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Running a Successful Seminar.
The UK business protection gap currently stands at a massive £1.35 trillion in uninsured risk. Running a business protection seminar can help provide you with a perfect opportunity to talk to your clients about protecting their business and the solutions available to them.
Running seminars are not difficult but requires careful planning. Here are some important things to consider when you are involved in seminar planning:
Before you start, think about the objectives and goals you want to achieve.
Planning your seminar (Q35076) PDF: 145KB – use this timetable for the weeks leading up to the seminar so you can keep track of what needs to be done and when.
Seminar planning key elements (Q35077) PDF: 146KB – we’ve listed some key essentials you should know and consider when organising a seminar.
We have a range of checklists that can support you through the pre and post stages of your seminar:
Seminar objectives checklist (Q35078) PDF: 134KB
Day of seminar checklist (Q35079) PDF: 114KB
After the seminar checklist (Q35080) PDF: 114KB
We've produced some sample letters, a draft agenda, and a feedback form to use with your clients. The text can be tailored to your seminar:
Seminar invitation letter DOC: 26KB
Seminar attendance confirmation letter DOC: 22KB
Seminar agenda DOC: 19KB
Seminar feedback form DOC: 25KB
adviser guide
Our Adviser Guide contains tips on a range of topics including planning, carrying out research and developing your professional connections.This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.
