5 Steps to Raising $90 Million in New AUM a Year Through Seminars with Bill Keen

Seminars work. I’ve had multiple advisors on my podcast in recent months who are all killing it with seminars. In fact, today's podcast guest, Bill Keen, raised $90 million in AUM last year from seminars.

Sure, it seems old school in the age of Facebook, YouTube, and Zoom, but people still value human to human live contact. You can only Google, click, and swipe so much before you just want to hear an actual person give you some good, solid information about how to live the best life possible with your money.

If you’re behind the curve on seminars and you aren’t sure how to start, my guest today, Bill Keen, is going to help you catch up. Bill’s firm, Keen Wealth, has almost half a billion dollars in AUM, and seminars have been pivotal to Bill’s success.

On this episode, Bill details the 5-step process he used to perfect his seminar process and it could help you get on track to raise tens of millions in new AUM. Yes, there’s more to it than just slapping together a good PowerPoint. But if you commit to Bill’s process and throw in some personal touches, you’ll be on your way to grabbing an audience and growing your client base.