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Organizing events is a great way to engage with clients and prospects. But before you organize another wine tasting event, ask yourself: How does this event fit into your overall marketing strategy?
In this episode, Matt Halloran speaks with Elyse Stoner, founder and chief strategist of Fresh Perspective Consulting and co-founder of Custom Strategic Marketing for Wealth Advisors. Elyse explains how you can optimize your event marketing to find your ideal clients and motivate them to act and engage.
Elyse discusses:
- What she learned from years of sports and event marketing
- Tips for advisors who feel overwhelmed by relationship management
- How to build a custom marketing plan based on your WHY
- 3-phase process for building a year-long marketing plan
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