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Most advisors treat seminars like one-off events. Top producers treat them like systems. In this webinar with Brad Gotto and Greg Bogich, you’ll learn how to create a repeatable, data-driven event marketing engine that fills rooms, builds trust, and turns attendees into booked appointments, month after month.
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.
If your seminars feel unpredictable, it’s not your audience, it’s your approach. Discover the core elements that make top advisors’ marketing feel effortless: consistency, data, and a repeatable structure that works in any market.
Learn how to turn a single seminar into a scalable process. Brad breaks down his proven event flow—from setup and presentation to post-event follow-through—so you can create predictable results without starting from scratch every time.
Walk away with a clear roadmap to building your own “Seminar Machine.” Whether you’re running 4 events a year or 40, this session gives you the structure, mindset, and tactics to generate appointments on repeat, and the confidence to own your process.
Learn how to structure your marketing and presentation workflow so every seminar fuels the next—creating a steady stream of qualified appointments.
See how Brad’s proven seminar formula keeps audiences engaged from invite to close, and why preparation before and follow-up after make all the difference.
Discover how data, automation, and post-event processes can transform your seminars into a true business-growth engine.
