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Host a successful Elder Law or Estate Planning seminar by doing these things now!

Published June 28, 2019 ยท 28:44

About this video

Join us for our monthly marketing coaching sessions by RSVP'ing here: https://go.bambiz.net/marketing-101

If you host educational seminars (workshops) to the public about estate planning or elder law topics you need to follow these steps.

In this video, we go over...

* How many seminars to have a month * The ideal number of seminar attendees * Best days of the week to host your seminar * Best time of the day to host your seminar * Should you offer a full meal or not? * What type of venue to host your seminar at * Accessibility concerns * Best time of year to host your seminars * Best practices to convert seminar attendees into actual booked consultations * How to get "no shows" to attend a future seminar * And more...

Join us for our monthly marketing coaching sessions by RSVP'ing here: https://go.bambiz.net/marketing-101

Partial transcript:

- Thank you for being a part of the first marketing coaching session my goal for this is to once a month get on here, and if anybody has any questions or issues with marketing that they wanted to discuss, have the ability to interact with the team over here at Bambiz, if it's myself or anybody else that's going to be doing these. And we can answer those questions for you. To start it off, I don't see any questions in the chat area.

I do have a topic that I thought would be good to kind of discuss a little bit. But if you had something in particular that you did want to go over before I get into that, please go ahead and let me know. All right.

Well, what I wanted to go over with is about workshop best practices. So, we have clients all over the country and about 90% of those clients that we're working with right now who are elder law and estate planning attorneys, are hosting educational workshops or seminars. Not that we've invented that process, but we see everybody doing their own thing, and we kind of understand now, over the course of the last two and a half years, what's working really well. As far as just the different types of workshops that people are hosting, when they're hosting them, the venues and that type of thing. So, we'll kind of just run down some of those best practice features that we've seen.

The sweet spot that we've seen on our end for hosting the right amount of workshops a month, for small and solo practices is about one to two events per month. What we've seen is doing those on like, if you're just doing one obviously, doing that like the second maybe, or the fourth week of the month, seems to be pretty popular. If you're doing two of those a month, we've seen a couple different things that are very successful. One of those being two on the same day, so you have like a mid-afternoon and then like an early evening workshop the same day. And then some people are doing them on Tuesdays and Thursdays. And that could be like a Tuesday and Thursday the same week, or that could be a Tuesday and a Thursday with staggered weeks. So maybe somebody's doing them on like week two, and then week four of the month. And then on week two, they're doing them on a Tuesday, and then week four they're doing them on a Thursday. And so, when you're doing that it gives you the ability to kind of see which week is performing the best, at what time. If you're doing it maybe at mid-afternoon on one of those dates, and then you're doing an evening one on the other. Or if you're doing like a Tuesday and a Tuesday, you can test out different times. So maybe do a mid-afternoon on the first Tuesday and on the fourth Tuesday of the month. You try like an early evening. And then you kind of see after a month or two of doing that, if you're getting more registrations or a higher quality of a person, at a particular time, then that's the one that you end up wanting to go with moving forward. Does anybody have any questions before I move on to the next thing about the number of workshops to host a month? Perfect. I'm going to go ahead and mute everybody. And then if you have any questions just pop on in the chat area in the window. And then I can easily unmute you, so you can ask your questions. Or you can just write your questions in the chat area, and I can see those live, and we can go over those together.

Full transcript and video available here:

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