We are seeing great success with events we help with, whether it's getting in front of financial advisors or potential clients for your financial advisor practice, we have seen a huge uptick in the number of people attending these events.
So, we wanted to share what services we offer surrounding event planning:
Researching venues
Booking venues
Dealing with venue contracts, if applicable
Confirming budgets
Menu selection and confirmation
Calling potential attendees
Confirming RSVPs
Confirming special requests
Pre- and post-email communications
Post calls to attendees to schedule one-on-one meetings
We don’t only plan in-person events, we also have several callers who schedule and call for webinars and other virtual meetings and events.
If you have identified in-person and virtual events as a way to increase your sales this year, don’t hesitate to reach out to us! We are happy to help!
-Danae
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