🎥 Exciting News Alert! 🌟 Have you noticed a few changes around our LinkedIn "house" and wondered what's going on? 🤔 Well, wonder no more! Check out this video where we unravel the beginnings of Event Advisors and share some amazing updates! 🎉 Get ready to be inspired and stay tuned to see what we're up to. Click the link below to watch the full video and join us on this incredible journey! #EventAdvisors #OriginStory #ExcitingUpdates 🚀
About us
At Event Advisors we: Transform your routine Financial Services client and COI events into tailored and powerful relationship-building experiences.
- Website
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www.event-advisors.net
External link for Event Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Type
- Partnership
- Specialties
- Strategic Event Planning, Relationship Events, Event Implementation, Event Marketing, Networking, and Coaching
Employees at Event Advisors
Updates
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"🚀 Financial advisors, it's time to revolutionize your client events strategy! 'Today's successful events break that cycle. They are based on your business goals, have their own connected metrics, and are intentionally designed with feedback and follow-up opportunities that seamlessly link to your business activities.' Discover more in 'Turning Events Into Assets: The New Paradigm for Financial Services Events' by Elyse (Adler) Stoner, DES & Angela York in the December issue of NAPFA Magazine. https://lnkd.in/gDaY-ymV #FinancialAdvisors #ClientEvents #NAPFA"
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As you are taking planning time this week & next, check out our NAPFA - National Association of Personal Financial Advisors article to guide your 2025 event strategy!
Strategic Event Expert | Transforming Financial Advisors' Events into Memorable Experiences & Genuine Connections
Struggling with event ROI? Learn about our innovative ROM™ - Return on the Moment approach! '𝘓𝘦𝘷𝘦𝘳𝘢𝘨𝘪𝘯𝘨 𝘙𝘖𝘔™️ 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘮𝘦𝘢𝘴𝘶𝘳𝘪𝘯𝘨 𝘵𝘩𝘦 𝘦𝘷𝘦𝘯𝘵 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦𝘴 𝘢𝘨𝘢𝘪𝘯𝘴𝘵 𝘵𝘩𝘦 𝘢𝘤𝘵𝘶𝘢𝘭 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴, 𝘧𝘰𝘤𝘶𝘴𝘪𝘯𝘨 𝘰𝘯 𝘴𝘱𝘦𝘤𝘪𝘧𝘪𝘤 𝘮𝘦𝘢𝘴𝘶𝘳𝘢𝘣𝘭𝘦 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴 𝘳𝘢𝘵𝘩𝘦𝘳 𝘵𝘩𝘢𝘯 𝘢 𝘴𝘪𝘮𝘱𝘭𝘦 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯 𝘰𝘧 "𝘐 𝘴𝘱𝘦𝘯𝘵 𝘹 𝘢𝘯𝘥 𝘮𝘢𝘥𝘦 𝘺."' Dive into this game-changing concept in our article '𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗘𝘃𝗲𝗻𝘁𝘀 𝗜𝗻𝘁𝗼 𝗔𝘀𝘀𝗲𝘁𝘀: 𝗧𝗵𝗲 𝗡𝗲𝘄 𝗣𝗮𝗿𝗮𝗱𝗶𝗴𝗺 𝗳𝗼𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗘𝘃𝗲𝗻𝘁𝘀' in the December NAPFA - National Association of Personal Financial Advisors Magazine and transform your client engagement strategy for 2025! https://lnkd.in/eU_fHUb5 #FinancialServices #EventROI #ClientRelationships #ROM
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Event Advisors reposted this
This month’s issue explores marketing trends for 2025, creative strategies for client gifting and event planning to strengthen relationships, ways to integrate life’s key areas into financial planning beyond traditional milestones, and the importance of trusting your gut. #NAPFA #feeonly #CFP #financialplanning Christine T. DeMao, AIF®, SHRM-CP® Cindy Jennings Elyse (Adler) Stoner, DES Angela York Lauren Gadkowski Lindsay, CFP (r) Laura Garfield Holly Donaldson, CFP®, CEPS
NAPFA Advisor: Client Gift Giving, Life Goals, Trend Spotting, and More.
NAPFA - National Association of Personal Financial Advisors on LinkedIn
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Are you setting the (holiday) table for clients to refer you this holiday season? The work begins with a strategic client event plan. Check out the latest "Valuable Views" to see why.
Will Your Clients be Singing Your Praises This Holiday Season?
Event Advisors on LinkedIn
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Picture this: You're hosting a swanky holiday mixer, and a client spills mulled wine on their white shirt. No worries! With our Emergency Kit Checklist, you'll have Stain Sticks on hand. Be the hero of your holiday bash. Get your free checklist now! https://lnkd.in/env5MfKQ #HolidayEvents #HolidayHero #EventEmergencyKit
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Ever had your holiday party photos ruined by a client's shiny forehead? Be sure this isn't the first time! Our Emergency Kit Checklist suggests keeping emergency items on hand. It's these thoughtful touches that set you apart. Claim your free checklist and host like a pro! https://lnkd.in/env5MfKQ
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How are those holiday client events coming along? Hope you picked up a few items (or all of them - that's ok) to ensure your events were right on key!
Strategic Event Expert | Transforming Financial Advisors' Events into Memorable Experiences & Genuine Connections
🎤 Nothing says "bah humbug" like dead batteries in the holiday karaoke machine at YOUR event! This season, let’s ensure your festivities shine just as brightly as you do. At Event Advisors , we believe your gatherings should be memorable for all the right reasons, not a scramble for power. That's why we've created our Event Emergency Kit Checklist, packed with event essentials like spare batteries and a multi-charging cable, so the little things don't steal the spotlight from your success. Download your free checklist now and ensure you're ready to hit all the right notes this holiday season. Your clients and prospects will be impressed, and you can relax and enjoy the celebrations without a worry! Let’s make this season a standout experience together—because every great advisor deserves a great event to remember!
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Holiday lights tangled? Ornament needs a quick fix? Our Emergency Kit Checklist includes a tool kit for those last-minute party prep emergencies. Be the MacGyver of holiday hosting! Get your free checklist now and impress your clients with your problem-solving skills. https://lnkd.in/env5MfKQ #AdvisorIngenuity #HolidayHero