Ep 88: How to Plan Events That Actually Work

Financial Advisors Want to Know: How to Plan Events That Actually Work - Ep. 88

Want to make every client event count? In this video, we share actionable strategies that financial advisors want to know to plan events that deepen relationships, improve client engagement, and maximize ROI. Learn the differences between digital and in-person events, avoid common pitfalls, and discover how to use client data to create lasting positive memories.

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Angela York and Elyse Stoner are the team behind Event Advisors, helping financial professionals turn client events into strategic business tools. Angela brings hands-on experience from inside advisory firms, while Elyse offers big-picture strategy shaped by a career in sports and entertainment. Together, they focus on Return on the Moment™, crafting purposeful events that build trust, deepen relationships, and drive results.

Key Takeaways:

• Plan Strategically: Every event should align with business goals, not just be for fun.
• Collect Client Data: Use feedback and preferences to personalize future interactions.
• Follow-Up Matters: Touchpoints before, during, and after the event are crucial.
• Choose the Right Format: In-person builds relationships; digital works best for education.
• Delegate Operational Tasks: Free your team to focus on client relationships, not logistics.

Access resources: 
https://event-advisors.net/getstarted

Connect with Elyse:
https://www.linkedin.com/in/elyse-adler-stoner/

Connect with Angela:
https://www.linkedin.com/in/angelayork/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

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Contact Catherine's Team:
admin@dominiones.com

Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you

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