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Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)

Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)

Released Tuesday, 23rd April 2024
Good episode? Give it some love!
Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)

Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)

Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)

Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464)

Tuesday, 23rd April 2024
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Episode Transcript

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0:05

- <silence> Welcome to the Top Advisor Marketing podcast,

0:08

brought to you by Proud Mouth. I'm your host, Matt Halleran.

0:13

Being your own loud is not new to marketing,

0:15

but the mindset, strategies and resources to help you get there are evolving faster than

0:20

this industry is keeping up. It is time to find a new perspective on what works, why

0:26

and how to move your business forward.

0:28

Listen, as I interview guests to help you learn from them

0:33

how to be your own loud, let's get to the show.

0:39

Hello and welcome to another Top Advisor marketing podcast.

0:41

I am your host, Matt Halleran. Now, our guests today with our who are, Elise

0:47

and Angela have been on the show before in a different way.

0:51

Uh, they were doing something a little bit different and they have made a really big pivot, a pivot.

0:56

That one I think is absolutely fantastic. And I am all about supporting this direction

1:02

that they're going because so many conferences right now are consistently talking about

1:06

organic growth and one of the greatest ways

1:08

to have true organic growth is executing an amazing event.

1:13

So today we are gonna be talking with the two founders

1:16

of event advisors. Yeah, I'm so excited about this.

1:20

This is gonna be so awesome and I'm so happy with what you guys have built

1:23

and I'm so happy to bring this to everybody because our audience really needs to know how

1:28

to run a successful event. Not that we're gonna give them all

1:31

of the secret sauce on the show today, but I definitely wanna make sure

1:34

that we lay a good foundation so that when people do hire you, they understand

1:38

what they can expect. So Elise and Angela, welcome to the show.

1:40

- Thanks. Sure. Thanks for having us. - Alright guys, where do we begin?

1:44

Actually, I'm gonna tell you where we're gonna be in, dammit. We're gonna begin by saying what happened, right?

1:48

So you guys ran Strategic Custom Marketing,

1:50

that was what it was called, right? Strategic - Custom Strategic Marketing. Oh,

1:54

- Damnit, I was so close. <laugh>, oh, I even had that right on a piece of paper,

1:59

but I wasn't looking at, okay, so custom strategic marketing

2:02

and then you guys had an epiphany. Let's talk about that. - Yeah, so the epiphany was this custom strategic

2:07

marketing, call it what it is.

2:09

We found that working within the financial advisory

2:12

ecosystem that people needed this strategic marketing.

2:17

We were putting together what we thought were these amazing

2:19

marketing plans and we were getting great feedback on it.

2:22

And it was all based on the ideal clients.

2:26

And when we put those plans together, there were four

2:29

or five disciplines and one of them was events.

2:33

Here's what we found. People are financial advisors, they're not marketers.

2:38

So <laugh>, it was, um, super overwhelming

2:42

and difficult to get things done.

2:47

And what we recognized is, uh, not with not only that,

2:51

but nobody within the bigger national space

2:55

was talking about events. Angela and I both come from the event world

3:02

and understand the power that events have

3:06

and say, wait a minute, if we can talk about ideal client

3:10

and creating events to help folks in the financial services ecosystem build

3:15

stronger relationships with their clients through events,

3:20

this is where we belong. - So let's elaborate on that a little bit.

3:24

So, so why don't you guys tell, because again, when we had you guys on the show,

3:28

we had you independently and, and you guys had talked about your backgrounds,

3:31

but this is like this, the coalescence

3:34

of everything, like everything now.

3:37

And I don't like using the word synergy because it's overused, but this is actually true.

3:41

Like you have a symbiotic

3:43

and synergistic relationship together. So let, let's talk a little bit about your guys' background

3:47

so our audience can understand a little bit more about why

3:50

you guys really decided to focus on events. - Absolutely. I'll start Matt.

3:55

My background is several decades in the advisory space,

4:01

working in an advisory office

4:03

and consulting in the space of marketing implementation

4:07

and event execution. Really making those events come

4:12

to fruition working on the event plans.

4:15

But there was really no strategy involved in it.

4:17

It was just to get it done. Uh, whether the coach asked us to do an event,

4:22

you saw another advisor doing the event, it was rinse

4:25

and repeat new ideas. Sometimes they work, sometimes they didn't.

4:28

And when Elis and I collaborated to work on

4:33

strategic marketing plans, that was a, a big piece

4:35

of it is the strategy in identifying the ideal client

4:38

as it pertained to the marketing plan,

4:40

but more specifically to the events. It, it all falls into place you, you need to speak

4:45

to your ideal client when doing your marketing plan

4:48

and planning your events. So taking my background in advisor marketing

4:54

and advisor events, working with wholesalers, working

4:57

with the COIs and then Elise's background in strategic marketing,

5:03

it really puts the whole umbrella over events

5:06

to from beginning to event, not just calling a venue

5:10

to you know, book a night and you know, a chicken dinner

5:13

and you're on your way. It is setting the goals all the way to the follow up.

5:18

And that's what's different from

5:21

what most people think event planning is. It's building that event with the

5:29

goal to nurture those re your client relationships.

5:32

And when building your client relationships,

5:36

there's a few things that happen. You develop those relationships so they become sticky

5:42

and they don't go anywhere. They like you so much, they refer you.

5:46

And then in, in the advisory world,

5:49

what's really important is when a client passes, you want

5:53

to really make sure you've developed those relationships

5:56

with the family so the, you know,

5:58

the accounts don't go anywhere. So bringing that full circle is

6:03

where event planning in the advisory space has been for

6:06

so long and adding strategic event planning,

6:10

we are working towards building those relationships which

6:13

will help the advisor and their firm grow.

6:17

- Okay, so you've got Angela who's been in an advising

6:20

office and dealing with the rigmarole there.

6:23

Elise, your experience actually has a much different origin

6:27

and actually a different specialty. Would you like to elaborate on that?

6:31

- I would love to. My background is

6:34

actually in sports entertainment and higher education event marketing

6:39

and everything that we do in those spaces is strategic.

6:45

The analogy of when I was working in the arena world when we

6:48

were selling tickets to Disney on ICE

6:51

and we were selling tickets to a rodeo, you knew

6:54

who your ideal client was, you knew where they were getting their information.

6:58

You also knew that they weren't always the same people

7:01

so you were catering your message to your ideal client.

7:06

Do we call it that? Probably not. But so when

7:12

I created Fresh Perspective Consulting,

7:14

which was my umbrella business, this whole idea of

7:19

wait a minute, we need to actually do events so

7:22

that we have the people in the room to get the message

7:24

that we want to get. And as I was starting to build that business

7:28

and talking to people, they were saying, God,

7:30

I hate doing events like the ROI on events is just horrible.

7:35

And I was like, wait a second, you're measuring the wrong thing.

7:39

And came up with this paradigm that we call the return on the moment versus the return on

7:44

the investment When we think about the event as its own kind

7:49

of rock in its own stream and we set goals

7:54

and objectives for that event, it helps

7:57

with the bigger flow. And as Angela said,

8:01

that wasn't happening in the financial services space

8:03

and it's our mission to make sure that it starts happening more often.

8:08

- Here's yeah, a lot of advisors, especially now that we're

8:11

outside of the pandemic, really truly want

8:13

to do events again, but they're still execute 'em like it's executing them like

8:17

it's in the 19 hundreds. I'm gonna send out a wedding style invitation

8:21

and just hope people show up. There is no plan

8:24

and I love that you guys have built an actual plan

8:27

and strategy around this return on moments

8:30

because moments are really what you need

8:32

to be paying attention to. And the other thing that I really love about all

8:36

of this is if, if so many advisor,

8:39

and I think I've told you guys this story, I'm gonna digress for a moment. I, while we're with an advisor here in Kalamazoo

8:44

and we started doing wine tasting events, he loved wine,

8:47

loved, he had a huge wine collection. So we started doing wine events

8:51

and I like his list was super small, he refused

8:55

to expand it past his a plus clients. He never wanted to ask anybody to bring a friend.

9:00

And then when nobody showed up or even if they did show up

9:04

and then all they did was drink the wine and didn't provide him with 25 referrals,

9:08

he thought it was a huge failure. And that's a big thing that,

9:11

and Angela you had talked about that is there is this great wealth transfer that's happening

9:16

and if you're not building relationships with your client's kids,

9:19

you're gonna lose out on at least in the next 15 years

9:21

$74 trillion. Which I actually think I got

9:25

that from you guys watching a presentation on that.

9:28

Alright, so Elise though, you just talked about something

9:30

that I think is a wonderful visual

9:33

and I love visuals on the podcast because it allows people

9:35

to have a greater understanding of the concept. You just talked about a stream and a rock in a stream.

9:40

Could you, you, would you mind elaborating on

9:42

that or one of you two please? - Sure, I'll go ahead. Okay, so everybody

9:47

I know this is like the cardinal sin of podcast, right?

9:49

Everybody just stop, close your eyes, <laugh>,

9:53

- Unless you're driving, unless - You're driving, please don't pull over <laugh>, stop.

9:57

Close your eyes picture you're in a forest

10:02

and there's a nice river running through

10:05

and you can hear like the nice bubbles all going

10:08

and there's some rocks in the stream. Think about when you actually watch that water

10:13

and what it does when it goes around those rocks,

10:17

it creates its own little Eddie pool

10:20

but it also changes the flow of the bigger stream.

10:26

So in that analogy, your marketing is that water

10:31

and those rocks are your marketing tactics,

10:36

the things that you do. So in our case we're focusing on the event rocks.

10:41

There's a whole separate pile of podcast rocks

10:44

and digital communication rocks.

10:48

But when you focus on that rock as something

10:52

that can affect your stream and setting goals for that, right?

10:58

What do we want this rock to do? Why is it here?

11:00

Can we move it? Is there an earthquake that moves it,

11:04

whatever It redirects your marketing to the places

11:08

that ideally you wanna go. Beaver Dam, right? That comes into play too

11:12

and it redirects the water. There's all these things that you can be doing

11:16

and to just go, eh, the rocks there, it's whatever.

11:20

It's a real waste of time and energy and fiscal

11:25

and human investment. So if you can affect it, why not?

11:30

- And that's a really good point too because for the advisors out there that are listening

11:34

that have done events and have those event rocks

11:37

but they haven't worked for whatever reason, if you just move the rock a little bit,

11:42

the stream goes a different direction

11:45

and just with a few tweaks you,

11:47

you can change the entire dynamic of your advisory firm

11:50

and your relationships with your clients. - And I love how you used the word Eddie ease

11:54

and I'm gonna partner that with a word you used

11:56

before, which is moments, all of the rocks that are in

11:59

that stream pause that stream to create this moment.

12:04

And I don't think people look at their marketing at all

12:07

as just these ideal return on these moments.

12:10

And if you have a strategy behind those moments, then all

12:14

of a sudden that stream is flowing in the way that you want it to and will get the desired outcome.

12:19

And that's really what I think you guys are

12:22

changing in this world. And as I have known both of you for quite a while

12:26

and seek you out at conferences to hang out

12:29

'cause you guys are so wonderful to hang out with. When you guys were talking about this,

12:33

we did research like right there and there isn't another company now there are seminar

12:39

companies and those sorts of things for the educational events,

12:42

but we saw this huge gap in the world of support

12:45

for financial services professionals to execute really effective events.

12:50

So let's talk about what are some of the things

12:53

that you guys do that really have a better return on these

12:57

moments for advisors? - I think um, the first place to start

13:03

is the difference of goal setting

13:05

and not, Angela talks about this all the time,

13:10

whether it was back in the 19 hundreds, I love that phrase

13:13

way back in the 19 hundreds, advisors would do four events a year

13:18

because their coach would tell them that these are the four events you need to do.

13:23

Yes people like you Matt. And that was fine.

13:26

But again, there wasn't like, what's the purpose of this?

13:30

So if we're setting purposes for this

13:34

and where we're focusing is the client relationship events

13:39

because of everything we've talked about with that a u

13:42

and the stickiness and the next gen.

13:45

And let's face it, the other thing we're hearing a lot,

13:47

which we totally are into is this authenticity

13:51

and the fact that advisors connect with their clients

13:54

because of the people who they are not

13:56

because of the products that they provide. What's a better way than having an event to not only get

14:03

to know your clients as who they are, but they get to know you as the person you are.

14:08

- So I'm sorry, I'm gonna interrupt 'cause is, Angela brought something up a little while ago

14:12

and in fact we, on your website you actually have a picture

14:15

of this, but you have executed events with your, the advisor

14:18

that you've worked with that actually is like

14:22

actively attracting people's children

14:25

because it is an event that they love

14:27

and it's a whole bunch of fun. Would listen, can you just give somebody a free event idea

14:32

because I know you guys have hundreds of different sorts

14:34

of ideas, but Angela, I think you know which one I'm talking about.

14:36

Would you mind sharing that a little bit? Okay, - I do.

14:39

I would love to share this. So, um, with this one advisor that I've worked with,

14:44

he's built a community with female clients

14:47

and gone as far as developing a women's council

14:51

and a women's group in the firm. And years ago we held a brunch with all the the ladies

14:58

and asked them what they would like to, to see us, what kind

15:01

of events they would like to attend. And we had flip charts

15:04

and we wrote all kinds of things down from finance 1 0 1 to gardening.

15:09

The crux of that is they wanted community,

15:12

they wanted a variety of different events, they wanted

15:15

to bring their friends, they wanted

15:17

to be places that were convenient. So where we are, there's shopping

15:22

area which is near the freeway, so that's always a good place.

15:25

So we created over the years several wine,

15:30

wine and painting events. So we did brunches and bubbles, paint and pinot.

15:35

We did incorporated into a gallant times's event

15:38

and we really created this so they could come,

15:43

there was no presentation. It was purely a fun afternoon or morning.

15:48

They were encouraged to bring friends

15:51

and they did, they brought adult children, female children,

15:53

they brought their friends and I remember one of these that we were doing is sat,

15:58

it was standing in the back and everyone was bringing, we actually had a waiting list,

16:02

one for one of these events because everyone wanted to bring their girlfriends, wow,

16:06

this is working, this is great. And it really develops a sense of community.

16:12

And when we've been doing this year after year, they all start to get to know each other

16:16

and they're toasting and they're looking at each other's

16:18

paintings and they're hugging each other and it's really, um, as I mentioned, develop that sense

16:24

of community relationships with each other, with us.

16:27

Um, and then they leave with their painting whether they wanna put it in the garage

16:31

or put it in their office or their home. They have, they have that memory of that event.

16:36

Then when they go to the next event, what'd you do with your painting?

16:39

Did you hang it up? How was your painting? What did, when's the next one?

16:42

So it creates that memorable moment.

16:46

- I I as a coach, one of the things used, I just don't forget to do is create emotional anchors

16:50

that were basically triggering things

16:52

throughout the advisor's office. And how wonderful is that?

16:55

Now most of my paintings would probably end up in the garage

16:58

behind some stuff if let's say it was hung up in your office

17:01

every time that you are gonna have that memory.

17:04

But you said something and, and I actually haven't heard you say this before,

17:08

and I don't know if this is just Elise really rubbing off on

17:10

you with the kind of events that she did. I know this didn't happen, it's happened way before.

17:14

Yeah, it's possible. But there wasn't a presentation

17:18

and oh my god, you're trying

17:21

to do this wonderful community building event.

17:23

And then the advisor stands up and says, today I'm gonna spend 15 minutes talking

17:27

to you about Roth conversions. What in God's name, how, how do we reprogram the advisors

17:34

to understand that's not part of the goal, - But you wanna look at having events

17:39

that serve a goal and a purpose.

17:42

We call it event personality. So if you want to educate your clients

17:48

and prospects about a Roth conversion

17:50

or you wanna bring in a wholesaler to talk about a topic

17:52

or you wanna do an economic summit, keep it in that box

17:56

and have that goal and invite people who will be interested in that

18:01

so they have clear expectations and that develops a relationship to educate, to nurture,

18:08

to inform, to really develop

18:13

those questions that clients may have so you can have further conversations

18:18

that's developing relationship in one way,

18:20

but having a social event, whether it's a client appreciation, a holiday party,

18:25

a shred day, a volunteer day, a paint

18:28

and pinot day, I could go on forever. That purpose of those events are, are, should be strictly

18:36

to develop those relationships and have a good time

18:39

because you don't have to always educate about x, y,

18:42

Z product every time you're in front of a client, you want

18:47

to develop those relationships so they trust you

18:51

because when they trust you and they like you

18:55

and they have their money with you, then they are likely

18:59

to add more investments with you, refer you

19:02

to their friends, refer you to their children.

19:05

And it just, it's, you can't see it on the podcast.

19:09

I'm doing a circle <laugh>, it's a wheel <laugh>.

19:12

You get the return on the moment. And so don't do that presentation

19:17

because it gives you mix, it gives them mixed messages

19:20

and it feels very salesy. - And that's one of the things that I love talking to both

19:24

of you guys about these sorts of events is you're giving,

19:28

we talk about this a lot on the podcast. Nobody wants to be sold to anymore.

19:31

Everybody wants to buy from you. And when you're creating environments that are uh,

19:35

happy places to spend time with you, the probability

19:38

of them buying from you is exponentially greater.

19:41

Alright, so Elise, I'm gonna ask you this question first

19:44

and then Angela I'll ask you the same one since

19:46

we're closing up on time here. What did I miss? So

19:49

what should I have asked you that I didn't? - When we're talking about events, one of the biggest keys

19:56

we believe, and Angela touched on this,

19:59

but I think we need to dig into this a little bit more, is

20:03

it's not about the advisor or the wholesaler

20:06

or the broker dealer, it's about

20:10

your attendee, right? It's your, if you're an advisor, it's your client.

20:15

If you're broker dealer, it's your advisors.

20:18

If your insurance, it's again your advisors,

20:22

what do they want, what do they want to learn,

20:26

what do they want to share? What moments are important to them?

20:32

So many people to say I'm an expert in Roth conversions

20:37

so I'm gonna do a series of webinars on Roth conversions.

20:42

But if your ideal client isn't interested in that,

20:45

they're probably not coming and they might not even be coming back.

20:48

So this ask, it's a give and take.

20:52

People will tell you, you just have to ask.

20:56

- Alright Angela, how would you answer that question? - One of the things that we didn't touch on, um, in depth

21:01

that I'd like to go into is the difference

21:03

that we've honed into the process that we've honed into.

21:08

We talked about goal setting, we talked about developing your events

21:12

as different rocks in, in the marketing stream

21:15

with the intent to really speak to the ideal attendee.

21:19

Then you execute that event, which is where I think most people have been falling

21:24

since the 19 hundreds. You know, calling the venue, booking their event, uh,

21:27

maybe having a gift and and being on their way.

21:31

And then the final piece of that circle is the follow-up.

21:36

Knowing how you're going to communicate with the attendees

21:40

and those that that couldn't come that you invited

21:43

after the event, but planning it when you're setting your

21:46

goals at the beginning of the event. That's a real critical piece that we didn't touch on

21:51

and it's a piece that that advisors fall short on.

21:54

They just do because everyone gets busy and,

21:56

and once the event's over, you've got a hundred emails

21:59

that you need to attend to the next day and everyone forgets

22:02

and it has to be really strategically planned.

22:05

When are you gonna do the follow up block time in the calendar?

22:09

How are you gonna follow up? What questions are you going to ask?

22:12

Are they going, they don't, you don't wanna ask, did you have a good time?

22:16

That's not going to move you further in the relationship.

22:20

So you have to really develop, I know Lisa's shaking her head, she has all kinds of ideas,

22:24

this is where she excels and really how we've aligned.

22:28

So that's the piece that brings this whole return on the moment full circle is

22:33

the follow up goal setting targeting your ideal client

22:37

or attending the execution, which is very important.

22:40

- I wanna just very quickly, I just attended two major conferences

22:44

'cause you guys said that you not only do this for independent financial advisors

22:47

but you can also do this for wholesalers and then broker dealers or conferences.

22:51

And the contrast between these two events was stark, right?

22:55

So the first one, and I'm not gonna name the conferences if

22:57

you follow me on social, which one they are. But so the first one was a was kind of a top producer event

23:03

and guys the night number one it was at the

23:06

country music hall of fame. There wasn't anything that wasn't just let's hang out

23:12

and everybody just get to know each other better. And then the second night they actually brought in these,

23:18

these two singer songwriters that were brothers

23:20

who had written over 2,700 country music songs.

23:24

And then they would play them and talk about it

23:26

and it was like a inside the actor studio

23:29

for Nashville writers. And I remember leaving that event

23:33

and everybody saying that it was just such an unbelievable

23:36

experience moment that they are never going to forget

23:40

because we were sitting with two Grammy award-winning country music Hall

23:45

of fame writers and they asked, let us ask questions

23:48

and we were all singing together. It was just an unbelievable opportunity.

23:51

And then you, you switch the other one, which was a major industry conference event

23:57

and all of the speakers were only from that company.

24:00

It was all about one specific topic. They didn't ask for any feedback,

24:04

they didn't do any follow up on anything at all.

24:07

And the evening event was like everybody

24:10

just goes and gets drunk. And I was like, that's really great if you're a frat boy

24:14

and that's what you want your life to be. But that's not the way that events should be today

24:20

and you guys help all. And I just wanted to make sure that our listeners knew

24:23

that you help on all three of those levels. You do industry events, you do wholesaler events

24:27

and then you do advisor events and you guys have a couple of ways for people to engage.

24:31

So let's go ahead and talk about that today. So who wants to go first in talking about

24:35

how our audience can go ahead and engage with you? - I'll go ahead. So we talk about

24:40

how we have all this experience and really one of the reasons

24:44

that we started event advisors is we wanted to share

24:48

that experience with the financial services ecosystem.

24:53

So we've actually created an emergency kit checklist

24:57

that is over 30 items that we have discovered

25:02

through our years of event planning and event execution that we're like,

25:07

oh thank God I had this, the oh thank God kit we have that's free.

25:12

So all you need to do is to go to our webpage,

25:15

which is event advisors.net,

25:18

which I'm sure will be in the show notes and you'll see some boxes in there to click on to get this.

25:25

It's downloadable, it's A PDF, it's got check boxes

25:29

so you can keep check and it's got Amazon links

25:32

so you don't even have to think about it. Take it, click it all, put it in your shopping cart,

25:37

find a big trash bag or lovely suitcase to put them all in

25:41

and, and you're good to go for your next event.

25:44

The best place to probably connect with us to get

25:48

that is there and we're on LinkedIn

25:52

and both of us individually and as event advisors.

25:56

And email [email protected].

25:59

- Alright, so there's your free giveaway. So Angela, I'm gonna turn this over to you.

26:03

Let's talk about what you can actually offer our audience

26:07

when they do want to go ahead and hire you - Ab.

26:10

Absolutely. So we have three ways that we're working

26:13

with advisors, broker dealers and wholesalers.

26:17

We really, where we spend most

26:19

of our time is in the collaborative coaching.

26:22

Let's say that's middle tier. I'm again talking with my hands.

26:24

So podcasts are a little hard for me 'cause I'm so visual is we've got three tiers

26:29

and in this middle tier is a collaborative coaching

26:32

where we will work alongside you

26:35

and your team to really guide you to plan the events.

26:40

This is for advisors who are doing events,

26:43

wanna do them a little bit better, want

26:45

to understand the potholes. We might have stepped in some of the tips

26:48

and tricks, um, just run off, run, bounce ideas off of.

26:52

And we can guide you in planning those events. And again, this could be for a single advisor

26:56

and advisor with a team that really just wants um,

26:59

a little guidance, a little collaborative coaching.

27:01

Then the third tier is we can come in and,

27:06

and handle your event from A to z. We do the goal setting. I help you uh,

27:09

work identifying the attendee, help with the ex plan,

27:13

all the logistics and then help with the follow up.

27:16

Really everything short of touching the client data

27:19

unless we're, um, approved by your broker dealer to,

27:22

to touch the client data. It's always the asterisk.

27:25

Then the very first tier I bounced around is a DIY course

27:28

that is in development right now and that's coming soon.

27:31

And what that's going to be is for the event implementer

27:35

that wants to learn how to specifically do finser events, the strategic way,

27:42

the goal setting, the ideal client, and all the way down to the follow up.

27:47

But really once we do it on their own, it'll be a a three module course.

27:51

They'll have access to it and learn all the tips

27:53

and tricks, get our tools or checklists and all of that.

27:56

And that is in the works and that will be on our website when available

28:01

event advisors.net. - Alright, so I want everybody

28:04

to understand something very clearly. Events are actually something you should be doing

28:09

and you, it's just, it's the way to build and deepen relationships.

28:11

It's a way to maintain client assets and even more importantly, it's a wonderful way for you

28:16

to get access to your client's children by doing events

28:19

that are actually family focused. And this is absolutely huge.

28:22

This isn't an if, this is a when, this isn't a should,

28:25

this is a must and you don't wanna do it half-assed.

28:28

You gotta whole ass your event. And if you truly wanna whole ass,

28:32

your event advisors are the people that you need to engage.

28:35

Whether they're gonna do everything for you, they're gonna do it with you

28:38

or they're gonna teach you how to do it. This is such a magnificently robust system

28:42

and if you are doing events right now,

28:45

that free emergency kit, I've seen it,

28:47

it's absolutely fantastic actionable stuff

28:50

and there's so many things in there when they actually

28:53

showed it to me, I giggled and said, God, I can't tell you how many times I've needed

28:56

that 'cause I go to a lot of events.

28:58

So Elise and Angela, thank you very much for your time today.

29:01

We really appreciate you. - Thank you so much. - What's up?

29:04

So for Elise and Angela, this is Matt Halloran

29:06

and we'll see you on the other side of the mic very soon.

29:10

Thanks for listening to the Top Advisor Marketing podcast brought

29:13

to you by Proud Mouth. If you wanna know more about how you can be your own loud,

29:17

visit [email protected] and sign up for the Pod Rocket Academy through courses

29:22

and office hours led by professional podcast producers and digital marketers.

29:25

You will learn everything you need to know to become the trusted subject matter expert you were meant

29:30

to be.

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