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For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
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Finding the Right Balance with Client Events
2024-10-31 • 4 min video

Virtual, In-Person, or Both?

Recent changes in how we connect have redefined client events. Should events be virtual, in-person, or a mix? The answer depends on your clients. Virtual events help engage clients beyond the local area, while in-person interactions create deeper connections. Flexibility is key: offer virtual, in-person, or hybrid options based on client needs.

Make clients the voice of your strategy by asking their preferences. Whether it's a streamed live event or a virtual trivia night, focus on creating experiences that validate and empower clients.

Stream episode 66 of my "Always On Podcast' featuring guests Angela York and Elyse (Adler) Stoner, of Event Advisors , at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

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