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