8 Tips to Ensure Your Event Is a Success


Are you a novice financial advisor trying to get started in the industry? Or a seasoned pro looking to boost your clientele? Regardless of your current position in the field, improvements can always be made to increase your results. Consider implementing a few (or all) of these strategies during the planning phases of your next event. The attention to detail will not only reflect well on your business but also leaves a good taste in your client’s mouth.

1. Research Your Demographic

Do some research prior to your event on your demographic, especially if this is your first event. Identify the following factors: Age, Sex, Location, Income level, Education level, Marital/Family Status, Values, Lifestyle, Interests/Hobbies.

2. Set Clear Objectives

Without clear goals, you won’t be able to measure the success of your event. In the planning phase, set objectives so you’ll know what’s important during the event. Many successful businesses use the SMART objectives marketing model, which focuses on what you’re trying to achieve and how you will do it.

3. Pick the Right Team

Having the right people supporting you is crucial to the success of your event. There’s no possible way to have an event by yourself, so make sure your entire team is reliable, ambitious, and well versed in financial events.

4. Invest in Marketing

You’ve done your research, set your objectives, and ensured you have the right help for your event. Now you need to get your event out there! If you’re marketing with LeadJig, you’ll have the option to add direct mail, digital, and e-mail marketing to your campaign. It’s up to you which ones you choose, but a combination of all three has proven to be the most prosperous. We can’t stress enough the importance of marketing- this is one big budget expense that is 100% worth it.

5. Greet Your Clients

Your first impression with your client, oddly enough, happens before the day of your event. Once someone registers and provides you with their email, you’ll want to immediately thank them. This is imperative so your guests can have a confirmation that they are registered to attend. E-mail blasts come standard with all LeadJig users and are sent out to clients once they register. You can even customize your email templates inside of LeadJig.

6. Event Reminder Emails/Confirmation Calls

There’s nothing more frustrating than spending time and energy on your event just to realize a good number of your guests are no-shows. Whether they’re sick, out of town, or just forgot, event reminder emails/confirmation calls can prevent this from happening. The day before the event, make sure to contact each one of your guests. Like I said above, e-mail blasts come standard with LeadJig, and event reminders will be sent out automatically on your behalf. We also suggest doing confirmation calls just in case any emails go unread.

7. Keep it Brief (During Event)

According to the old saying, time = money. Your attendees may regret coming to your event if it draws on for too long. Do yourself and your clients a favor and keep your pitch short and to the point.

8. Follow Up (After Event)

After the event, make sure to send all of your guests an email thanking them for attending. Ask for feedback from the presentation or if they had any more questions about your product. Make sure to include your website and phone number if they want to contact you again. Once again, this is an automated feature for all LeadJig users; However, follow up emails are crucial to keeping your name in your client’s head and we recommend them for every advisor.

These tips may seem tedious but have been proven to be effective in the financial event planning industry. The objective is to leave a lasting impression in your clientele’s mind of your company, while at the same time keeping your own goals in sight.
LeadJig + Acquire

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