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Client events can be a game-changer for financial advisors, offering a unique and personal way to build client relationships and grow your business.
Are you leveraging client events to their full potential?
In this episode, Referral Coach Bill Cates interviews Angela York and Elyse Stoner from Event Advisors to share real-life examples of how client events for financial advisors can be leveraged successfully to deepen relationships, boost loyalty, and attract new clients.
Bill, Angela, and Elyse discuss:
- The importance of setting both clear business goals and event goals to maximize your results.
- Common reasons why events underperform and how to avoid these pitfalls.
- The incredible importance of pre-planned and creative follow up to events that will drive even better results.
- Traditional AND creative event ideas like wine tastings, economic summits, cooking classes, chef’s tables, minor league baseball games, and more.
- The power of virtual events and hybrid models in expanding reach and maintaining client engagement.
- Real-life examples and case studies demonstrating the impact of well-planned events.
- Collaborating with wholesalers and other partners to support client events for financial advisors.
- …And more!
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