Are you struggling to implement events into your business strategy? You’re not alone! Many advisors understand the potential impact of client events but find themselves hesitant to take action.

In this engaging webinar — hosted by Bill Cates along with guest experts Elyse Stoner and Angela York of Event Advisors — will show you how you can add this powerful strategy to your marketing efforts.

⭐ What you will learn ⭐

➡️ The significant role that events play in developing client loyalty and driving referrals, supported by success stories and data from fellow advisors.

➡️ Best practices for planning and executing successful events while identifying common pitfalls and how to overcome them, including addressing a lack of time and confidence.

➡️ The importance of effective pre-planning and creative follow-ups that can significantly enhance your event outcomes and client engagement.

➡️ A range of traditional and creative event ideas—such as wine tastings, economic summits, cooking classes, and minor league baseball games—that can resonate with your clientele and fit your business model.

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Meet Elyse Stoner and Angela York, the dynamic duo behind Event Advisors. They combine Elyse’s extensive experience in sports, entertainment, and higher education strategic event marketing with Angela’s expertise in advisor marketing and event planning within financial services.

Together, they offer innovative strategies, transforming client relationship events for financial professionals.

Elyse’s “Return on the Moment” (ROM) paradigm redefines event marketing value. By uncovering event motivations and leveraging psychographic stimuli, she creates opportunities that engage attendees before, during, and after events, driving long-term momentum. Her success in converting occasional buyers into loyal supporters translates into unique insights for financial services client growth.

Angela’s decades of experience in FinServ event planning and marketing bring depth to their efforts. Her forward-thinking approach and strong industry relationships enable her to craft impactful marketing experiences. Angela’s dedication to sharing her expertise highlights her commitment to helping clients achieve their goals.

Their mission is to deliver high ROM through Ideal Client-focused goal setting, meticulous planning, and detailed follow-up for each event. By challenging traditional FinServ marketing paradigms, Elyse and Angela have become go-to experts for professionals seeking innovative, actionable insights in the event space.