|Source: Capital Pixel|
This isn't a dinner at a fancy restaurant. I'm not going to feed the audience and make them feel obligated that they owe me something. I won't come at the audience like a laser intent on signing up clients. It is educational.
Those who feel intimidated can sit in the back and soak up information. I understand how they feel. I feel the same way when I meet a funeral director.
Having said all this, I have found that those who attend these seminars tend to be knowledgeable. Clearly, by signing up and attending, they are interested in furthering their financial knowledge. Most have already read up on the subject or questioned others. In fact, those who could benefit the most are puttering around the library outside the library room. It is they who will, one day in their mid-50s, wonder if they are on the right path financially to be able to retire.
This, of course, is the pool where financial advisors draw most of their clients.