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You’ve built the system. Now it’s time to run it right.
In Part Two of The Seminar Machine series, Brad Gotto and Greg Bogich break down the exact decisions, behaviors, and small details that separate packed rooms from underperforming events. From pre-event planning to in-room execution and appointment setting, this session pulls back the curtain on what actually drives results.
Founder of Fiat Wealth Management and the Fiat Family Foundation, Brad Gotto is a financial educator, speaker, and author of Spending Money and Having Fun. A former youth pastor turned advisor, Brad helps families align their money with their values—creating plans that build purpose, not just portfolios.
Greg is a visionary and results-driven leader known for his strategic prowess and unwavering passion. With a proven track record, he excels in driving profitable revenue by harnessing the power of storytelling and developing win-win relationships. Greg's expertise spans across diverse industries, including retail, financial services, CPG, restaurant, shopper marketing, automotive and direct response. He has directly collaborated with some of the nation's foremost companies, bringing forth a wealth of experience in both traditional and digital media amassed over two decades.
Seminar success isn’t about luck or charisma, it’s about execution. Brad walks through the real-world do’s and don’ts he’s tested over hundreds of events, showing where advisors often overthink, under-prepare, or miss critical moments that impact attendance, engagement, and follow-through.
Learn how room layout, timing, presentation flow, and subtle language choices influence attention, trust, and appointment uptake. This session covers everything from filling front seats to handling Q&A and closing strong, without pressure or awkward sales tactics.
This is a tactical, behind-the-scenes look at high-converting seminars. You’ll leave with a clear checklist for planning, executing, and closing events, plus the confidence to eliminate common mistakes and run seminars that consistently lead to booked appointments.
Discover how topic selection, event cadence, venue choice, and seminar format directly impact turnout and engagement—and when educational vs. meal events make the most sense.
Learn how to structure your opening, presentation, and Q&A to keep attention high, manage tough moments, and guide the room without feeling scripted or salesy.
See how Brad structures CTAs, uses the sticky note method, and applies language that increases appointment bookings while keeping prospects comfortable and engaged.
