Financial Institutions/Services - Seminar Crowds - Clyde Clevelend

ProgramCritique.com Review:

Clyde Cleveland has been a well-known figure in the financial services and investment management industry for well over thirty years. He is also the founder and President of United Investment Group while working as a professional speaker since 1973.

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According to him, anyone can become a successful seminar agent if he follows the formula that is being put to use by most successful agents over the country. It is about what kind of seminar to host, the delivery and the manner in which you handle and set your appointment. You have to have a clear strategy in mind for all this.

One needs to focus on customer’s needs and achievements. This is a sure way to spell one’s own success. Cleveland points out that the difference between the successful seminar agents and the others was all a matter of attitude (here successful would mean those who make over one million dollars a year).

These people have a business with such a wide reach that it really does not matter to them whether someone actually attends their seminars to just eat and leave without making an appointment. They do not let someone’s absence affect them.

A change in attitude can bring a change in one’s perspective, mode of operating, personality and confidence levels. This turns you from a business chaser to a business magnet. Clients are drawn once they sense that you do not need them really. You have to broaden the business and for this you can use a simple and effective mailer that you can afford to send to as many people as you want.

You have to keep in mind that the seminar should not be too detailed and must maintain its focus, which is on getting the appointment. Your target should be to make people like you. They have to be impressed by your knowledge. You have to set them at a comfort zone personally.

During the seminar, the attendees can be provided with a form that they can simultaneously fill out. You should have a few well-trained assistants who will confirm the appointments at the end of the seminar as you talk to the ones who have not given you one.

Then another simple strategy to follow is a phone call to the RSVP list. Once you receive a confirmation, you have to call back and explain the benefits of these seminars. Ask them about their meal preferences. A simple card confirming the meal choice with directions to the seminar location has to be followed up with a reminder the day before. These techniques will definitely decrease the no-show rate. Most importantly, you have to find the right closing system for you. You have to learn it well so that you are confident when you are with the client.

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