“Most financial advisors work too many hours for too little money for too many of the wrong clients.” – Bill Bachrach, CSP, CPAE .
If you’re a financial advisor looking to grow your ideal practice, this session is a must-listen.
We unpacked the power of building high-trust relationships and how just 50 ideal clients paying $20,000 a year can transform your business and your life.
NOT LOOKING for this exact model? Keep listening. The principles, strategies, and tactics discussed can apply to any advisory model.
It’s all about asking great questions, truly listening, and focusing on quality over quantity.
Plus, we discuss practical strategies to transition from a busy, overwhelming practice to your dream client base. Unlock the roadmap to results and become the trusted advisor your clients deserve!
Bill C. and Bill B. Discuss:
Most advisors work too many hours for too little money and too many of the wrong clients. Want real change? Focus on fewer, ideal clients – quality over quantity. Build a business that funds your ideal life.
Trust isn’t a sales tactic. It’s the foundation. Skip the features and benefits. Ask real questions and listen deeply. Human connection still trumps everything in the financial advisory world.
“What’s important about money to you?” That simple question opens up a valuable conversation. Listen without rushing. Silence is powerful. Remember that sometimes people just need extra time to think before revealing what matters most.
Referrals aren’t automatic. Clients need to trust you at the highest level before risking their relationships for you. Consistent follow-through and genuine care make the difference. Earn that bridge.
AI is here, but human-to-human connection is what sets trusted advisors apart. Use technology for efficiency, but double down on listening and empathy. Be as analog and human as possible with your clients.
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.
Angela York grew up in Hollywood, CA, surrounded by the TV industry. Inspired by her parents who worked in television, she initially envisioned a career in TV production. However, her journey took a different path. After college, she began her marketing career at an advertising agency in Orange County. Soon after, she transitioned to an in-house role at an advisory firm, leading their marketing department. This experience set the foundation for her career in marketing and event planning.
In 2008, after nearly a decade at the advisory firm, Angela founded a consulting business specializing in event planning, marketing implementation, and administrative support. This venture allowed her to collaborate with wealth managers and financial services firms across California and the Pacific West, honing her skills and deepening her understanding of the financial advisory space.
The global pandemic in 2020 brought new challenges and opportunities. In 2021, Angela co-founded Event Advisors with her partner Elyse Stoner. Combining 30 years of marketing experience and 20 years in the advisory space, their mission is to help financial advisors host events that strengthen client relationships and create growth opportunities.
At Event Advisors, Angela and her team believe in the power of events to enhance client relationships. Well-executed events deepen existing relationships, show appreciation, and convert prospects into clients. They design custom events that foster and sustain client relationships, driving growth and loyalty. Their goal is to remove the stress of event planning, allowing advisors to focus on what they do best.
About Elyse Stoner:
Elyse Stoner is the founder of Fresh Perspective Consulting and the Co-Founder of Event Advisors. In both roles, she specializes in maximizing the marketing power of events, project management, and building comprehensive strategic plans based on her Return on the Moment (ROM) paradigm.
Her ultimate goal is to ensure that events, whether digital, in-person, or somewhere in between, not only meet but exceed their goals. Together with her clients, she brings a fresh perspective to their strategies.
With years of hands-on marketing, event, and brand management experience, Elyse has had the privilege of working on a multitude of exciting projects. From sporting events and concerts to educational programs and business conferences, her work has drawn in millions of people. She thrives on creating strong partnerships with clients, sponsors, vendors, and attendees. Elyse firmly believes that events are integral to achieving strategic marketing goals, and that belief shines through in everything she touches.
