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Workshops are Never the Same - Or Are They?
Choose a type of workshop that aligns with your preferences. Here are a couple of examples:
Client Appreciation
Fundamentals of Retirement
Social Security
Educational – Current Financial Environment
Annuity Education Events
Who Your Workshop will Attract
Recognize that each market is unique, but as a general guideline, educational events may require twice the promotional effort compared to dinner events to secure confirmed attendees. While everyone enjoys food and dinner events are popular, it's essential to understand that allocating funds for meals to educational events may be necessary to achieve a comparable attendance rate. In some markets, educational events may attract a more do-it-yourself clientele, while dinner events may appeal to those with retirement needs or a preference for social environments.
Signage and Sticky Notes
Display signage showcasing your authored publications and articles. Include a professional headshot of the host during the presentation. Here's an example of what excellent signage should look like.
Schedule a break in the last quarter of your session, during which attendees can take a bio break and use a post-it note to indicate their desired appointment time on the provided blue sheet.
Get out your Calendars
Adjust the appointment-setting process for educational events by incorporating a break in the middle. Without a compelling reason for prospects to stay, scheduling a break for appointments is advisable. Inform attendees about your services before the break, emphasizing the importance of scheduling a first appointment. Highlight various services such as Trust Evaluation, Beneficiary Review, Tax Efficiency Review, Risk Assessment, Estate Plan, Retirement Plan Evaluation, Annuity/Brokerage Account Fee Review, and more. Prioritize services based on what your current clients value the most.
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FAQ
What is workshop marketing?
Workshop marketing is the ability to market to a specific audience and draw them to a venue, thereby educating them or presenting a product or service. It is commonly done at restaurants, libraries, community centers, senior centers, and other local venues.
Workshops can sometimes be a single day, or two days. LeadShop allows users to have a two-day workshop campaign, but the two days must be within 7 days of each other.
How does the pay/workshop option work?
The pay/workshop option allows LeadShop users to pay a marketing service fee with their subscription plan and the ad buy to run a workshop campaign. Starter plans will use the pay/workshop option, paying $99/month, $400/campaign, and then a selected dollar amount for their ad buy. Standard plans will automatically get up to 4 workshops included with their $1099/month purchase, but will still purchase ad buy separately. If Standard plan users want more than 4 workshops in a month, they can purchase more using the pay/workshop option for the 5th, 6th workshop, and so on. The pay/workshop option is paid as a Marketing Fee and is applicable to only one workshop campaign.
Which plan could be best for me?
If you're getting started with workshops, the Starter plan is right for you. This will allow you to save money while also learning the ropes. As you develop in your skillsets, you may do more workshops. If you're doing 2 workshop campaigns in a month, the Starter plan will be your most viable option. If you do 3 workshop campaigns in a month period, we recommend upgrading to the Standard plan, as this option will save you money. If you have a team or agency, the Enterprise option may work best for you.
How effective is workshop marketing?
Workshop marketing is a very effective and modern way to get yourself in front of an audience and sell yourself, your knowledge, or even a product or service. It tends to be a more productive use of time and lend higher ROI than cold-calling, door-knocking, and other sales methods.
What if I don't know how to do workshops?
If you are unsure how to do workshops, we recommend visiting annuityfundamentals.com, where you can access extensive training, masterclasses, and instructors fit to train you in workshops for insurance and financial products.
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