Best Practices for Educational Workshops

What separates a packed educational workshop from an empty room?

In this episode of the Advisor to Advisor podcast, Jonathan and Chazz move beyond the “why” of educational workshops, and dive into the tactical best practices that determine whether your seminar actually succeeds.

These aren’t theories or guesses – they’re proven insights pulled from thousands of real marketing campaigns for financial advisors, and reveal how even the “small” decisions can dramatically impact attendance, engagement, and ultimately your ROI.

If you’re already hosting seminars — or thinking about adding educational workshops to your marketing mix — this episode breaks down the framework that consistently produces the best results.

Here’s a sneak peek at what you’ll learn:

• The single most important factor that determines whether people show up to your workshop
• Why libraries and community colleges outperform almost every other venue option
• The surprising venues that seem logical—but consistently underperform
• The best days of the week (and exact start times) that maximize attendance
• Why running multiple event dates can sometimes hurt your results instead of helping
• How room size and capacity influence the energy—and perceived professionalism—of your event
• The ideal campaign spacing that prevents audience fatigue and marketing saturation
• How often you can safely run events at the same venue before response rates decline
• Why the confirmation process is often the hidden difference between mediocre and high-performing events

Whether you’re hosting your first seminar or your hundredth, these best practices can help you avoid common pitfalls — and turn more registrations into real appointments.