How Financial Advisors can host virtual client events

Hosting a client event is a great way to show appreciation for your existing clients, build a relationship by letting them get to know you on a personal level and meet new potential clients at the same time. In the wake of COVID-19, we look at how financial advisots can host virtual client events.

What is a virtual event?

A virtual event is any organized event that takes place online rather than in a physical, face-to-face venue. These events can range from small question-and-answer sessions to large-scale conferences with thousands of attendees.

But what types of online events can your business host?

How-to’s, tutorials, and classes

Does your specialism need explaining? A how-to or tutorial is a good way to provide tips, insights, and instructions.

This type of event can be used to launch a new service, answer frequently-asked questions, or reveal different use cases.

Training and courses

For more complex topics, webinars, workshops, and courses might be a better fit. This format can offer deep dives around specific themes, skill sets, tools, and more.

How can you promote your virtual event?

Social media is a great way to promote your event. Tweet about it and a hashtag to help people find and follow the conversation. Use Facebook and Instagrams stories function to share videos and visuals of tutorials, interviews, and more.

Email marketing is also a great way to communicate evwent information to your clients and prospects.

I hope that you’ve found this blog post on How Financial Advisors can host virtual client events useful.

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