what we do
We make Financial Services ecosystem client events strong marketing tools by sharing our decades of strategic event planning & implementation experience
We remove your event stress from ideation to follow-up
We solve expensive event failures before they happen
We guide your team through all phases of R.O.M. wheel
We focus on client relationship-building events
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TODAY
what is R.O.M.
Here’s a secret - when you use the traditional ROI model to determine success, every event will be a failure.
We have learned over the years that all events should be measured by
ROM
Return on the Moment
Creating goals for your events, utilizing them in the organizing, promoting, producing and follow up steps and measuring your success based on those markers is our tried and true success measurement model.
Your success is our reward
Good did come from the Pandemic of 2020 - we met, discovered our mutual belief in the marketing power of events and started sharing it with the financial services ecosystem.
Angela mixes her in-house advisor marketing experience and her consultant knowledge with Elyse’s hands-on sports, entertainment and higher education strategic event marketing, planning and production skills to provide a truly unique view of how financial services events can be effective in the 21st century.
Sharing our experience in delivering high event ROM (Return on the Moment) through Ideal Client-focused goal-setting, planning and detailed follow-up for each event Moment is the cornerstone of our revolutionary venture, Event Advisors, Inc.
Who We Are
Events in the Marketing Stream
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Our Offerings
What is ROM?
DIY Virtual Course
Self-paced recorded course for implementers
Three educational modules:
1. Introduction to Strategic Event Planning
2. How to Strategically Plan and Coordinate
3. Strategic Execution and Follow-Up Activities
Access to our tested checklists, templates and timelines that we use for our own clients
Collaborative Coaching
Real-time virtual coaching with us
Coaching sessions often involve guidance with:
- Identifying your ideal attendee
- Planning and logistics
- Developing event follow-up plan and execution
- Event goal-setting
- Event marketing calendar creation
Self-paced digital course access
Use of all our tested checklists, templates and timelines
Full Service
Our team plans, executes and designs your event and beyond.
Using our decades of financial services and sports marketing experience, we bring creativity, attention to detail and ecosystem knowledge to deliver successful events to your internal and external clients.
Pricing varies, based on:
- Project Requirements
- Availability
Event Advisors
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How we help
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