The Out and About Podcast14 Elo 2024

How to Plan Strategic, Effective Events for Financial Services with Angela York and Elyse Stoner

Angela York and Elyse Stoner are the dynamic co-founders of Event Advisors, a company dedicated to transforming event strategy within the financial services ecosystem. Angela brings decades of experience in advisor and marketing implementation, as well as event planning. Her journey spans over a decade of in-house roles and another decade as a consultant. During the pandemic, she met Elyse Stoner, marking the beginning of their collaboration. Angela’s extensive background in the wealth advisory space, combined with her passion for creating meaningful and strategic events, has been instrumental in their joint venture. Elyse has a rich background in sports entertainment and higher education marketing. Her experience in strategic marketing led her to question the purpose and strategy behind events in the financial services industry. Her strategic approach, coupled with Angela's deep industry knowledge, has been key to their success. Together, Angela and Elyse bring a unique blend of skills to Event Advisors, offering event strategies that are purpose-driven and aligned with business goals. Their mission is to elevate events in the financial services industry, ensuring they are not just events but strategic tools that deliver value and drive business success.

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Tune in now as we chat with Angela and Elyse about return on investment (ROI) versus return on the moment (ROM), how to align your events with business goals to build impactful and meaningful relationships, and why you should cater to the needs of your ideal audience.

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