Blog

Live Events are Back and Better Than Ever.

Jul 29, 2021 | Financial

Marketing Blog

Today it is not uncommon to see financial advisors shy away from in-person meetings and live events. Perhaps even abandoning the practice of these services completely. There have been many changes in how the world works since the start of this pandemic. You can see these changes in the ways people eat, shop, and interact at a social level. And this needs to be represented in your financial advisor marketing strategy. 

However, due to more recent liftings of restrictions throughout the nation, people are warming up to the prospect of in-person interaction. Live events are due to come back in a big way. Financial advisors can take advantage of these trends to get ahead of the curve.

Why hop on the live events trend?

The notion to begin building up a live event marketing strategy can be attributed to the world shifting toward normalcy. We must understand that going back to the world as we knew it is not possible.

As Sherrif Karamat, CEO of the PCMA says in his June 1st article, “One silver lining to this horrific pandemic: We will no longer take for granted the opportunities that can only be realized by bringing people together physically.”

This quote is a big takeaway regarding your financial business. It is important to maintain a strong presence with online marketing efforts. Elevated levels of trust and personability are achieved through a live event focus. In-person dinner seminars build more confidence between you and potential clients. More so than meeting through digital means in most cases.

How does LeadingResponse stand out?

While live events are slowly creeping back into the forefront of business operations, it is vital to maintain good habits built over this pandemic. To get the best overall bang for your buck, it is smart to consider a multichannel marketing approach for your business. LeadingResponse is the perfect choice for that holistic approach.

LeadingResponse marketing solutions, such as webinars and one-to-one appointments, are viable offerings that encourage a hybrid approach. Combining solutions can increase your ROI and speed up the growth of your financial business. According to Global DMC Partners, “Nearly three-quarters of planners are moving their face-to-face events to hybrid in 2021.” As a result, this can help you increase lead generation.

If you would like to find out how to improve lead generation or start planning multichannel campaigns for your financial business, make sure to reach out to our expert marketing consultants at (888) 907-3971 or sign up for a consultation. With live events coming back in full swing you don’t wait to book your specialized seminars now.

Get started today!

Call us at 800.660.2550
or fill out the form below:

We respect your right to privacy.
Skip the form? Click HERE.

Professional woman works on a laptop on her desk, with papers and a coffee mug nearby
Jun 23 2025

Medicare Compliance Check: What’s New for This AEP?

Each year, CMS updates or clarifies its guidelines. This blog will walk you through what’s new for...
Items on a desk, including a laptop open to graphics and the word PPC, a glass with pencils, a notepad, and a pair of glasses.
Jun 16 2025

Innovative Approaches to Estate Planning Attorney Marketing in the Digital Age

Among marketing strategies, pay-per-click (PPC) advertising stands out as one of the most...
Financial advisor speaks to a crowd, with lots of hands raised for questions
Jun 12 2025

Building Your Brand: Establishing Authority through Financial Planning Seminars

Financial seminars have emerged as one of the most powerful tools for establishing credibility,...
Professional man stands in front of a large wall covered in light blue and white marketing metrics and graphics
Jun 05 2025

Measuring Success: Key Metrics for Evaluating Preneed Marketing Campaigns

Whatever your funeral home marketing strategy, tracking what’s working helps you do more of what...
Blue paper with a segment torn. Underneath the tear, is says "Storytelling is the best marketing"
Jun 02 2025

The Power of Storytelling: Using Narratives to Connect with Clients in Estate Planning Advertising

How do successful estate planning attorneys break through hesitation and grow their firm? The...
An archery target sits at the bottom of the image with a red dart in the center
May 29 2025

Avoid These Common Mistakes When Targeting Your Audience

If you want to refine your marketing strategy and ensure you’re reaching the right people, it’s...
Black chalkboard with Marketing Strategies and other marketing related words in white chalk
May 22 2025

Crafting a Comprehensive Estate Planning Marketing Strategy

To grow your client base you need more than just experience. You need a robust estate planning...
Black background with two road signs pointing in opposite directions. One says Right, and one says Wrong.
May 19 2025

5 Signs You’re Targeting the Wrong Audience

Let’s explore five telling signs that you may be targeting the wrong audience, how this misstep...
Mature couple sitting at a table with a preneed provider discussing arrangements
May 15 2025

Informing and Empowering Consumers in Preneed Planning

When families think about the future, they often focus on savings, retirement, and protecting...
Hand appears on the left side of the image holding a magnet. Small magnetic people are lined up and being pulled up.
May 01 2025

The Ultimate Guide to Lead Generation: Fueling Growth Across Industries

Lead generation isn’t just a part of your marketing strategy, it is the strategy. This guide...
Popular Topics