The Benefits of Lunch and Learns

Amy Marleau
Amy Marleau • Posted on Dec 20, 2018


Picture this: you're standing in front of a group of people, they are cheerfully enjoying their lunch and listening attentively while you discuss a hot topic in the financial industry. Afterwards, people come to you to ask questions and collect business cards. In that moment, you've just gained new clients. Sounds good? Well, all of this is possible, and luckily for you, we've compiled an all inclusive blog to get you started. 

lunch and learns for financial advisors

What Is A Lunch and Learn?

The situation described above is that of a lunch and learn (if you hadn't already guessed). What goes on during these sessions? Well, it's exactly as it sounds: you have lunch and learn things. You can either host your own session, or have some people come to your office and present for you. Most people will go somewhere and present for someone while they eat their own lunch. To go above and beyond, consider having a catered lunch, or paying for it yourself. Think of this as money used to cultivate leads which can potentially turn into clients. 

benefits of lunch and learns for financial advisors

What are the benefits?

The cool thing about lunch and learns is that they are entirely free, and most companies are very eager to participate in them to give their employees some activities to enjoy. It's also not a huge drain on time, as most on average take about 15-30 minutes. They are a great way to get to know people face to face, really demonstrate your skills, and to practice your public speaking abilities. 

hosting lunch and learns for financial advisors

How to Host One

You can host your own by reaching out to local clubs, businesses, organizations and groups. Simply arrange something with them, then meet them at their offices with your pre-made visuals, and get ready to wow your audience. You can also advertise that you offer lunch and learns on your website, so some people will get the chance to contact you and ask you in to their workplaces. 


So there you have it, our advice on how you can delve into the opportunity rich world of lunch and learns. As with anything else, this marketing activity is what you make of it. Therefore, you can turn this into your own and make it as big and exciting as you like. As always, we encourage you to explore, and enjoy! 


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Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.

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