Dinner Seminar Planning Process

Planning
  1. Determine a suitable location(s) for your dinner seminars. Nice restaurants will always draw more than lesser establishments. If you are unsure about a suitable location go towww.maps.google.com, and type in your zip code to produce a map of your area. Next, click the locate businesses icon and type in banquets or restaurants. Call and speak with the manager about scheduling your event. Be sure to inspect the establishment before making a commitment to be sure the room is suitable for your presentation. Ask for discounts based on the free advertising the restaurant will get when you mail your invitations.
  2. After you find a suitable place and time, call us and we will run a demographic report to determine the number of prospects who will be located in an appropriate radius from your location. Whether your seminars are highlighting retirement planning, education funding, estate planning, long term care, or investments - we have the highest quality lists to match your demographics. The lists are updated daily and are the finest in the direct mail industry.
  3. Decide which mail package to invest in to market your event. Remember a good rule of thumb is to count on about a 1% response to your mailing. The Bronze, Silver & Gold offerings are suitable for most advisors' campaigns. Additional counts are available by request. Once you decide, fill out theorder formto move on to the invitation design step.
  4. Determine your topic and choose from one of our highly effectiveseminar invitations. You will have the ability to customize and mix and match copy from any of the invitations. We will assist you in writing the financial copy to tailor the invitation to your specific preference and seminar topic. Any wording or colors that you wish can be incorporated into the custom design for no additional charge. Allow one business day for seminar invitation design and you will have a proof sent to you for your approval and compliance review if necessary. Upon proof approval, your invitation will be sent to press for production and addressing. This process typically takes 4-5 business days. The invitation will then be packaged and taken to the Post Office and then sent out by first-class mail. Ideally, your prospects should receive the invitation 10-14 days in advance of your first presentation.
  5. 5. Be sure to call and remind your attendees the day before your seminar. This will help prevent no-shows. Polish up your presentation because the room will be full of qualified prospects. Finalize the menu and seating arrangements with the restaurant. Download thePlanning a Dinner Seminartip sheet for additional useful information.