Client Seminars

Putnam's seminar series is designed to address the most important issues facing investors today.

Seminar tools

  • Plan a seminar (PDF)
    Use this step-by-step guide to plan a successful seminar, from initial preparations to follow-up with attendees.
  • Seminar lead tracking sheet (PDF)
    Use this sheet to compile your list of attendees and track your prospecting progress.
  • Seminar sign-in sheet (PDF)
    Record important prospect information by having seminar attendees sign this sheet.
  • Seminar follow-up letter (RTF)
    Use this letter to thank attendees and invite them to a one-on-one investment strategy consultation.
  • Seminar evaluation (PDF)