Run client-generating events like a pro.
Run client-generating events like a pro.
Jason Wenk, the founder and CEO of Altruist, built two multi-billion-dollar RIAs* and has coached hundreds of emerging advisors toward success.
What's inside
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Free video guide
About the expert
A simple way of setting unique goals to measure success
Your prospects don’t want another sales-y dinner. Transform your events into high-value experiences that support the growth of your business.
Jason Wenk
CEO & Founder, Altruist
Discover the four types of events that your peers have successfully executed to attract and win clients
How to prepare your budget to get the biggest bang for your buck
Are you ready to grow?
What it takes to make the prospect journey seamless from the first touch to attending the event
Strategy 1—
Focus your growth
Strategy 2—
Find and build your community
Strategy 3—
Simplify your tech
What's inside
A simple way of setting unique goals to measure success
Discover the four types of events that your peers have successfully executed to attract and win clients
A 4-step process that simplifies the logistics of event planning
How to identify your target audience to tailor a memorable (and repeatable) buzzworthy event
How to select a captivating theme to attract and engage your audience
Everything you need to pull off a killer event in 8 weeks or less.
This actionable guide goes week by week into the planning and execution details required to establish an effective event marketing strategy for your firm.
How to identify your target audience to tailor a memorable (and repeatable) buzzworthy event
A 4-step process that simplifies the logistics of event planning
What to look for when choosing the perfect venue for your attendees
Structuring a user-friendly registration page for your attendees to RSVP
The top four marketing channels to consider to get in front of your ideal audience
Aligning your promotional content with your audience’s interests and skillset
How to engage with your audience from start to finish
Leveraging paid advertisement to reach beyond your network
Crafting a compelling description and identifying the right marketing channels
Proven tactics to keep your attendees invested on the day of the event