Planning client seminars checklist.Client seminars are an effective means of practice development, bringing clients, prospects and referral sources together and building closer relationships. Here are tips for planning and running a successful seminar. DEVELOPMENT TEAM Form a development team and appoint a coordinator. Assign enough people to ensure sufficient attention to detail. The team's initial responsibilities are to make the following decisions: * What area will the seminar focus on and what related topics will be discussed? Topics should be timely, directly related to the needs of invited clients and focused on specific problems and solutions. For example, if you decide to target clients involved in venture capital investments, possible topics could include tax planning Tax planning Devising strategies throughout the year in order to minimize tax liability, for example, by choosing a tax filing status that is most beneficial to the taxpayer. for closely held corporations Noun 1. closely held corporation - stock is publicly traded but most is held by a few shareholders who have no plans to sell corp, corporation - a business firm whose articles of incorporation have been approved in some state , cash management, financial analysis and planning for small to medium-sized Me´di`um-sized` a. 1. Having a medium size; as, a medium-sized man s>. Adj. 1. medium-sized - intermediate in size medium-size, moderate-size, moderate-sized businesses. * Who will be the discussion leaders? Select leaders from within the firm or outside experts known by the firm's partners and staff who can highlight chosen topics by discussing personal experiences and presenting case studies. * What size will the seminar be? The number of participants should be limited to a group that can be handled easily the facility and discussion leaders and that will permit easily developed relationships - usually about 20 people. In selecting participants, include only those interested in the seminar's topic, blending clients, prospects and referral sources. DETAILED ARRANGEMENTS Next, detailed arrangements must be made regarding where and when the seminar will take place: * Arrange for the chosen hotel room or other conference facility. * Request confirmation of your requirements letters (space, food, beverages) signed by responsible officials. * Coordinate menu and catering services, either choosing to serve a full lunch or refreshments re·fresh·ment n. 1. The act of refreshing or the state of being refreshed. 2. Something, such as food or drink, that refreshes. 3. refreshments A snack or light meal and drinks. and drinks. When budgeting, don't don't 1. Contraction of do not. 2. Nonstandard Contraction of does not. n. A statement of what should not be done: a list of the dos and don'ts. overlook likelihood at most functions at which food and beverages F&B is a common abbreviation in the United States and Commonwealth countries, including Hong Kong. F&B is typically the widely accepted abbreviation for "Food and Beverage," which is the sector/industry that specializes in the conceptualization, the making of, and delivery of foods. are served will have tax and gratuities added to the bill. * Contact prospective discussion leaders and confirm their participation. * Send announcement letters and invitations to clients. Arrange for someone to monitor acceptances. Send advance mailing to those who accept. * Prepare materials for distribution, including handouts and visual aids visual aids Noun, pl objects to be looked at that help the viewer to understand or remember something such as slides and flip charts flip chart n. A chart consisting of sheets hinged at the top that can be flipped over to present information sequentially. Noun 1. . DURING THE SEMINAR At he seminar, remember to * Introduce participants. * Set place cards and distribute name tags. * Make sure partners and staff join the group for lunch (if one is planned) or for cocktails. AFTER THE SEMINAR When the seminar is over * Follow up with letters to all who were invited (participants and no-shows). * Put participants on the mailing list An automated e-mail system on the Internet, which is maintained by subject matter. There are thousands of such lists that reach millions of individuals and businesses. New users generally subscribe by sending an e-mail with the word "subscribe" in it and subsequently receive all new of your client newsletter. * Make phone calls to those with whom acquaintances were made and develop relationships. |
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