the essentials for hosting a perfect seminar

Seminars and educational workshops are one of the most efficient ways of getting in front of large groups of prospects in the shortest amount of time. Planning and conducting seminars can be a time-consuming process that can lead to a lot of trial and error. Using our past experience and knowledge, we created a seamless seminar and educational workshop process. We will provide you with all of the branded content for your attendees, do’s and don’ts on location and set-up, seminar presentation content, follow-up campaigns and much more. Our seminar team will provide you with compliance approved presentations and talking points. M&O will also give you exclusive pricing for all of your printed branded seminar.

Educational Workshop Timeline

Dinner seminar timeline

negotiating with restaurants guide

Simple, Branded Presentations

Everything you would need to provide attendees is included from your personal biography to directions to your office to recent financial articles of interest. Hover over the presentation topic to download a preview of the presentation. To request a customized presentation, click the square button below the presentation topic.

Included in presentation kit:
  • Branded presentation powerpoint
  • Workshop evaluation form specific to your chosen topic
  • Response form

supporting articles

We have thousands of articles covering dozens of financial topics on our system, The Source. You can use any of these articles at your seminars as supporting resources.

mailers

We will customize a seminar invitation mailer to match your brand! Just click the green button below, fill out the form, and submit! Pricing varies based on vendor, style and quantity. Specials and seasonal rates are sometimes available as well. Before you place your order, talk to M&O Marketing. We can make sure you get the best pricing possible. Below you will find the two companies M&O works with, along with downloadable pricing sheets and examples.

plum direct marketing

seminar breakdown, top performing samples, & more

  •  Seminar Custom Invitations
  • Postage, Printing, Mailing
  • RSVP: 800#, 24-7 to take calls for events
  • Reservation Landing Page (customized with headshot and bio for reservations) www.plumdm.com/newseminar
  • List (includes homeowner, age, marital status, household income*)
  • Login and database access to reservations and confirmation letters, name badges etc.
  • Supporting Marketing Materials (email templates, follow-up scripts, retirement check-list, seminar planning guide)
  • Administrative Work
  • Direct wedding style dinner seminar package costs:
    • $5,200: 8,000 Wedding style count
    • $3,400: All in pricing package (including postage, printing, mailing, design, list and RSVP)
  • Oversized postcards:
      • 5.6×11 (dinner seminar): 
        • $3,000: 5,000 count
        • $4,300: 8,000 count
      • 8.5×11 tri-fold:
        • $3,600: 5,000 count
        • $5,200: 8,000 count
  • Basic lead cards: 
    • $1,140: minimum of 3,000 pieces
      • Postcard tear off reply cards
      • Postage paid
      • Examples:
      • Schedule an appointment for a free gift lead cards:
        • Examples:
          • 8.5×11
            • Schedule an appointment & get a free gift card
            • $50 per person
            • 2 step process
  • One on one pre-set appointment cards:
    • $3,400: minimum of 5,000
      • 5 – 8 appointments
    • $6,100: 10,000
      • 10 – 16 appointments
    • Examples:
  • Basic lead cards: 
    • $1,140: minimum of 3,000 pieces
      • Postcard tear off reply cards
      • Postage paid
      • Examples:
        • 8.5×11 
        • 5.5×8.5
        • Schedule an appointment for a free gift lead cards:
          • Examples:
            • 8.5×11
              • Schedule an appointment & get a free gift card
              • $50 per person
              • 2 step process
  • One on one pre-set appointment cards:
    • $3,400: minimum of 5,000
      • 5 – 8 appointments
    • $6,100: 10,000
      • 10 – 16 appointments
    • Examples:
  • Allow 5-6 weeks for pre-planning
  • Target Dates: Tuesdays or Thursdays, in with a 6:00-6:30 PM start time and lunches at 11:00-12:00 PM start time
  • Venue: Upscale Steakhouse or Elegant Restaurant with Private Dining Room
  • Mail more mail and host smaller group events
  • Promote inspiring and positive messages regarding Covid
  • Confirmation Calls: I recommend agents conduct their own, in two round increments. One round when they first receive the initial reservation, to thank them and ask them if they have any questions about what to expect. A second round, 2-3 days prior to the event, confirming attendance.

“This lively, free workshop will cover planning for your family’s future, reducing risk, and provide answers to all your pressing questions during this turbulent time. If you choose to attend our live in-person workshop, please know that the venue staff and our team are taking extensive precautions to clean and sanitize the facility for your own safety. These measures include allowing a limited attendance roster, safe-distance seating arrangements, frequently wiping down and disinfecting surfaces, providing hand sanitizer and masks for all guests, meal to-go or dine-in options, and diligently keeping a safe distance between all persons in the meeting space throughout the event.”

Plum Marketing Contact: Jennifer Bova, Marketing Advisor

mailers

We will customize a seminar invitation mailer to match your brand! Just click the green button below, fill out the form, and submit! Pricing varies based on vendor, style and quantity. Specials and seasonal rates are sometimes available as well. Before you place your order, talk to M&O Marketing. We can make sure you get the best pricing possible. Below you will find the two companies M&O works with, along with downloadable pricing sheets and examples.

bau print and mail marketing

seminar breakdown, top performing samples, & more

• Allow 5-6 weeks for pre-planning
• Target Dates: Tuesdays or Thursdays, in with a 6:00-6:30 PM start time and lunches at 11:00-12:00 PM start time
• Venue: Upscale Steakhouse or Elegant Restaurant with Private Dining Room
• Mail more mail and host smaller group events
• Promote inspiring and positive messages regarding Covid

“This lively, free workshop will cover planning for your family’s future, reducing risk, and provide answers to all your pressing questions during this turbulent time. If you choose to attend our live in-person workshop, please know that the venue staff and our team are taking extensive precautions to clean and sanitize the facility for your own safety. These measures include allowing a limited attendance roster, safe-distance seating arrangements, frequently wiping down and disinfecting surfaces, providing hand sanitizer and masks for all guests, meal to-go or dine-in options, and diligently keeping a safe distance between all persons in the meeting space throughout the event.”

• Seminar Custom Invitations
• Postage, Printing, Mailing
• RSVP: 800#, 24-7 to take calls for events
• Confirmation Calls: I recommend agents conduct their own, in two round increments. One round when they first receive the initial reservation, to thank them and ask them if they have any questions about what to expect. A second round, 2-3 days prior to the event, confirming attendance.
• Reservation Landing Page (customized with headshot and bio for reservations) www.plumdm.com/newseminar
• List (includes homeowner, age, marital status, household income*)
• Login and database access to reservations and confirmation letters, name badges etc.
• Supporting Marketing Materials (email templates, follow-up scripts, retirement check-list, seminar planning guide)
• Administrative Work

Bau Print Marketing Contact:
Melissa Schlesinger

the essentials for hosting a perfect seminar

Seminars and educational workshops are one of the most efficient ways of getting in front of large groups of prospects in the shortest amount of time. Planning and conducting seminars can be a time-consuming process that can lead to a lot of trial and error. Using our past experience and knowledge, we created a seamless seminar and educational workshop process. We will provide you with all of the branded content for your attendees, do’s and don’ts on location and set-up, seminar presentation content, follow-up campaigns and much more. Our seminar team will provide you with compliance approved presentations and talking points. M&O will also give you exclusive pricing for all of your printed branded seminar.

Educational Workshop Timeline

Dinner seminar timeline

negotiating with restaurants guide

the essentials for hosting a perfect seminar

Seminars and educational workshops are one of the most efficient ways of getting in front of large groups of prospects in the shortest amount of time. Planning and conducting seminars can be a time-consuming process that can lead to a lot of trial and error. Using our past experience and knowledge, we created a seamless seminar and educational workshop process. We will provide you with all of the branded content for your attendees, do’s and don’ts on location and set-up, seminar presentation content, follow-up campaigns and much more. Our seminar team will provide you with compliance approved presentations and talking points. M&O will also give you exclusive pricing for all of your printed branded seminar.

Educational Workshop Timeline

Dinner seminar timeline

negotiating with restaurants guide

To maximize your brand identity, it must stay consistent across all platforms and that includes your company folders/seminar folders. See our customized folder examples below & click the button to fill out the form if you’re interested in getting a customized folder.