Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your quick guide to mastering wealth management marketing and communications. Get key insights in under three minutes as we explore critical topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares valuable tips on marketing, business development, communications, brand building, growth and media exposure. With decades of experience working with top firms, she offers practical resources to enhance client relationships and expand your business.
If you’re looking for a marketing approach that generates real results, intimate learning events should be a part of your strategy. With nearly 20 years of experience, we’ve seen countless marketing strategies in action, but few have the impact that personal in-person events do.
In-person events work so well because…
- They provide clients and prospects with opportunities they wouldn’t have on their own, making the experience feel special and valuable.
- The casual, intimate setting helps build authentic and meaningful connections between attendees.
- Attendees leave the event associating those positive feelings and connections with your brand.
- We’ve consistently seen higher client conversion rates through these events.
In-person events are not only about the event’s content; they are about creating a lasting impression that clients and prospects connect with your business. Your events should give attendees experiences and opportunities to network in a unique environment. These intimate gatherings are highly effective for converting leads into loyal clients, and when paired with a well-rounded PR and online marketing strategy, their success is amplified even further.
If you’re interested in incorporating this approach, we’re here to help—feel free to contact us for guidance on creating memorable in-person experiences that strengthen your client relationships.