Engage with prospects in a dynamic, small-group setting

Roundtable Marketing

The Best Alternative to Large Group Seminars

While seminars are the fastest method of reaching the largest group of your prospects, Roundtable discussions are an effective way to encounter your most affluent prospect segments. Studies show that the most affluent prospects prefer meeting their financial professional in a more intimate and social setting, and roundtable events offer the best format to achieve this.

No formal presentation is needed, and you bear fewer venue logistics and lower expenses. As a more attractive option for affluent prospects, you establish better connections, build rapport with potential new clients, and encourage group discussions in a personal setting.

Learn how the Roundtable Marketing Program can produce a seminar-like ROI with larger case sizes and a higher appointment conversation ratio.

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