Creating Fun, Successful Client Events
While advisors might not snag designer Cynthia Rowley for their next client event, LearnVest Live showcased some important elements of a fun, successful client event. Check out photos from the event and read the blog to see what lessons advisors can take away.
All photos are courtesy of LearnVest.
Registration is Key
This is a key element of a successful client event says Robert Sofia, co-founder and chief operating officer of Platinum Advisor Marketing Strategies. It's important for advisors to find a way to funnel
Walking the Carpet
From left to right, Becca Wildsmith, a guest speaker and LearnVest contest winner with von Tobel, fashion designer Cynthia Rowley, and Cosmopolitan editor Joanna Coles.
Refhreshments and Fun
Sessions and Socializing
"Apparently every good-looking, successful, young working woman in Manhattan is at [LearnVest Live] right now...In case guys were wondering," attendee Alana Taylor tweeted.
Celebrity Appearances
According to Sofia, advisors can duplicate this strategy. "Every advisor can do that. There's a celebrity effect in our business too...Advisors can do this on a smaller scale," Sofia said.
Majority of Face Time
According to Sofia, while it can be a great idea to include other experts and possibly even a celebrity, it's important that the advisor has a "majority of the face time."