Video: Digital Events for Financial Advisors

   It has been nearly a year since the COVID-19 pandemic forced businesses to cancel all in-person events, leaving a hole in many firms’ business development strategies. With restrictions still in place for the foreseeable future, it is essential for your firm...

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How to Rethink Virtual Events In the Age of Social Distancing

During a normal year, the winter season is an ideal time to host events that can help generate leads and build relationships for your firm – and this still rings true during the very abnormal year that is 2020. While in-person gatherings are currently not an option,...

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Client Events: Any Financial Advisor’s Secret Weapon

Think about the last great party or event you attended. What made it memorable? How did you feel about the host? Did you meet new friends or business acquaintances? Or maybe learned something new? Advisors can harness the same concept to better connect with clients...

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