Event Planning

Do you have great ideas for events but struggle to implement them? Let the Weylman Center and our event planning partners bring your ideas to life!

EVENTS THAT IMPRESS

Why work with us?

Advisors are often pulled in many directions, leaving marketing and event planning on the back burner at times. We have great intentions of creating memorable events but often lack the time and creativity to add those extra touches to make our events special for the attendees. Partnering with us provides an actionable event plan from start to finish, including timelines, compliance approval instructions, invitations, tips for working with third-party vendors, strategies to boost attendance, and post-event follow-through to secure new appointments.

Learn more about our event planning strategies and our strategic partner, Char Dumas, an event planner who specializes in organizing impactful client and firm events.

Event planning for individuals

Event planning tailored to your needs, offering comprehensive support from preparation to follow-up for unforgettable, successful experiences.

The Plan

Receive a detailed event plan covering invites, presentations, food, décor, giveaways, location, budgeting, compliance, and follow-up.

Types of Events

Support for trade shows, golf tournaments, webinars, client appreciation events, firm trainings, kick-off meetings, and more.

PowerPoint Presentations

Create professional, branded PowerPoint presentations tailored to your event’s goals and audience.

Invites/Flyers

Design custom invites and flyers with RSVP tracking, electronic responses, and direct mail options.

Swag/Gifts

Get personalized swag or gift recommendations to leave attendees with a memorable takeaway.

Social Media

Promote events on social media and create a highlight video to engage targeted prospects and attendees.

Event Help

On-site support with décor, vendors, AV, food, programming, and guest engagement to ensure event success.

Photography

Capture professional photos and videos of your event, guests, and venue for future sharing or keepsakes.

Post-Event Follow-Up

Develop follow-up strategies to secure new appointments and maximize event opportunities.

Tracking ROI

Use an 18-month tracking guide to measure your event’s return on investment

Event Planning Checklist

Fill in your details to download the resource.

Event planning for financial services firms

For firms that are looking to plan a meaningful event that advisors will walk away inspired to implement new tools into their practice, we can help you plan a memorable and educational event, acting as a one-stop shop for your needs. Whether it’s a workshop on practice improvement, prospecting, and marketing, or a motivational speaker, we can assist. For a flat fee, we’ll organize topics, workshops, and speakers.

Using our Weylman Center partners, you’ll get discounts on speaking and coaching fees. We’ll also help with your PowerPoint presentation and compliance submissions!

“Misty and her team handled every event detail seamlessly with care, adding special touches that enhanced the attendee experience. Their turnkey approach freed me and my team to focus on client engagement, making the events both effortless and highly successful. Thanks to Misty’s expertise, she has set a new standard for excellence, and I look forward to partnering with her again.”

Jeff Howard / ChFC, RICP, CExP Strategis Integrated Financial Strategies

“Misty and her team planned one of the best evenings of my career! The client event was carried out seamlessly.”

William Smith / CPWA®, CFO®, AIF®, AEP®, RICP ®, LUTCF, CLTC Advanced Planning Advisor Capitol Financial Solutions

Plan Your Next Rock Star Event

Let the Weylman Center and our event planning partners bring your ideas to life!