Matt Gulbransen's guest appearances

Matt Gulbransen

Between Now and Success

Financial Advisor Success

Eleanor Blayney

David Armstrong

Carolyn McClanahan

Carl Richards

Brent Brodeski

Michael Nathanson

Hannah Moore

Brittney Castro

Peter Mallouk

Tim Kochis

Michael Chasnoff

Seth Streeter

Mitch Anthony

Taylor Schulte

Shirl Penney

OwlTail

Matt Gulbransen is the President of Pine Grove Financial Group, an RIA based in Minnesota that manages over $550 million for 325 families. Despite the widely held belief that direct mail and educational seminars no longer work, Matt has continued to see positive marketing results from both over the past decade. In this episode, Matt shares how he uses in-person seminar events geared toward educating people about financial planning and then convincing them to work with him to navigate the many life transitions on the way to retirement. We also talk about how Pine Grove has pivoted from in-person seminars to webinars due to the pandemic, as well as how that has affected their overall conversions. For show notes and more visit: https://www.kitces.com/225

Matt Gulbransen is the President of Pine Grove Financial Group, an RIA based in Minnesota that manages over $550 million for 325 families. Despite the widely held belief that direct mail and educational seminars no longer work, Matt has continued to see positive marketing results from both over the past decade. In this episode, Matt shares how he uses in-person seminar events geared toward educating people about financial planning and then convincing them to work with him to navigate the many life transitions on the way to retirement. We also talk about how Pine Grove has pivoted from in-person seminars to webinars due to the pandemic, as well as how that has affected their overall conversions. For show notes and more visit: <a href="https://www.kitces.com/225" rel="nofollow" target="_blank">https://www.kitces.com/225</a>

Ep 225: Generating A Positive Marketing ROI With Direct Mail Seminar Events with Matt Gulbransen

The classic educational seminar still works if you spend the time, and yes, the money to do it right. My podcast guest today, Matt Gulbransen, has mastered the science—and art—of delivering seminars that convert.  Matt is the President of Pine Grove Financial Group, which is an RIA operating in the St. Paul, Minnesota area. In our conversation, Matt discusses what attracted him to seminars, what works for him, a few things that don't, the kinds of events he hosts, the formula he uses to calculate his ROI, and, maybe most importantly, the emphasis that he and his team place on rehearsing your presentations until not even a power outage is going to throw you off your game.

The classic educational seminar still works if you spend the time, and yes, the money to do it right. My podcast guest today, Matt Gulbransen, has mastered the science—and art—of delivering seminars that convert.  Matt is the President of Pine Grove Financial Group, which is an RIA operating in the St. Paul, Minnesota area. In our conversation, Matt discusses what attracted him to seminars, what works for him, a few things that don't, the kinds of events he hosts, the formula he uses to calculate his ROI, and, maybe most importantly, the emphasis that he and his team place on rehearsing your presentations until not even a power outage is going to throw you off your game.

Three Keys to Crafting Seminars That Connect with Audiences and Turn Prospects into Clients with Matt Gulbransen