Organizing events is a great way to engage with clients and prospects. But before you organize another wine tasting event, ask yourself: How does this event fit into your overall marketing strategy?
In this episode, Matt Halloran speaks with Elyse Stoner, founder and chief strategist of Fresh Perspective Consulting and co-founder of Custom Strategic Marketing for Wealth Advisors. Elyse explains how you can optimize your event marketing to find your ideal clients and motivate them to act and engage.
- What she learned from years of sports and event marketing
- Tips for advisors who feel overwhelmed by relationship management
- How to build a custom marketing plan based on your WHY
- 3-phase process for building a year-long marketing plan