Event-Advisors.net

Transforming routine Financial Services events into

tailored and powerful relationship-building experiences

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Imagine transforming your client gatherings into memorable experiences that foster
genuine connections.

Unlike typical event planning companies that focus solely on logistics,

Event Advisors integrates metrics into your entire event process.

Our customized event ROM - Return on the Moment ™ ensures that every event is

engaging and effective.

We help you host extraordinary events where clients feel valued and inspired, leading them to
talk about you and your event with enthusiasm.

Does hosting client and COI events often leave you feeling frustrated,
especially when they fail to generate the results you seek?

WHAT WE DO

At Event Advisors, Inc., we understand the unique challenges faced by financial advisors like you—hosting client events that are not simply lavish but meaningful. With Angela’s detail-oriented approach and extensive experience in planning and marketing advisor-focused gatherings, combined with Elyse’s creative and strategic expertise in high-stakes event marketing, we offer a fresh perspective on Financial Services event execution.

Our philosophy centers around achieving high event ROM - Return on the Moment™ by focusing on what truly matters: your clients. We specialize in ideal client-focused goal-setting, intricate planning, and thorough follow-up, ensuring each event moment resonates with your attendees and fosters genuine relationships, even after the event ends.

We believe that successful events are an opportunity for financial advisors to genuinely connect with clients and strengthen relationships.

Meet Angela and Elyse

Angela York

Elyse Stoner

Who WE ARE

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ROM - Return on the Moment™

Here’s a secret - when you use the traditional ROI model to determine success,

every event will be a failure.

Successful events are measured by

WHAT IS ROM™

0.0s

BUY NOW

Customized Event Strategy Sessions
Engagement-Driven Event Design
Metrics-Driven Success Evaluation
Access to our Signature Event System

Do It Yourself

$497

Event Blueprint & Planning Guide
Client Preference Insight Guide

Comprehensive, Customizable Project
Management Tool

Elite Event Concierge Service

Transform your events into unforgettable
experiences that impress and engage. Our
Signature Event System is designed for
YOU, a savvy advisor who wants to shine
without the stress, giving your team well-
tested tools.

**Limited Availability!**

A full-service solution that allows you and
your team to focus on building
relationships while we handle every
detail.

Perfect option for:

New Advisor/Team Meet and Greet
Milestone Anniversary Galas
Investment Conferences/ Workshops
COI Programs
Book Launches
Themed Retreats

Tailored Event Consulting

Do It WITH You

Our signature solutions designed to transform your events and drive growth, allowing you to shine.

Services

Signature Event System

Want more?

Our intensive event consulting solution
meets immediate needs, while our monthly
retainer partnership provides ongoing
strategies and solutions for long-term
success. The monthly retainer partnership
unlocks these benefits:

Do It FOR You

Starts at $1,350/ month