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what we do

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We make Financial Services ecosystem

client events strong marketing tools

through strategic event planning & implementation

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We remove your event stress from ideation to follow-up

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Get our FREE

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Checklist

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We solve expensive event failures before they happen

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We guide your team through all phases of ROM™ wheel

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We focus on client relationship-building events

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We design useful, doable event follow up programs​

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Strategize
organize
Follow Up
produce
PROMOTE

what is ROM™

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.

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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

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What is ROM?

Events in the Marketing Stream

RESOURCES

Videos

Our Offerings

Follow Up Planning

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How we help

Choose which program is right for you

Collaborative Coaching

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Collaborative Coaching

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Real-time virtual coaching with us

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Coaching sessions often involve guidance with:

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  • Identifying your ideal attendee
  • Planning and logistics
  • Developing event follow-up plan and execution
  • Event goal-setting
  • Event marketing calendar creation
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Self-paced digital course access

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Use of all our tested checklists, templates and timelines

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Full Service

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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.

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Pricing varies, based on:

  • Project Requirements
  • Availability
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Event Advisors

* We may receive a commission when you click on our links to make a ​purchase. This, however, has no bearing on our reviews and comparisons.

CONTACT US

How we help

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Get our FREE Emergency Kit ​Checklist

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Downloadable

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LIVE Amazon links*

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