For financial services firms
The workshop platform built for financial advisors
Retirement planning seminars, estate planning workshops, client appreciation events. EventFlow was built for the way financial services firms actually run recurring educational programs.
Seminar Campaign
Q1 Retirement Planning Series
342
Registered
$18.20
Cost/Attendee
91%
Fill Rate
By Office
Top Presenter
Sarah Mitchell, CFP
96% fill rate · $15.40/att
Sound familiar?
Your seminar program is a revenue engine — but you can't see the dashboard
No visibility into seminar ROI
You spend thousands on mailers and venue rentals, but you can't tell which campaigns actually produce qualified appointments — and which ones just produce dinner bills.
Multi-office coordination headaches
Every branch runs workshops differently. Different spreadsheets, different processes, different results. No way to compare or standardize.
Presenter performance is anecdotal
Which presenter fills the room? Which one converts attendees to appointments? You're relying on hallway conversations when you should have data.
How it works
How a multi-office firm manages their seminar program
From home office planning to branch-level execution, EventFlow supports the full lifecycle of a financial services workshop program.
Home office creates the organization
Set up your firm, add branch offices, invite regional managers and event coordinators. Role-based access ensures everyone sees what they need.
Each office plans their seminar season
Coordinators create planning periods, call venues, track deposits, and order mailers — all with milestone tracking so nothing falls through the cracks.
Campaigns run with automated support
Open registration, send automated reminders, manage the waitlist, check attendees in, and track appointment interest — all inside EventFlow.
Leadership sees the full picture
Campaign reports roll up across offices. Compare presenter performance, location fill rates, and cost per appointment. Export to CSV or use AI summaries.
Built for your workflows
Everything your seminar program needs. Nothing it doesn't.
Know your cost per qualified appointment
Track mailer spend, venue costs, food expenses, and appointment bookings at the campaign level. See exactly which retirement planning seminars produce ROI.
Standardize across every branch office
One platform for all offices. Separate teams, budgets, and locations — with firm-wide reporting that rolls everything up for the home office.
Compare presenter performance side by side
Built-in analytics on attendance rates, appointment interest, and fill rates by presenter. Make data-driven decisions about who presents at your next campaign.
Never lose a seminar lead to a full room
When a seminar fills, new registrants are placed on a positioned waitlist and receive their own confirmation. When a spot opens, one click promotes the next person and updates the roster.
Digitize evaluation forms instantly
Snap a photo of the paper evaluation form. AI extracts the data — net worth ranges, interest level, appointment requests — and matches it to the attendee.
Plan next quarter's campaign today
Planning periods with milestone tracking: venue called, venue booked, deposit paid, mailers ordered. Never miss a deadline on campaign setup again.
How we compare
EventFlow vs. the alternatives
Built for recurring workshops, not one-off conferences.
| Feature | EventFlow | Eventbrite | Splash |
|---|---|---|---|
| Campaign-level cost tracking | — | — | |
| Positioned waitlist with one-click promotion | — | — | |
| Multi-office coordination | — | Partial | |
| Presenter performance analytics | — | — | |
| Evaluation form OCR | — | — | |
| Planning period milestones | — | — | |
| Host/guest relationships | — | — | |
| Flat-rate pricing (no per-attendee) | — | ||
| Starting price | $0/mo | $0 + 3.7% + $1.79/ticket | $12,500/yr |
From the field
"We went from three spreadsheets and guesswork to real-time campaign ROI across five branch offices. Our cost per appointment dropped 28% in the first quarter."
Britt Stouffer
Founder, Stouffer Legal
Your next seminar season starts here
Join financial services firms using EventFlow to run smarter, more profitable workshop programs. Start free — no credit card required.