The educational workshop can be an effective marketing practice and a way to provide education to your local community, helping to grow your business by creating a loyal client base that views you as a leader in financial planning.

We’re joined by Mike Thurman, co-founder of White Glove, as he showcases how other financial advisors have used educational workshops to turn new attendees into clients. Mike shares tips from planning your workshops all the way through the post-workshop follow-up to ensure you can get the most out of your investment.

In this episode:

• How to plan and prepare for an educational workshop


• Marketing your event to clients and prospects


• Expectations for the day of your workshop


• Top tips for debriefing and following up


• Measuring results: Meetings booked and new client targets

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The post Becoming a local thought leader with educational workshops appeared first on Viewpoints | BMO Global Asset Management.