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LIVE EVENT RESOURCES

The following content has been created to help maximize the ROI of your live events. From sample presentations to appointment setting process, this resource page is loaded with best practices based on data from previous events to help you become the best presenter you can be.

DOWNLOADS

The section below features education and tools to help you convert more business from your seminars and workshops.

Client Acquisition Case Study Flyer
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College Workshop Guidelines
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Conversion Guideline Flyer
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Fear of Saturation Flyer
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Top Producer Playbook
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Seminar Planning Guide
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2024 Seminar Calendar
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Benefits PDF
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PRICING

Concierge Quantum PDF
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PROCESS

Connecting with your audience and nurturing your prospects through the sales cycle is the foundation of live event marketing. This page offers practical steps to help set more appointments and fast track your prospects to clients and advocates for your practice.

Live Event Case Study
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Client Acquisition Nurturing Process Flipbook
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Connecting With Your Live Event Audience
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Establishing Strong Client Relationships
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GENERIC WHITEPAPERS

Quantum’s content library is an advisor’s central hub for the latest resources and information your clients need. Covering relevant topics that you might go over in day-to-day meetings, our whitepapers can provide the education your clients crave while catering to your brand and your voice. View, download and personalize all of our consumer-facing whitepapers below!

5 Things About Inflation
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What to Know About Annuities
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10 Things About Social Security
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Roth Conversions
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6 Things About Medicare
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What Is A FIA?
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Benefits of FIAs
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5 Things Retirement Income
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10 Financial Tips
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Consider Before Retiring
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12 Retirement Risks
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College Planning
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GENERIC PRESENTATIONS

The sample presentations in this section are meant to be a guide for your narrative. Remember that “less is more” when it comes to your visuals. You want the audience focusing on why you became an advisor, who you work with and what you do for them. The more charts and graphs you have, the less successful you are likely to be. Think of your presentations as a story that gradually unfolds and is designed to facilitate an emotional response from your audience.

Coping with the Market’s Ups & Downs
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Estate Planning & Wealth Transfer
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Financial Planning for Women
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Generic Risks in Retirement
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Legacy Planning
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Path To Retirement
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Understanding FIAs
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Wealth Management 101
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Social Security
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Market Volatility
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APPOINTMENT SETTING

The goal of your seminars is to introduce qualified prospects to you and your practice and help them understand the benefits that can come from meeting with you. These tools can make it easier to set appointments at your seminar by encouraging the audience to truthfully assess themselves and come to the realization that they need your help.

Appointment Setting Process Sheet
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