rksSeminar Works was built on one clear truth: when done right, seminars are the most powerful client growth engine in financial services.
Founded by financial services leader, speaker, and author Jay Stainsby, Seminar Works helps advisors turn ordinary workshops into lasting results. Built on years of real-world experience, the program provides practical systems and language that make every seminar more engaging, more trusted, and more effective at driving client growth.
For over two decades, Jay Stainsby has led and coached financial advisors to deliver powerful presentations that drive real business results. He’s the creator of the Seminar Works Framework and author of The Financial Advisor’s Seminar Playbook, a modern guide to mastering every stage of the seminar process; from the first RSVP to the post-event follow-up.
Known for his candid approach and practical insights, Jay blends behavioral science, communication strategy, and years of field-tested experience to help advisors elevate their client acquisition and retention.
A proven, step-by-step process designed to help financial advisors deliver seminars that convert — consistently.
Identify your target audience, message, and outcomes before you ever book the room.
Identify your target audience, message, and outcomes before you ever book the room.
Inspire your advisors to rethink seminars with energy, authenticity, and fresh perspective.
Your complete roadmap to mastering seminars that build trust, drive action, and grow your practice.
Jay has written more than just a how-to manual for hosting seminars. He has created a blueprint for building a professional, scalable, and relationship-centered seminar system that works in the real world.
Jay has done a masterful job in outlining and breaking down step-by-step ‘how to make it happen’ for financial advisors who truly want to stand out. He provides, in great detail, exactly how to create a system of success based around becoming the trusted authority through utilizing one of the most often overlooked, yet very powerful, tools available to advisors … seminars! If you’re looking to make the leap forward in your practice and uncover huge opportunities hiding in plain sight, adopting Jay’s system is a must!
An essential guide for financial advisors serious about growth. This book lays out a step-by-step process for using seminars to connect with the right prospects, showcase your expertise, and convert interest into lasting client relationships. Whether you’re new to seminars or looking to improve your results, this resource provides the strategy and structure to help you turn every presentation into a pipeline of qualified investors.
I’ve known the author for years, and this book reflects the same wisdom, encouragement, and generosity he’s always shared as a mentor and friend. Reading it feels like having him right there beside you, guiding you step by step.
Jay did a great job capturing so many successful techniques that have been proven to work over and over again.
Jay’s sessions cut through the theory and get right to what matters: how advisors show up in the room and how that translates into better results.
