Description

Elyse Stoner and Angela York discuss how their firm Event Advisors transforms routine Financial Services events into tailored and powerful relationship-building experiences on this podcast.

Event Advisors helps create and host client events that are not only lavish, but meaningful. Their philosophy centers around achieving high event ROM - Return on the Moment™ by focusing on what truly matters: your clients. 

Phil and the pair discuss how focusing on client-focused goal-setting, intricate planning, and thorough follow-up ensures each event moment resonates with your attendees and fosters genuine relationships, even after the event ends.

Key points:

• Angela and Elyse focus on incorporating the concept of ROM, or Return on the Moment in your business. 
• The pair share a few tips to consider when planning an event for clients.
• Elyse and Angela work with existing administration and their teams on their events, or can plan an event from start to finish. Their website reflects the scope of their business and the different packages they offer.

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