Event Marketing for Financial Advisors - Bill Good Marketing

Planning Perfect Events

So that you can engage your clients and grow your business all at the same time


The three events to grow your business

There are three types of events: client appreciation events, client education events, and public seminars.

All three can help you grow your business, although they do it in different ways.  Client appreciation events, for example, are a great way to create client engagement, which leads to more assets, more referrals, more everything.

Client education events, meanwhile, are a great way for you to meet people your clients know, like their family, friends, and coworkers.  By getting your clients to bring guests, you are essentially getting first-hand introductions to some of the most desirable prospects out there.  (Note that you can also ask your clients to bring guests to appreciation-style events, but you have to be a bit more selective about when you do this.)  

Finally, public seminars are a great way to get in front of multiple leads at once.  You can learn more about how to make your seminars successful by CLICKING HERE.  

I should add that hosting events can bring one more benefit that doesn’t often get enough attention: They can be some of the most rewarding experiences you will ever enjoy as a financial advisor.  I can’t tell you how many times an advisor has told me about how fulfilling it was to know they had put on a great event for their clients – one that people would talk about and appreciate for years to come.  

If you’ve never held events before, or have but without success, they may seem rather daunting.   Fortunately, on this page I’ve provided lots of free goodies that can make the entire process simpler, easier, and more manageable.  You can find them in the bottom-right corner of the page.

Bill Good Marketing – Your partner in planning perfect events

The Bill Good Marketing System has everything you need to turn event management into a simple, turnkey process.  For starters, consider invitations.  No matter what kind of event you are producing, it needs an invitation. We have dozens of prewritten, compliance-approved invitations to client appreciation events, client education events, and public seminars.



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We also have our Seminar Campaign which can be used to power all types of events.  When you run the appropriate version of the campaign, a good part of the planning is already done. The campaign itself will produce a Timeline for you to follow so that all the preparations get completed in a timely manner.  The critical checklists are all complete. Your job is to review the plan, fill out what we call a Campaign Order, and then show up for the event.

We also have numerous strategies and processes for taking individual aspects of event management to the next level.  

You can do all this work yourself, or you can outsource it to the people who invented the team concept in financial services. (Hint: that would be us.)


“The Checklist Solution” is a reprint of an article I wrote for Research Magazine. It is required reading for any event planner. You should also buy and read the book I reviewed, “The Checklist Manifesto.”

“How to Write an Invitation” describes each part of an invitation and gives some examples. It should help speed up the process for you.

“Job Descriptions” gives a summary of each of the important jobs necessary to produce perfect events.

“Facilities Inspection Checklist” is one of my favorites. It will help you develop zero tolerance for facility goofs.

“Meeting Room Size Calculator.” In the dark on how big of a room to select? This will help.

“Facilities Checklist” is the checklist you use as you contact the facility and make the arrangements. It keeps all your notes in one place.

“Ten Ways to Get Your Clients to Bring Guests to Events” is exactly what it says on the tin: a list of easy-to-implement ideas for getting a client’s family and friends to come to your events.




IconThe Checklist Solution

IconHow to Write an Invitation

IconJob Description

IconFacilities Inspection Checklist

IconMeeting Room Size Calculator

IconFacilities Checklist

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