Full Advisor Coaching - The Podcast Why Hosting a Prospect Event Gets Your Team Moving (Ep. 46)
Nov 26, 2025
38:01
Is hosting a prospect event really worth it?
Many RIA leaders hesitate out of fear of low turnout, but the real power of an educational event begins long before the first attendee walks in.
In this episode, we break down why these events are one of the most effective ways to reignite business development within your firm.
You’ll learn how putting a date on the calendar creates urgency, unites your team around a shared goal, and sharpens your messaging to clearly communicate your firm’s value.
By the end, you’ll understand how hosting an interactive, discussion-based session can transform your firm’s outreach, culture, and confidence—before the chairs are even set up.
Kristin shares:
- Why deadlines create momentum for business development.
- How to clarify and unify your firm’s messaging.
- The value of multiple natural touch points with prospects.
- How to make referrals easier for clients.
- Ways to strengthen relationships with centers of influence.
- How events build brand awareness and local visibility.
- How shared goals boost team creativity and energy.
- Why in-person events help prospects experience your firm’s culture.
- How to use events for easy, built-in follow-up.
- How to turn event content into ongoing marketing assets.
Resources:
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