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!
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Ep. #5 – Use The 90-Day Dazzle for Client Onboarding and Win Referrals Fast with Bryan Sweet, CLU, ChFC
- Ep. #11 – How to Grow Your Business Without Prospecting with Randy Carver, CRPC®, CDFA®
- Ep. #40 – Explosive Growth and Getting Referrals Without Asking with Warren Brooks and Terry Parham Jr.
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
Connect With Event Advisors:
Connect With Angela York and Elyse Stoner:
About Angela York:
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.
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