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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: 

• PodRocket Influence Academy (Enroll for FREE)
• 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:

• Do you want to podcast? Book a call with our Influence Engineers to get started!
• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth