Blog

Field notes on profitable dinner seminars

Show rates, follow-up systems, appointment conversion, and real seminar ROI. Written by an advisor who runs dinner seminars for his own practice.

LeadJig Review From an Advisor Who Uses It: What It Does Well and Where It Stops

I use LeadJig for my own dinner seminars, campaign after campaign. An honest review from the inside: where it genuinely delivers, where the tracking falls short, and how I run everything after the event.

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Track That Seminar Alternative: Why I Built My Own Seminar Tracking System

I used Track That Seminar before building my own. What it does genuinely well, where it stops, and how to decide whether you need a scoreboard or an operating system.

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Seminar Tracking Software for Financial Advisors: What to Look For

The eight capabilities that matter, the questions to ask any vendor, and where spreadsheets break. The checklist I wish someone had handed me before I built my own system.

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