Dinner seminars are a tried and true method of outreach to new clients. With many of us being locked up in our homes for the past two years, there’s actually pent up demand for in person events. However, there are so many ways to do these events poorly.

The Power of Data in Dinner Seminars

Today, Marc Rogers of Producers Prospect introduces you to Ryan VanSickle of Leading Response. Ryan is the data guy. He will help you research your market and optimize your event to find the high net worth clients that will build your book of business – not the folks who are just out for a free steak dinner. In this world of “data being the new currency,” Ryan has an embarrassment of riches.

It’s through Ryan’s partnership with Marc, who has tried and true methods on the execution side, that investment in these seminars can pay dividends for you and your business as a financial advisor. Today, we break down the “dos and don’ts,” as well as what your turnkey partnership with Producers Prospect looks like.