SeminarResearch your market
Look at observed seminar activity by geography and topic. Use it to narrow where, when, and what to teach.
Seminar marketing for financial advisorsKnow your market before you launch.
Know your market before you launch.
Know who to follow up with after the event.
Plan financial seminars with a clearer view of where to find an audience, how registrations turn into attendance, and what your ad dollars produced.
Seminar Marketing Radar
Market activity shown in Seminar Marketing Radar. Some event locations are approximate.
Advisor Hub
Advisor Hub product preview with fictional workshop records.
What you can see
Make better decisions at each stage
Track the response
Review registrations and confirmations as the event approaches. Keep actual media spend visible alongside the budget.
Prioritize follow-up
Use attendance and available audience insights, including Catchlight enrichment where enabled, to plan the next conversation.
Campaign walkthrough
Taxes and Retirement in suburban Detroit
Follow one example from market research to the post-event review.
Illustrative data
Sample campaign report
$7,500Media budget
$6,842Actual Meta spend
74Registrations
51Confirmations
34Attended
These hypothetical figures illustrate what the report can show. Start by comparing budget with actual spend, then check where participation changed between registration, confirmation, and attendance.
Operator experience
Built from years of running financial seminars.
Founder Mike Ashley (MASH) spent nearly a decade building and running educational seminar programs for financial advisors. That experience shaped SeminarSignal around the decisions advisor teams make every time they run an event.
Before launch, Seminar Marketing Radar helps you compare markets, timing, topics, and audiences before you commit your ad budget. After the event, Advisor Hub shows who registered, who attended, and where to focus follow-up.
Integrations
Work with the tools your team already uses
Calendly
Review booking-link options for strategy calls and appointments.
iCal (.ics)
Use an event calendar file with Apple Calendar and other compatible apps.
Google Calendar
Add an event to Google Calendar with a calendar link.
Outlook Calendar
Add an event to Outlook Calendar with a compatible link or calendar file.
Google Analytics
Review GA4 measurement and campaign events for your setup.
Zapier
Discuss which approved workflow steps can connect through Zapier.
ChatGPT
Use approved materials for campaign planning and drafting.
Claude
Use approved materials for campaign planning and drafting.
CSV export
Discuss exportable reports, fields, and permissions for your campaign.
Wealthbox
Advisor CRM workflow.
Redtail
Advisor CRM workflow.
Planning your next seminar?
Bring your market, topic, or target date. We’ll talk through what the first campaign would take.
Insights