How do I run seminars and webinars that turn into first meetings?
Free-dinner seminars have a mixed reputation. Focused, useful sessions with a clear next step still work.
- Do seminars still work?
- In person or online?
- How do we follow up?
Pick a specific topic for a specific group, such as pension choices for teachers or selling a business in the next five years. Co-host with an accountant, lawyer or employer. Get materials approved, collect consent for follow-up, and offer a short planning call booked on the spot or within the week. Track attendees, meetings and new clients by event.
Event plan
| When | Step |
|---|---|
| 4 weeks before | Topic, partner, approval |
| 2 weeks before | Invitations and reminders |
| During | Useful content, booking link |
| Within a week | Follow-up call or meeting |
This is general information, not legal or compliance advice. Your dealer, firm or compliance officer decides what you can publish.
How we look at it at ShoutEx
We set up registration, reminders, follow-up and tracking.
- Generic topics.
- Sales pitches.
- No consent for follow-up.
- Follow-up weeks later.
- Specific topic.
- Co-hosts.
- Approved materials.
- Same-week follow-up.
What advisors and regulators say
Here is what advisors say.
Consent rules for follow-up emails in Canada.
Read the CRTC page →Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll set up registration and follow-up.
Book a call →Follow-up questions
Webinars or in person?
In person converts better; webinars reach more.
Should we record webinars?
Yes, with approval, for follow-up.
Do employer sessions work?
Often, with HR's support.