Book on financial seminar meetings
I edited this 42-page book, "Financial Seminar Marketing Manual" by Jorge Villar. The result of extensive research, in the author's voice, it tells how financial planners can triple the number of prospects through seminars.

The RME Financial Seminar
Marketing Manual

By Jorge Villar

Table of Contents

  • Learning to Market
  • – Doubling or Tripling
    Your Income
  • – You’ll Get Immediate Results
  • Orlando Business Journal “Prescription”
  • Eight Years of
    Financial Industry Research
  • What’s Our Secret?
    Seminars As a Social Event
  • Higher Return on Investment

  • Why Dinners
    Maximize Response
  • The Invitation
  • The Mailing List
  • Mail Delivery and Timing
  • Phone Messaging
  • The RSVP Process
  • Your Seminar Presentation
  • Setting Appointments
  • Sample Comment Card

  • Tips on Getting
    Instant Success
  • How To Get Started
  • Good for You!
  • Program Comparisons
  • $50,000 Worth
    of Advice
  • Money-back Guarantee
  • Bonus! 45 Live
    Seminar Letters
  • Gift Section



This manual was designed for advisors who want to start their own personal seminar marketing program to boost their productivity.

The advice and valuable information in this manual will teach you how to maximize the effectiveness of seminars as a marketing strategy. You’ll learn how to prepare for your seminar, create interest and excitement, attract double or triple the typical number of attendees at a seminar and maintain a continuous flow of prospects throughout the year.

Best of all, when you’re ready to start, the entire turn-key process is in place to execute your program immediately, in as few as 35 days!


Congratulations! You’ve taken the first step towards dramatically increasing your income! The information that you’re about to read is amazing, true and proven through years of data-gathering and statistical analysis.

If you’ve spent thousands of dollars trying to market yourself with very little success, or only mediocre results, you are not alone! For eight years we’ve spoken to hundreds of advisors nationwide, and there is common dissatisfaction among the majority. Nothing they’ve tried really gets them excited about marketing. Yes, many have had some success, that is, they've achieved a return on their investment. But their success falls short of what the leading producers are earning.

In an easy-to-follow format, this Seminar Marketing Manual details a risk-free program that delivers measurably higher yield. All you have to do is to be open-minded, and join us in thinking outside the box.

He/she who learns to market will always succeed!

First, it’s important for advisors to understand that the key to getting more clients is to meet more people. The more people you meet, the bigger your prospects pool. How do you meet more people? You market yourself! But how? Certainly not by cold-calling on the phone. Getting acquainted one-by-one would be tedious, costly and discouraging. And even if a prospect sounds interested, you’ll waste a lot of time on bad prospects. It’s simply not good business.

In the financial services industry, advisors must hold seminars and, to make really big money, advisors need to attract 120 to 200 attendees per seminar. Those advisors who are getting only 10 to 12 attendees need to focus on getting more, and more-qualified prospects to attend.

But advisors don’t need to waste time learning how to strategically market themselves or trying to re-invent the wheel. Instead, the big producers use proven, experienced seminar marketers to attract more prospects to their seminars. We have a formula and a methodology that continuously supplies our clients with leads and prospects. These advisors play and win the numbers game: they constantly have buying units in front of them – doubling and even tripling their incomes – by selling investments and insurance products. After all, that’s what advisors do best!

Our program enables you to promote three to four seminars in one shot and attract 35 to 40 prospects each! If you give three 2-hour seminars in a single week, you'll meet 120 people. Give the same seminars just 12 times a year, and that's 1,440 prospects!

Now, can you imagine the amount of referrals that will eventually come from such attendance? Take a few seconds to run the numbers in your head and you’ll easily begin to understand the logarithmic possibilities to increasing your income.

Doubling or tripling your income.

Who wants to be a millionaire? We continuously hear stories of advisors finding two to seven big customers within the year using the RME Financial Seminar Marketing Program. Talking and meeting more prospects automatically and dramatically increases your chances of selling. And the odds increase in your favor as time passes, because you'll be able to capitalize on your prospects' needs.

You’ll get immediate results!

There are very few marketing programs that can make this claim. We can, and we guarantee your success! We developed the RME Financial Seminar Marketing Program by working with financial advisors, just like you. They followed our process and tracked the response. The program is based strictly on the numbers, not from opinion. Our research is backed by:

Start believing in seminar works!!

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