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Advisor tips for planning successful events, part 2

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Did you see the first five tips for planning successful events? Here are five more important points to keep in mind when planning events.

  1. Buzz. What will make your event stand out and be unforgettable? Is there anything to incorporate that will create a word-of-mouth excitement before or after the event? Look to add a “wow” factor to have your guests talking about your event for years.
  2. Philanthropic purpose. Is there a way to give back to a charity? Can you tie in the event with any cause-marketing initiatives? Help those in need and create an additional warm-fuzzy feeling for your guests and the impression they have on your organization.
  3. Communications. What is needed to get the word out about the event, e.g., save the dates, mailed invites, emails, website, public relations, advertising, personal phone calls, social media discussions, etc.? Who should be invited? What is needed at the event, e.g. signage, programs, speakers, name tags, presentations, videos, etc.? What follow up is needed after the event? What happens if the event needs to be canceled or too many people want to attend?
  4. Feedback. How will you measure the event’s level of success? How can you improve your event in the future? Research your guests’ impressions, likes and dislikes. Record feedback from staff members on what to do better next time.
  5. Reproduction. Are you considering repeating all or some elements of this event? Document checklists, procedures, contact information and budgets versus actual expenses to make it easier the next time.

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Mike Byrnes founded Byrnes Consulting to provide consulting services to help advisors become even more successful. His focus is in business planning, marketing strategy, business development, client service and management effectiveness, along with several other areas. Read more at