Event Essentials for Advisors —A.U.M.™ LIVE

Hosting successful events can be a game-changer for financial advisors looking to connect with clients and prospects in a meaningful way. But what does it take to create an event that leaves a lasting impression? In the latest episode of Kalli Collective’s A.U.M. - Ask Us Marketing™ live stream, sponsored by the Financial Planning Association (FPA), we sit down with Angela and Elyse from Event Advisors to discuss the essentials of event planning for financial advisors. From selecting the right venue to crafting an engaging agenda, Angela and Elyse share their insider tips on how to plan, execute, and follow up on events that resonate with your audience and boost your brand.

Throughout the episode, Angela and Elyse dive into the key components that make an event successful, including how to tailor your event to your target audience and ensure a seamless experience from start to finish. Whether you're planning a small, intimate gathering or a large-scale seminar, this episode is packed with valuable insights to help you maximize your event’s impact. Don’t miss this opportunity to learn from the experts and elevate your event strategy!