ...

This should also be the rule for those increasingly popular so-called educational investment seminars or workshops. If these gatherings — often with a free lunch or dinner included — promise ...

Likewise, with a seminar, you use marketing—typically via direct mail—to get a prospect to respond and register for the upcoming event. At the event, you present your products and/or services.

Cold calls are dead and dinner seminars passé, so financial advisers are using other marketing tactics to attract skeptical and increasingly jaded prospects. Lee Munson goes for the offbeat. Mr ...

By Martin Krikorian If you’re over the age of fifty, chances are you have received an invitation in the mail to an investment seminar that includes a “free lunch or dinner”. According to the ...

The investigation, which ran from April 2006 to June 2007, focused on 110 investment firms and branch offices that sponsor sales seminars for seniors with free meals.

A flyer offered dinner and a seminar at a local restaurant. The speaker, a financial adviser, recommended FIAs to about 20 prospective investors and set up a private meeting later with the Bradys.