Invitation template. Date. Time. Venue RSVP. Dear <client s first name>
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1 Header Seminar Pack This pack contains templates to help you create a simple and effective client seminar aimed at prospective Self Managed Super Fund (SMSF) clients. The pack gives you the basic tools you need to invite and follow-up clients, and the tasks required to run a seminar end-to-end. The templates below are provided as a guide only and we suggest that you include your own wording and branding so they have meaningful impact.
2 Invitation template Dear <client s first name> <Insert company s name> is pleased to invite you to an exclusive presentation on setting up an SMSF as part of your portfolio. <Insert adviser s name> will present you with: a snapshot of SMSFs today information about your responsibilities in setting up an SMSF market insights for SMSF investment strategies. If you already have an existing SMSF, one of our advisers can conduct a comprehensive strategic review of your investment strategy and provide advice on your asset allocation. We look forward to seeing you at the presentation. Kind regards (Adviser Name) Financial Adviser (COMPANY NAME) Date <Day> <Date> <Month> <Year> Time 12.00pm for a 12.30pm start Concluding at 2.00pm Light lunch will be provided Venue <venue details> RSVP Before <date> to <adviser name> on <phone> or < >. Please advise any dietary requirements at the time of RSVP.
3 Confirmation template Dear <client s first name> Thank you for registering to attend <Insert company s name> exclusive presentation on setting up an SMSF as part of your portfolio. We look forward to seeing you there. Kind regards (Adviser Name) Financial Adviser (COMPANY NAME) Details of the event are: Date <Day> <Date> <Month> <Year> Time 12.00pm for a 12.30pm start Concluding at 2.00pm Light lunch will be provided Venue <venue details>
4 Agenda template Agenda Date SMSF presentation <Day> <Date> <Month> <Year> 12.00pm to 2.00pm <Insert adviser s name> will present you with: a snapshot of SMSFs today information about your responsibilities in setting up an SMSF market insights for SMSF investment strategies. Additional information <add any additional information here>
5 Follow up (post seminar) templates Dear <Client Name>, It was great to see you at our recent presentation on setting up an SMSF as part of your portfolio. We hope you found the session valuable. Having the right plans in place to manage and grow your super can make a significant difference to meeting your retirement goals. If after the session you think your retirement savings could be suited to a self managed super fund (SMSF) and would like to discuss your personal requirements further, please do not hesitate to contact me. Kind regards (Adviser Name) Financial Adviser (COMPANY NAME)
6 Seminar checklist The following checklist gives you a guide on when to undertake the various steps in your seminar planning. Venue Venue viewed and booked and parking availability checked Presenters booked and confirmed Refreshments (tea/coffee; sugar/milk; cups/saucers; chilled water; glasses; beer/ wine; platters of canapés; etc) included in booking and quotation Before invitations sent Before invitations sent 2 3 weeks prior to seminar Seminar marketing Client newsletter advertisement Print advertisement invitation Telephone confirmation Final numbers confirmed SMS reminder message Promoted well in advance of event 2 3 weeks prior to seminar 2 3 weeks prior to seminar 2 weeks prior to seminar 1 week prior to seminar Day of seminar Seminar equipment Registration table (located at entrance to seminar) Registration list Name tags Chairs configured theatre style (with centre aisle) Lectern Microphone Data projector and screen Laptop Extension lead and double adaptor Promotional banner
7 Seminar checklist Presentation material PowerPoint presentation loaded to CD or directly onto laptop Backup of presentation on disk/flash drive (just in case) Client handout packs, including: PowerPoint slide handouts Client brochures Practice brochure Latest edition of client newsletter Feedback form Pen Promotional items (incentive gifts) Day of seminar Venue visited during the day to check for unexpected problems Overhead projector and screen set up and tested Seating arranged Extra chairs available in a nearby room (just in case) Refreshments arranged and set up Registration stand set up Name tags stored at registration stand with registration list Post-seminar All seminar guests who have requested an appointment contacted by telephone to schedule appointment Within 2 days of seminar
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