11 Types of Restaurants for 11 Types of Client Meetings

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Dinner Seminar Success: Focus on the Details

What’s Working Now: James McLoughlin wants to grow his business. So, he stays laser-focused on running dinner seminars twice a month. It’s working to the tune of $20 million—$25 million in annual new AUM. He says it’s cheaper than growing your business by acquiring someone’s practice.

How Using a Third Party Company Has Set This Advisor Up for Successful Dinner Seminars

This advisor has found success by outsourcing to a specialty company all the pre-planning for dinner seminars. He and his team simply show up at the venue and follow their turnkey system for bringing some 77% of attendees into initial meetings.

Hosting a Virtual Dinner Seminar—Steak Included!

What’s Working Now: We found ourselves in the virtual world out of necessity during the pandemic—but this advisor quickly found that webinars can bring in new clients who would never have come to a restaurant seminar. To broaden his reach, he plans to offer both traditional and virtual workshops in 2021 and beyond.