Many advisors are skipping the Q&A session in their workshops and I think this is a very serious mistake and a missed opportunity. Done well, a Q&A session massively enhances your stature with that audience and increases your business results. And the good news is you don’t have to fear the Q&A because you are in control of the process and you can prepare in advance. Take a look and decide for yourself.
“Taxes in Retirement” is one of the most popular and effective educational seminars out there. Here’s my take on a new “Power Opening” that sets the stage for tremendous audience interest, excitement, and action! It works for both live and virtual workshops and you can tweak it any way you like.
Virtual Presentations are a fantastic way to reach out and build new client relationships. They offer several advantages over live programs BUT they’re not as easy as you might imagine. In fact, some of the best “live” presenters struggle in front of that camera. It’s an extremely different and demanding communication modality that requires some special skills. Watch this video to learn how to make virtual come alive for you.
3 Common Workshop Mistakes
Quite a few advisors seem to be making these common errors in their workshops. They could be hurting your results significantly but they are a very easy fix.
Having Food At Workshops
Even if you’re doing educational workshops only and not the traditional lunch or dinner events, you STILL need some kind of snacks. People like to eat and drink and this is one way of making your folks feel comfortable and welcomed at the event. Doing it right also sends a subliminal message about you and the way you treat you clients. Very nice!!
10 Basic Workshop Rules
Don’t leave home without these 10 simple rules of workshops. They will always help you.
"Never Before" Opening Video
This is a great opening for any retirement-oriented workshop that will get the audience excited about your seminar.
I’m not a big fan of practicing every part of the workshop beforehand. But there are two parts of the event that you absolutely must “nail.” The Power Opening and Close are essential for your success. So practice those until you can deliver them in your sleep.
Two Topics That Resonate
There are two topics that you can weave into almost any workshop and they are generating a tremendous buzz from every audience. One is the discussion of Sequence of Returns Risk, which can be devastating to a retiree’s portfolio. The public is woefully uninformed about this issue. The second topic is the idea of taking some chips off the table and “de-risking” or protecting a portion of their assets. We are in the longest bull stock market in US history. For some clients, this idea will make a lot of sense..and make you look smart too.
Frank Maselli Offers Custom Tactical Coaching Programs
Frank will customize your private tactical coaching program to address your most important and impactful methods of practice. During this session, Frank will help you identify strategies to improve your day-to-day work flow, how you interact with clients, and ways to strengthen your practice that can provide tangible results.
Private coaching sessions are for individuals or management teams.