Five musts for successful educational seminars

Mark Chabot, vice president, TD-Waterhouse Private Investment Advice in Burlington, Ont., discusses five must-do’s to host a successful client seminar: keep the location near your clients; provide parking; use timing of the event to attract your target market; invite people directly by phone for a personal touch; and keep plenty of time for Q & A. The most popular topics? Estate planning and taxation. Chabot spoke with Dan Richards of ClientInsights at the TMX Broadcast Centre in Toronto.