Making Client Events Sexy, Or At Least Fun, Will Keep 'Em Coming Hot

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LearnVest attracts 1000 women to its LearnVest Live events, telling attendees that budgeting is sexy, including a session on fashion, and a session on food by a Top Chef star.
 
The topics at the events are decidedly unsexy. But presenting them in a fun way and including side offerings that capture investors’ attention.
 
Structure your events so they provide networking opportunities, free drinks, and keeping content relevant.
 
Have a desk where people can sign up for your newsletter and make the newsletter content spot on with investors’ concerns.
 
What do I do with my 401(k) rollover? How can I ask basic questions about finance without sounding uneducated?
 
Plenty of investors with both large and small assets need education about what we label simple and basic matters. We often assume that people who have been successful building a business are knowledgeable investors.
 
While it’s true that investors learn through their investing experiences, there may be questions they feel uncomfortable asking simply from the fact that they, too, feel they should already know these things.
 
Getting to know the needs of your market audiences intimately will help you structure events that are meaningful, fun, and that keep attendees inviting their friends.

This Website Is For Financial Professionals Only


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