Podcast: Play in new window | Download
Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What’s the difference?
Successful events have a rock-solid plan.
Tune in to Matt Halloran’s conversation with Angela York and Elyse Stoner, co-founders of Event Advisors, to learn how to transform every event into memorable, impactful experiences that deepen your relationships — not only with your clients but also with their families and friends. From goal-setting to post-event follow-up…they cover it all!
Angela and Elyse discuss:
- The importance of aligning your events with your overall marketing strategy
- Crafting events that resonate with your ideal client
- Different events for different goals and purposes (hint: not every event needs to be educational)
- Why return on the moment (ROM) is a better metric for events than ROI
- Real examples of successful advisor events
- And more
“Event planning is not just calling a venue, booking a night of chicken dinner, and you’re on your way. It is setting the goals all the way to the follow-up. That is what’s different from what most people think event planning is. It’s building an event with the goal of nurturing your client relationships.”
~Angela York
“When we’re talking about events, it’s not about the advisor, or the wholesaler, or the broker-dealer. It’s about the attendee.”
~Elyse Stoner
Resources:
- Event Advisors Emergency Kit Checklist
- Three Steps for Creating a 12-Month Custom Marketing Plan With Angela York (Ep. 372)
- Strategic Event Marketing: How To Find and Engage Ideal Clients With Elyse Stoner (Ep. 375)
Connect With Event Advisors:
- Hello@event-advisors.net
- Event Advisors
- LinkedIn: Angela York
- LinkedIn: Elyse Stoner
- LinkedIn: Event Advisors
Connect With ProudMouth:
