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The event is only half the battle. The follow-up is where seminar ROI is won or lost.
In the final session of our three-part Seminar Machine series, Greg Bogich and Brad Gotto break down the follow-up system that turns attendees into booked meetings and clients, without undoing the trust you built in the room. You’ll learn how to follow up with both attendees and no-shows, what to prioritize in the first 24–48 hours and how to confidently pivot from educator to advisor, even with sensitive topics like estate planning.
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.
Most advisors send a few generic emails, make a couple calls, then move on. Brad and Greg will show you what high-performing follow-up actually looks like, why it works and how to run it consistently. This session focuses on the structure, timing and messaging that keeps momentum going after the event and moves prospects forward without pressure.
You earned attention in the room. Now you need a clean transition into a real conversation. Learn when to pivot, how to frame the next step and what language helps you guide prospects toward an appointment while protecting the relationship you just built.
You’ll leave with a clear follow-up framework you can run after every seminar, including how to segment attendees vs. no-shows, what to do in the first 24–48 hours and how to combine automation with personal outreach. You’ll also get practical language for the educator-to-advisor pivot and guidance for handling hesitation without turning the process into a hard sell.
Learn why most seminar follow-up underperforms and how to build a repeatable system that reinforces trust, keeps momentum high and drives appointments.
Get a clear segmentation approach, what to prioritize first and how to follow up with no-shows without sounding transactional or desperate.
See how to structure your outreach across email and phone, what to automate vs. handle personally and how to pivot confidently from education to action, even on complex topics.
