Did you know that 90% of advisors reported business growth from client events?  Events are a fantastic strategy for deepening relationships, showcasing expertise, and generating referrals for financial advisors. In this article, we will help you get started hosting events, whether your preference is in person or virtual.

1. Create Your Event Plan

Create an outline that includes event objectives, target audience, and timeline. Select a suitable venue that reflects the desired theme, accommodates attendees’ needs, and offers the amenities you’d like to provide for clients. 

Check FMG’s Event Kits in our Content Library! Search “event” and find updated options each season, including customizable invites and a helpful checklist.

2. Choose an Unforgettable Theme

Don’t be afraid to think outside the box. Inject some excitement into your event by choosing a unique theme. Whether it’s a casino night, a beach party, or a roaring 20s gala, a theme adds flair and makes your event memorable. 

3. Develop a Timeline with Tactical Steps

From sending invitations to arranging catering and entertainment, having a clear plan will keep you organized and ensure everything runs smoothly. Create a detailed timeline outlining every task from start to finish. Break it down into manageable chunks. Effectively promoting the event is essential to maximize attendance. Utilize various channels such as email marketing, social media, and personal invitations to reach your target audience.

FMG’s Event Builder Tool includes event templates and registration management, along with pre- and post-event communications. 

4. Engage Your Attendees

The event’s success lies in keeping attendees engaged and entertained. Think beyond PowerPoint presentations and consider interactive activities. Incorporate games, quizzes, or even a panel discussion with industry experts. Encourage networking by setting up designated areas for people to connect. Remember, the more engaged your guests are, the more memorable your event will be!

5. Follow-Up & Show Appreciation

Once the event is over, send personalized thank-you notes or emails. Include any relevant resources or materials discussed during the event. If you want to go the extra mile, be sure to also follow up with those who signed up and were unable to attend. Send them a personalized message like a “Sorry we missed you!”

FMG’s Event Builder Tool has a follow-up communication series. Explore the printed card selection for extra touchpoints, such as thank you cards and other notecards.

By implementing the tips and strategies outlined above, you can create memorable client events that enhance client relationships and contribute to business growth and success. 

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