Organize powerful events. Gain new clients.
Prospective clients don’t want another sales-y dinner, they want meaningful experiences. Learn how to craft strategic events that delight your audience and grow your business.
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Get our practical guide for executing more effective events. Dive into week-by-week planning and start using expert event marketing strategies at your firm.
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Inside the guide:
How to identify your target audience and build a tailored event that’s buzz-worthy, memorable, and repeatable
Discover four types of events that your peers have successfully executed to attract and win clients
How to prepare your event budget to get the best ROI
What to look for when choosing the perfect venue for your attendees
Crafting a compelling description and identifying the right marketing channels
Aligning your promotional content with your audience’s interests and skillsets
The top four marketing channels to use for access to your ideal audience
A simple way to set unique goals that measure success
A 4-step process to simplify the logistics of event planning
What it takes to make the prospect journey seamless from the first touch to attending the event
How to select a captivating theme to attract and engage your audience
Structuring a user-friendly RSVP page for your attendees
Leveraging paid advertisements to reach beyond your network
How to engage with your audience from start to finish
Proven tactics that keep your attendees invested on the day of the event
About the expert.
Jason Wenk
CEO, Founder
Jason Wenk, the founder and CEO of Altruist, built two multi-billion-dollar RIAs* and has coached hundreds of emerging advisors toward success.
Modern times call for a modern custodian.
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