The Untapped Potential of Client Events

About the Webinar

Most advisors already know that bringing clients together can be valuable. The harder question is what you want that time together to accomplish. 

Join Money Quotient’s Amy Mullen, CFP® with Angela York and Elyse Stoner of Event Advisors for a practical conversation about what makes an event strategic. We’ll look at how to connect events to the priorities already facing your firm, what intentional design looks like before, during and after the gathering, and real examples from advisory firms. You’ll leave with a different way to think about the role events can play in your client relationships and your business.

About 

From  event-advisors.net:

Angela York brings decades of experience helping advisory firms create client experiences that are thoughtful, practical, and aligned with the way financial services firms operate. With a background in event planning and advisor-focused marketing, she designs experiences that fit seamlessly into that reality.

Elyse Stoner approaches every engagement as a strategist. Her experience in sports, entertainment, and strategic event design gives her a unique perspective on how experiences shape relationships. She is known for
asking thoughtful questions, challenging assumptions, and helping clients uncover opportunities they may not have considered.

Registration

This event is FREE and available to EVERYONE!