Episode 117, Season 2
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!
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!
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