[Editor’s Note: This article is based on Steve Sanduski’s podcast interview with Bill Keen of Keen Wealth Advisors. To access more than 100 interviews with industry leaders, subscribe for free to Steve’s podcast, Between Now and Success by clicking here.]
Seminars work. I’ve had multiple advisors on my podcast in recent months who are all killing it with seminars. In fact, today's podcast guest, Bill Keen, raised $90 million in new AUM last year from his seminars.
Sure, it seems old school in the age of Facebook, YouTube and Zoom, but people still value human-to-human live contact. You can only Google, click and swipe so much before you just want to hear an actual person give you some good, solid information about how to live the best life possible with your money.
There’s more than one way to create an effective seminar program. Here are a few I’ve seen.
1. Target people of a certain wealth.
2. Market just to near retirees at certain companies.
3. Piggyback on local educational institutions and hold adult education workshops.
4. Plug into pre-packaged programs similar to the program offered by my recent podcast guest David Bach.
If you’re behind the curve on seminars and you aren’t sure how to start, my guest today, Bill Keen, is going to help you catch up. Bill’s firm, Keen Wealth, has almost half a billion dollars in AUM, and seminars have been pivotal to Bill’s success.