Have you ever thought about leveraging group information sessions to grow your practice as a financial advisor? Whether it’s a casual Lunch ‘n’ Learn or an in-depth Full Day Session, these events serve as friendly places where financial advisors can share knowledge, create a space for learning, and connect with potential clients.

Group Information Sessions serve as a platform to share your financial planning expertise, providing an informal and engaging way to connect with potential clients.

Join us as we explore why info sessions matter and how you can turn your info sessions into collaborative client opportunities!

Financial stress is one of the largest distractions in the workplace and employers understand the value of having happy and productive employees. This creates an opportunity to engage employers about financial well-being and develop and deliver group info sessions to employees.

What Is A Group Info Session?

A group information session is an interactive session where an expert shares insights, expertise, or valuable information with a group of participants.

For financial services companies, an info session can provide a valuable way to engage new clients. Providing prospective clients with information and insights, while also highlighting the value of financial advice.

These sessions come in various forms, including;

• Lunch ‘n’ Learn
• Half Day Sessions
• Full Day Sessions

Why Do Group Info Sessions?

These “info sessions” serve as a platform to share your financial planning expertise, providing an informal and engaging way to connect with prospective clients.

Moreover, larger companies may even pay for these sessions, creating an opportunity for financial advisors to get paid while delivering valuable information to employees.

Financial stress is one of the largest distractions in the workplace and employers understand the value of having happy and productive employees.

Employers want to help their employees improve their personal finances and their overall financial wellbeing. It benefits both the employee and the employer.

This creates an opportunity to engage employers about financial well-being and develop and deliver group info sessions to employees.

Types of Group Info Sessions

There are many different formats for a group info session. Group information sessions can happen in different ways, catering to different preferences and schedules.

1. Lunch ‘n’ Learn: Ideal for busy professionals, these are brief sessions conducted during lunch, allowing participants to learn while enjoying a meal.
2. Half Day Session: A more extensive session that allows for a deeper dive into the subject without taking up an entire day.
3. Full Day Session: A comprehensive session that covers a topic in detail over the course of a full day.

Goal Of An Info Session

The primary goal of an information session is to educate employees about a specific topic and including a case study is an effective way to translate theory into practice.

But beyond the session itself, it allows financial advisors to sign up participants to their email list or to a free trial of their financial planning platform, creating a direct line for future interactions.

The info session serves as a platform to issue a clear “Call To Action,” prompting participants to take specific steps, such as exploring more resources, signing up for a service, or connecting with you for further consultation.

Providing an interactive and engaging info session should always be the first goal, but an important second goal is how to engage participants in a longer-term relationship.

The Role Of Technology In Group Info Sessions

Technology plays a crucial role in facilitating group information sessions, making them accessible and engaging.

1. Registration Tools: Utilize tools like Calendly or Eventbrite to handle registration and organize your group info sessions.
2. Virtual Meeting Platforms: Platforms like Zoom facilitate the hosting of virtual sessions, enhancing accessibility and interaction.
3. Financial Planning Tools: Use your financial planning platform to share examples and case studies. Using a financial planning platform like Adviice goes beyond the session by allowing clients to sign up for a free trial.

Gain New Clients With Group Information Sessions

Group information sessions provide financial advisors with a unique opportunity to educate and connect with potential clients.

Whether through a quick Lunch ‘n’ Learn or a comprehensive Full Day Session, these events serve as a platform for engagement. Leveraging technology tools like Calendly and Zoom enhances accessibility, making it easier to convert informative sessions into lasting client connections.

Embrace the power of group sessions and utilize technology to elevate your financial advisory practice.