Goals-based advice podcast

Financial advisers have an incredible wealth of knowledge to impart on existing and prospective clients, but often aren’t equipped with the tools to do this on a large scale. Hosting an event to share your message is something many advisers would like to do, but the prospect of event planning can be incredibly overwhelming. The truth is, it doesn’t have to be.

In this episode, we speak to Jessica Abbey, owner of Australian based event production company Leverage Management Solutions. We discuss in detail the process of planning your event, including how to identify your audience, how to determine what it is your audience is looking for, how to find the right venue and how to plan for any potential hiccups on the day. Jess also provides valuable information on how to develop a ‘call to action’ to ensure a strong return on investment. 

This episode is all about nailing the perfect event, whether it be an intimate client dinner or a large 2 day conference. They say failing to plan is planning to fail, and with Jess’ wisdom, you can ensure that you have ticked every box to create a successful event!

Resources:

To reach out to Jessica Abbey, please contact her via her Linkedin Profile. Or check out her website Leveraged Management Solutions

What You'll Learn From This Episode:

• How to cut through the online noise and stand out from your competitors by getting physically in front of your audience
• How to build brand credibility, affinity and trust with valuable prospects and your current clientele
• How to determine the right type of event for your message
• How to choose the perfect venue for your event
• What to look for when selecting paid vs free venues
• How to advertise your event to your target market 
• How to understand your audience through guest surveys
• The pitfalls to prepare for when planning your event
• Choosing the right ‘event swag’ for your guests
• How to ensure your guests don’t feel like they’re simply being sold to
• The importance of having contingency plans
• How to plan your event’s ‘call to action’
• How to ensure your guests leave your event with value
• How to ensure your guests return for future events
• The importance of considering the attendee experience from start to finish

About Our Guest:

Jessica Abbey is the owner of Australian based event production company Leverage Management Solutions, with over 10 years of experience in event planning and business development. Over the years, Jess has helped many advisers put on great events for clients, prospects, and staff. She is known for her ability to maintain a level head in the most chaotic of situations, and can help you do the same!

For more conversations with the thinkers and movers in the world of financial advice, go to Goals-Based Advice Podcast. You can also access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page. 

If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com.    

Thanks for tuning in!