Stop Blending In. Start Filling the Room.
Your competitors offer the same services, run the same seminars, and chase the same accounts you do. Financial advisor Bryan Ulatowski found a better way to stand out — by turning boat races, Oktoberfest, and Brunch with Santa into a steady stream of referrals and more than 40 new clients in a single year. In this on-demand webinar, he walks through exactly how he does it, one event at a time, so you can build the same kind of momentum in your own community. It runs about 62 minutes, it’s completely free, and there’s nothing to register for. Just press play.
Why the Best Advisors are Ditching the Podium for the Party
There’s a reason client events outperform the traditional seminar: nobody wants to be sold to, but everyone wants to be invited to something good. Instead of standing at the front of a room delivering a pitch, Bryan gives his clients an experience worth showing up for — and the business follows naturally.
Over the course of the session, he opens up his entire event calendar. You’ll see how his signature gatherings came to life, from Wellington Wear Wednesdays and the local boat race to Oktoberfest, Italian night, and the annual Brunch with Santa, and you’ll learn the thinking behind each one so you can design events that fit your own personality rather than copy his. Just as importantly, he shows how to start small. Bryan didn’t launch a full calendar overnight; he began with a single event on a modest budget and grew from there, and he’ll help you find the one you could realistically pull off this quarter.
The real payoff, though, is what happens between the food and the fun. You’ll learn how to get clients comfortably bringing their friends and family, how a room with no seating chart quietly generates introductions, and how something as simple as branded swag keeps your name in circulation long after the event ends. Bryan also shares how he taps into events already happening in his community through the Chamber of Commerce and Rotary, giving him local reach he never has to manufacture. And because a great night is only worth as much as what comes after it, he breaks down the invitations that actually fill a room, the small on-site touches guests remember, and the follow-up that turns a good time into new business.
Meet Your Presenter: Bryan Ulatowski
Most advisors work hard to look like every other advisor. Bryan does the opposite. He leans into what makes him distinct and builds events around it — gatherings people genuinely look forward to rather than politely tolerate. The result is a calendar that deepens relationships and produces introductions on its own, with no cold asks required.
In this conversation with Bill Good Marketing, Bryan is refreshingly candid about the details most advisors never hear: what each event actually costs, how they grew year over year, and the small choices that separate a pleasant evening from a growing book of business.
The Proof Is in the Numbers
More than 40 new clients in a single year — not from cold calls or ad spend, but from events his clients look forward to all year long.
Take the Playbook Home: The Free Client Events Guidebook
Watching the webinar will inspire you. This guidebook helps you act on it. As your free goodie bag, we’ve put together a step-by-step companion covering the event ideas, budgets, invitation templates, and follow-up steps you need to host your first standout event and keep the momentum going. It’s yours at no cost — grab it and start planning.
Matthew Bailey
Director of Client Content
Bill Good Marketing
Bryan Ulatowski
Financial Advisor
Wellington Financial Strategies
