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 to continue planning and hosting digital events to engage with clients and prospects. Digital events for financial advisors can not only help generate leads and build relationships but also help your target audience move forward and toward their financial goals following the tumultuous year that was 2020.

To help wealth advisors master the craft of planning digital events, Wealth Matters Consulting’s president and chief brand strategist Rosemary Denney sat down to explain the basics during a virtual conversation. In this conversation, Denney explains the key steps to consider when planning a digital event for your target audience, including:

          Step 1) Evaluate your objectives

         Step 2) Determine your format

         Step 3) Elevate the experience

         Step 4) Select the right platform

        Step 5) Test, test, test

        Step 6) Consider the communication strategy

Just because things are not back to normal yet does not mean your firm cannot grow. You can still generate leads and build relationships by hosting the right digital event. Our experienced team at Wealth Matters Consulting has extensive experience in executing digital events for wealth advisors. If you are considering hosting a digital event, we encourage you to reach out and ask us any questions you may have.