Event Calling & Planning - Do You Need Help?

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:

1. Researching venues

2. Booking venues

3. Dealing with venue contracts, if applicable

4. Confirming budgets

5. Menu selection and confirmation

6. Calling potential attendees

7. Confirming RSVPs

8. Confirming special requests

9. Pre- and post-email communications

10. 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