Return on the Moment (ROM)The Lost Art of Client Events - Creating Unforgettable Moments with Angela York & Elyse Stoner - Always On with Duncan MacPherson Podcast, Ep. 66

In this episode, Duncan sits down with Angela York and Elyse Stoner from Event Advisors to discuss the lost art of client events and how financial professionals can reinvigorate their approach. As we explore the comeback of in-person gatherings, Angela and Elyse share strategies for designing meaningful, memorable, and measurable client experiences. Learn about the concept of ROM (Return on the Moment), creative approaches to blending education and entertainment, and how to ensure that your events deepen relationships and build client loyalty.

Discover the why, the how, and the what's next for client events in the financial industry. Angela and Elyse also share practical examples, from small micro-events to larger thematic experiences, and how advisors can leverage partnerships with wholesalers to elevate event success. If you're looking to expand your thinking about client engagement, this episode is packed with innovative ideas to help you create client events that leave a lasting impact.

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