Ep 88: How to Plan Events That Actually Work

Episode 88: How to Plan Events That Actually Work
Guest: Angela York & Elyse Stoner

Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

In this episode, I’m joined by Angela York and Elyse Stoner, the duo behind Event Advisors. With backgrounds in financial services, sports, and entertainment, they specialize in helping advisors turn events into ROI-driven business strategies. Their Return on the Moment™ approach empowers firms to build stronger client relationships through intentional, well-executed events.

Key Takeaways:
✅ Plan With Purpose – Don’t host events just to fill the calendar. Every event should be tied to a clear business objective.

✅ Use Client Data to Personalize – Gather feedback and preferences to make future interactions more meaningful and tailored.

✅ Follow-Up Is Critical – Success doesn’t end when the event does. Use thoughtful pre- and post-event touchpoints to extend engagement.

✅ Choose the Right Format – In-person events foster connection, while virtual events are best for sharing educational content.

✅ Delegate the Details – Advisors should focus on relationships, not logistics. Outsource operations so your team can stay client-centered.

🔗 Get Started with Event Advisors
🌐 event-advisors.net/getstarted

🔗 Connect with Elyse Stoner
LinkedIn

🔗 Connect with Angela York
LinkedIn

🔗 Connect with Catherine Tindall
LinkedIn
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📧 Email: admin@dominiones.com
🌐 Dominion Enterprise Services

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