1. How to Conduct an Effective Client Seminar
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Simple Steps to Plan from Start to Finish
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2. How to Conduct an Effective Client Seminar
Step 1: Planning
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3. Determine the 5 Ws Suggested Timeline 1.5 – 1 month prior to seminar
WHY: Establish Your Goals and Objectives
What are you trying to accomplish?
WHO: Identify Target Audience and Owner
Event owner – who’s the main organizer?
Scale – Determine number of attendees
Recruit attendees
Centers of Influence
Client list (Salesforce)
Referrals/Introductions
Business and Leisure Associations
Client Appreciations
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4. Determine the 5 Ws WHAT: Determine Topics, Speakers, Sponsors, Budget
Topics - Use compliance-approved material in the Client Seminar Playbook
Master Playbook
(Business Development Section)
Multicultural Playbook
(Marketing Tools Section)
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Client Seminar Playbook
Where to find the Client Seminar Playbook?

5. Determine the 5 Ws WHAT: Determine Topics, Speakers, Sponsors, Budget
Determine your speakers. Internal or external?
Agents or managers
Joint work: Leverage outside speakers
Gather speaker bios, info, photos
Third-party speakers
Review Third-Party Speaker Guideline
Complete and insert disclosure slide in third-party speaker’s presentation deck
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6. Determine the 5 Ws WHAT: Determine Topics, Speakers, Sponsors, Budget
Outside sponsors – work with compliance
Corporate internal sponsors
Agency sponsors
Budget (consider these. Work with Ops Dir to submit to HO at least 3 weeks prior to event)
Refreshments
Gifts & souvenirs (rewards for Q&A)
Stationeries (pens/pads)
Location costs (if any)
Donations to sponsors
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7. Determine the 5 Ws WHEN: Select Date/Time Multiple dates Frequency
Consistency
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8. Determine the 5 Ws WHERE: Choose Location, Venue, Vendors Restaurants
Ideal location - Agency training rooms
Offsite options: the number of attendees will determine capacity needs
Restaurants
Libraries
Community centers
Learning centers
Businesses
Hotel conference rooms
Consider infrastructure
WiFi
Facilities
Parking
Entry
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9. Step 2: Pre-Event Preparation
How to Conduct an Effective Client Seminar
Step 2: Pre-Event Preparation
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10. Checklist to help you dot your I’s and cross your T’s
1 month to 2-3 days prior to seminar
Suggested Timeline
Logistics
Work with vendor on refreshments/F&B
Prepare gifts and souvenirs, stationeries
Prepare banners/signage
Determine who’s greeting guests/checking in at registration
Venue details
A/V equipment
Visuals like flip charts, boards, markers
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11. Checklist to help you dot your I’s and cross your T’s
Schedule/Agenda
Outline seminar schedule
Who will be speaking and when
Build in breaks
Speaker Preparation
Agency/Manager – Study, Role Play, Ask for Help
Outside Speaker
Review Guidelines for compliance approval
Insert disclosure slide into third-party speaker presentation
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12. Checklist to help you dot your I’s and cross your T’s
Promotion
Leverage approved materials in Client Seminar Playbook (invitation flyer, , attendee reminder s (sent 2-3 days before event)
Promote using speaker bios, info, photos
Final Confirmation
Conduct seminar “walk-through”
Double check all steps
Collect final count of attendees. Print out list for registration.
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13. Step 3: Day of Event Execution
How to Conduct an Effective Client Seminar
Step 3: Day of Event Execution
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14. Hosting a Successful Client Seminar
Arrive Early
Setup room
Arrange tables/chairs
Banners/signage
Pens/pads
Survey forms
Response cards
Refreshments/F&B
A/V test
Registration
Greeters
Print out list of attendees
Presentation
Positive attitude
Smile!
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15. Step 4: Post-Event Follow Up
How to Conduct an Effective Client Seminar
Step 4: Post-Event Follow Up
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16. Follow Up for the Close Collect or send electronic version
Survey forms
Response cards
Mail out
Thank you cards
Thank you s
Enter into Salesforce
Follow-up with consistency
Ask for feedback
Book appointments
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17. How to Conduct an Effective Client Seminar
Thank You!
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18. AIG Financial Network is a sales and distribution unit of American General Life Insurance Company (AGL), Houston, TX, and is a member of American International Group, Inc. (AIG). Policies issued by American General Life Insurance Company. Issuing company is responsible for financial obligations of insurance products. Guarantees are backed by the claims-paying ability of the issuing insurance company. AGL does not solicit business in the state of New York. Products may not be available in all states and product features may vary by state. ©2019 AIG All rights reserved. AGLC112324
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