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Avoid Expensive Seminars and Reach your Audience Ethically and Consultatively
Learn how to team up with other professionals and hold seminars for a fraction of the cost of conventional seminars
By: Gary Rockwell
Seminar attendance, however, has fallen off dramatically in many parts of the country. Couple that decline with increasing marketing costs, and increased regulatory attention, and many Financial Advisors are wondering if they can survive in an industry that should be thriving due to the market meltdown. There does not seem to be an easy fix.
“Financial literacy seminars are far from dead”, say Jim Chilton, Owner and CEO of the San Diego based Society for Financial Awareness (SOFA). “The problem is that many dinner seminars are nothing more than thinly veiled sales presentations. They are kind of a “one size fits all” approach to financial planning. No one product is suitable for everyone.”
“The real problem”, though,” says Chilton, “is that while the media does a great job of presenting bad news about the economy, they do a terrible job of presenting positive, useful financial information that can make a profound difference in the lives of many people. SOFA tries to fill in the educational gaps, but it does so in a non-sales oriented way. What we have discovered”, says Chilton, “is that you do not have to hit people over the head with a sales pitch to provide a financial solution that works best for them, and that we can do this for a fraction of the cost of holding a conventional seminar.”
The Society for Financial Awareness is a non-profit speakers bureau whose goal is to end financial illiteracy in the United States. SOFA members (financial advisors, attorneys, tax professionals, mortgage brokers, realtors, health & wellness professionals)
For more information on a SOFA membership, or on how to hold a SOFA seminar at your organization, please call Gary Rockwell at (888) 443-7935. You can also visit the SOFA website at http://www.sofausa.org.