Speaking for pay. Creating events for our clients. Tips, articles, resources.

11 Low Cost Ways to Market a Seminar

Market A Seminar Off and Online

You’re hosting or participating in an event, virtually or in person. If it’s your event, for sure, you’ll market it. If it’s an event you’re participating in, that’s another opportunity to get your name out there.

In addition to the ways listed in this article, there are plenty of ways to pay for marketing. Things like: targeted paid advertisement on social networking sites, ads or events notices in trade papers, newspapers, and magazines as well as using USPS’s local bulk mail for businesses system often brings new eyes to your work, too.

Often library systems offer free access to databases of individuals or businesses you can target, too.


Below are 11 ways to market that for free (although it will take your marketing person to do the marketing).

1) Submit a press release online to your local newspapers, including business journals.  They will tell you if your event is an ad or real news.   (Here’s a sample of a press release online http://www.marketingwithintegrity.com/8533-2/)

2) Visit the online magazines of the industry you’re in or that your ideal clients read for an opportunity to submit a press release.

3) The associations of your ideal clients often have newsletters and if you catch them at the right time, you can get your event in their newspapers.  Remember to contact all the local chapters of groups you’re a member of, too.

4) When you attend meetings, bring copies of the Press Release with you to share.

5) Your Website
• Put an affiliate link with a banner on the site (you can see mine, on the right side of www.ElevatingYourBusiness.com
• Promote the event according to the research I’ve read.  Tell and then remind your newsletter subscribers 3 times.  (a day before the event, a week before and two-three weeks before)

6) Your Blog
• Add a graphic and your affiliate or tracking link with banner to your site.  You’ll see an example on the right side of  www.MarketingwithIntegrity.com
• Create a blog post from a Press Release, share it with your social networking sites
• Add the event to your event calendar
• Send a copy to your Blog subscribers

7) LinkedIn
• Send an update out on your profile.
• Share the event with the LinkedIn Groups that you’re a member of and who have a majority of members who would be interested in knowing about the event.
• Add as an update to your Company page.
• Send an email to our LI connections and, if appropriate, ask them to forward the message to their friends or colleagues.

8) Facebook
• As an update
• Place it on your company page
• Send the link to any groups that you’re a member of who have members that would be interested
• Add it to your event calendar  https://www.facebook.com/events/upcoming
• Send an email directly to your FB connections via your yahoo.com account

9) Twitter
• As an update

10) Google Plus
• Post it as an update
• Share it with your communities
• Send it to your business connections

11) Other
• Hiring a service that lists events online for you.
• Create your own list of sites who accept events notices.  (I have my own).
• Ask colleagues to list the event on their websites.

Did I miss a way?  Add your way to our comments, and don’t forget to list your title, website and Twitter handle!

© Elevating Your Business 2016

Create A Hot Sheet For Your Speaking Engagements

You’ve probably read an article or two about the 4-8 different learning styles.  If you take a course on the best ways to provide trainings, you’re bound to learn about the importance of considering learning style elements when you plan your seminars, workshops, or speeches.  Important why?  Because you want your audience to retain and take action on the information you’re providing.  Right?

It’s helpful to consider the learning styles of your staff or clients as you create systems and processes for them, too.   But I digress.

A hot sheet is often used as an internet marketing tool.  I think it’s an extremely important element for financial advisors to include in your marketing toolbox, too.


Why Use Hot Sheets?

Have you noticed that advisors take a lot of written notes at conferences?  They’re not the only people taking notes, of course.  But many in the industry, including me, take notes of various lengths.  Some people use the notes later and for some, just the process of writing allows us to retain the new knowledge we’ve learned.

A hot sheet is a tool to help advisors do that and more.

When you’re developing your talk, you write notes that contain the talking points or you put the entire talk into writing.

What you could do next is to choose 3-5 of the more important (hot ) areas you’ll be discussing.  Next you take these hot topics and write the concepts in a way that the audience can fill in the blanks.

Example 1:

The three important visions financial advisors must create to grow or improve their firm in a focused way are:





Example 2:

There are _____ steps to creating a vision statement that will bring you more clarity and focus.


As you can see from my examples, I’ve provided two different ways for the audience to fill-in-the-blanks.

Hot sheet topics provide your audience an opportunity to listen to you with more focus as they fill in those blanks.  You may even find members of the audience email you after the event to learn the answers!


How I Design a Hot Sheet

When I create a hot sheet, it consists of 4 pages:

Page 1: Graphic with the title of the event.

Page 2: The hot sheet.  Keep it simple and just one page long.

Page 3:  I put an empty sheet here, for more notes.

Page 4: Information about me, my firm, call to action (CTA) and contact information.


Additional Resources

Learning styles  https://www.mindtools.com/mnemlsty.html

(c) 2015 Elevating Your Business

Advisors: Fast Track Your Success in 2015

Business Accelerator Inner CircleWould you like to attract more of your most profitable clients, have more time to spend with your clients, and re-energize your practice?

This 6-month intensive provides the arena and accountability you seek to implement positive change in your practice with direct feedback and support.

Sharpen your practice management skills and get ahead of the competition with this virtual workshop.
With business best-practices and proven systems, you will become a sought-after specialist in 2015 and for years to come.

How you will benefit:
• Discover how to attract more of the right clients
• Distinguish and focus on income-producing priorities
• Leverage your time and increase productivity
• Implement time- and money-saving systems for your back office
• Breathe easier as you create more time for the things that matter most

What you will cover:
• Conduct a business and life audit for clarity and focus throughout the workshop
• Define your client niche and how to attract them to your practice
• Create a comprehensive One Page Business and Marketing Plan®
• Execute your plans with accountability and feedback from your peers and Coach Maria

See the full Course Curriculum and a Week-by-Week Course Description here

Who should attend:
• Financial professionals – advisors, planners, managers
• Business owners who work with advisors
• Founders of advisory firms or service businesses

It benefits financial professionals to attend courses with owners of other types of businesses and vice versa. That’s why we’re opening this program up to non-financial professionals. However, financial professionals receive priority at registration.


Special feature:
Whether you live in the United States, Canada, or Europe we’ve made attendance convenient by offering the live sessions at two different times,
To learn about the program go to the Business Accelerator Inner Circle website

10 Ways FA’s Can Use Online Web Meeting and Conference Technology

Technology has sure come a long way, even in just 16 years!

The year was 1998 and I was attended an introductory class to coaching BY PHONE with many other participants on the line. I was perplexed as to how I was going to learn anything via phone. But, I first used technology (computers) in 1973 and was willing to give it a “good old girl” try.

After attending a few hundred hours of training via phone I graduated CoachU.com as a Life Coach and Certified Teleclass Leader. The technology is called a “bridge line” and the cost was $750 a year for up to 25 people listening in. That was way too much money for a new business owner to pour into one marketing strategy! So a few of us pooled our money and purchased a bridge line to produce our own teleclasses. Today, most audio only systems are offered free and can record each session, too.

In 1999, I was asked to facilitate a marketing class online where 35 other participants, from all over North Carolina, would be sitting at computers located in rural Small Business Development offices. They’d be able to view my PowerPoint presentation, ask me questions during the event, and even write questions while I was talking. I terrified and again I pushed ahead.

A month later, it took 45-minutes to set up the technology, but I was teaching a class looking like a Martian (with the headgear and technology I had to use). Today, you know these to events be webinars and the equipment you need to create one is a mic, phone, the technology (downloaded on on the Internet that produces the program), product that has access to the Internet (phone, computer, laptop, notepad, etc), and speakers!

While some webinar technology is free — free comes with a price — ads you can’t regulate. And as professional, even if you teach a free class, you don’t want someone else’s ads in on your presentations.

Today’s webinar programs are available at price points small business owner can afford. Free programs contain ads and often have technology problems. Some webinar programs you purchase will NOT allow you to download your recorded files. Instead you give out a link to their website where others can view it. Others allow you to download your files for other uses (think social media, an online client library, etc.)

Always have a written Process and Procedure for conducting webinar, teleseminars, etc. And have it approved by your Compliance Manager. (I know a few, that I’d recommend, in case you’re looking to hire someone new for your firm. Just ask me.)


The 10 Ways FA’s Might use Webinar or Teleclass Technology*

1. Hosting monthly meetings for their best clients

2. Conducting staff meetings (if your staff is on the road or you’re running a virtual office).

3. Conducting pre-client meetings

4. Conducing quarterly, mid-year, or yearly review meetings with clients who live out of your area

5. Meeting with local clients because it’s more convenient than trying to meeting in person.

6. Having the whole office sing Happy Birthday to one of your clients

7. Walking clients through your portfolio management system

8. Introduce a new staff member to your clients

9. Creating videos or training materials (of all different lengths)

10. Producing your own weekly “show”

(Let me know the way you’re using this technology, by posting it in the comment area of this blog post)

Remember, one of the perks of conducting webinars is that you can record them. This way if your clients, staff, etc. can’t view them live, you can send them a link to view them later.

*Always have a back up system to the one you’re using. I use a teleclass type system as my back up. You can find resources to more webinar and conference technology and software using Resource Links below.



Webinar Services I’m Currently Using or Testing

Below are the different services I use (some services I am an affiliate with).    Each of the programs below offer a trail period which varies from 7 to 30 days.


START MEETING:  Easy to use online, easy to use via Outlook or Google, my desktop or phone app.  You can download the recordings your computer, edit them (or not) and upload them anywhere you want. OR you can give out the link to the event and host it on Start Meeting.  Their $19.99 package allows 50 people to join the event, and they offer packages for many more attendees.  People can call in.  YOU as the speaker must be on your phone doing the training.  You can share your screen with others and many more features.  Learn more at: http://www.ElevatingYourBusiness.com/b/StartMeeting.html


MAESTRO CONFERENCE:  This is a more collaborative system.  You can create break out groups, just like you’d do if you were conducting a live training as well as use their service as a regular webinar.  Check out Maestro Conference at :  http://www.ElevatingYourBusiness.com/b/maestro.html


SKYPE:  I’ve conducted small group conferences using Skype Video.  However, so far, the only program I’ve found to tape them is Pamela.  ($36 to $57) http://www.ElevatingYourBusiness.com/b/pamela.html

FUZE:  Is an affordable program I’m about to test Fuze https://www.fuze.com/home

More Resources

My colleague, Michael Hartzell, wrote an article “11 Webinar Software Options for Online Meetings or Conferences”. You can read more about his findings here.

You can find other technology, marketing, and business development resources from me at here.

Tell me how you’re using this technology to further your business growth. Comment below.:


(c) 2014  Elevating Your Business.    Maria Marsala, Financial Advisor’s Business Coach