Grow and promote your practice through Connection Events.
Whether it’s for clients or prospects, expressing capabilities or thanks, hosted or just sponsored by you, events your practice are involved in are all about connection.
You don’t need to be a marketing professional to get involved in your community or invite your contacts to join you for an event. Our team has helped advisors with thousands of events over the years. We can custom-create materials for your specific event needs, support you through reservation collection via MarketingHQ, and help coach you on ways to make your events unique and memorable.
If you're presenting, we've got you covered.
Fill-The-Roomoffers presentations on a wide variety of topics if you’re in need of educational content. With in-depth material that can be condensed for lunch and learns, vendor spotlights, or other quick spotlights you’re given. These will help you maintain professionalism while sharing information about your practice and specializations.
If your event is more casual or social in nature, we coach to strategies and share tips to help you optimize your time with clients or prospects.
Financial Advisor Connection Events
Client appreciation events can create a shared and consistent client experience that gives a reason for your clients to talk about you and your practice.
Sponsoring community events practically shows your love for your geographical area and can help with recognition and value-matching with prospects and business partners.
Hosting educational events for clients or prospects can enhance your brand presence and financial authority, establishing you as a resource for your community.
Bring-a-friend eventscan provide unique and fun experiences to your clients and their loved ones, furthering your brand through holiday parties, shred days, barbeques, pumpkin carvings, and more!
This depends on your stage of business and marketing budget. Working with a coach can help you determine not only if you should host events, but also what type of event may help you achieve your business goals best.
Financial advisor events can boost your credibility, community recognition, SEO, elevate your client experience, and differentiate your firm depending on what event strategy you decide execute.
Both the marketing method and event type determines your planning timeline. We recommend 8 weeks+ of planning for most event types.
Some common Connection Events we help with include Holiday Parties, Shred Days, Lunch & Learns, and Client Appreciation Events.
We have specific processes and support structures for seminars, webinars, and our coaching program’s Ideal Client Events. But since we want to help our advisors with every event, no matter how you’re involved, our Connection Event support is available to all affiliated advisors.
Unless technologies, print, or extensive help is needed, Connection Event support is included in your support as a USA Financial affiliated advisor. Our coaching and marketing support teams are often working with advisors on various initiatives that would fall under Connection Events.
Financial advisor events hosted through the Fill-The-Room® program are strictly available to advisors affiliated with USA Financial. To learn more, reach out to us today!
