Why more advisers are taking the free dinner seminar off the menu A free meal can help win new clients, but some advisers say the prospecting strategy is dated and projects a bad image. SEP 21, 2021 ...

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 ...

When I was first introduced to the concept of dinner seminars, I have to believe it was like the invention of fire—it blew my mind. The idea that I could present to a group of people and then ...

SIOUX CITY -- Financial adviser Thomas Targonski will host an investment club seminar at 10 a.m. Feb. 28 at 4501 Southern Hills Drive, Suite 5.