For many advisors, the idea of running a seminar conjures up images of wasted time, low ROI and an audience just there for a free dinner.

But for Triad member Tom Jacobs, seminars have been the key to growing by more than 11x in just six years.

In today’s episode, I talk with Tom about how he’s embraced seminars to create a wave of momentum for his practice. In addition to tips about how you can do the same, you’ll hear Tom discuss his mindset for giving presentations, how he leans on his team for the seminar follow-up process, and his strategies for continuing to improve his seminars.

You’ll also hear about the benefits that come from investing financially in your team, how advisors can grow their practices by running fewer meetings, and how Tom bounced back from a $4M bankruptcy during The Great Recession—and his tips for moving forward from low points.

3 of the biggest insights from Tom Jacobs …

• How Tom’s philosophy of “If you love seminars, they'll love you back” has helped him grow total assets from $7.7M in 2016 to more than $91M through 2022, along with tips for effectively running your own seminars.

• The idea of “who, not how” and how advisors can use it to build out new revenue-generating branches of their businesses without adding significantly more work to their own plates.

• Strengthening personal relationships with both your team and your clients to indirectly lead not just to more financial success for your business, but more personal fulfillment for yourself. 

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DISCLOSURE 

These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. 

The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. 

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