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The Seminar Season Checklist with Frank Maselli is designed to help financial professionals walk into seminar season prepared, confident, and focused on the details that actually move the needle.
When seminars work, they work really well. When they miss, it is rarely because of one big mistake. It is usually a handful of small things that were overlooked. This checklist is built to help you catch those things before you step into the room.
The goal is not to reinvent your presentation. It is to tighten it, sharpen it, and make sure every part of the experience supports stronger engagement, better conversations, and more productive follow-up.
This download delivers a practical, Frank-approved checklist covering the key elements that consistently show up in high-performing seminars. It walks through preparation, presentation flow, audience engagement, appointment setting, and follow-up.
Rather than theory, the checklist focuses on execution. Each item is meant to be reviewed, adjusted, and applied before seminar season is in full swing so you are not making last-minute decisions under pressure.
Strong seminars are built on intentional choices, not improvisation.
The checklist covers the full seminar experience, from how you open and close, to how you structure your main points, to how you handle visuals, stories, and audience interaction.
It places special emphasis on areas that are often underestimated, including Q&A preparation, appointment setting techniques, and timely follow-up. It also addresses tone and delivery, helping you balance authority, clarity, and approachability throughout the event.
The focus stays on creating momentum that carries past the presentation and into real conversations.
This checklist is ideal for advisors who are actively running seminars or planning to ramp them up during peak seminar season. It works well whether you are refining an existing presentation or preparing for a new series of events.
It is especially useful for advisors who want a clear gut check before going live, and for teams who want alignment around what great execution actually looks like.
Most advisors use this checklist during their seminar prep process. Some review it before every event, while others use it as a seasonal reset to identify gaps and opportunities for improvement.
When applied consistently, the checklist helps advisors deliver more polished events, handle audience dynamics with confidence, and move more attendees into meaningful next steps.\
Also! Check out the 20 Questions Game by Frank Maselli to power through and prep from your Q&A session!
