FinServ Event Planning made EASY.
Whether you’re hosting client appreciation events, financial seminars, or corporate gatherings, the Event Advisors' Signature Event System is designed to address the unique needs and challenges of the FinServ industry.
Thank you for your purchase!
Please watch your email for access to, and important information about your Event Advisors' Signature Event System purchase. Get a head start and download your how-to instructions now by clicking the button below:
Upon clicking the button above, you will be redirected to a Stripe Checkout page.
Introducing the Event Advisors' Signature Event System
This system is specifically designed for busy Financial Services professionals, like you.
Leveraging experience from thousands of successful events, the Signature Event System empowers your team with customized resources to elevate client gatherings.
What's Included:
- Pre-Event Tools
- Project Management Resource
- Exclusive Resources & Checklists
- Dedicated Email Support
- Lifetime Access!
Thank you for your purchase!
Please watch your email for access to, and important information about your Event Advisors' Signature Event System purchase. Get a head start and download your how-to instructions now by clicking the button below:
Upon clicking the button above, you will be redirected to a Stripe Checkout page.
Because your time is better spent closing deals, not stressing about details.
The ultimate Event Advisors' Signature Event System – Priced at $497, this template empowers FinServ professionals to streamline event management with precision and industry-specific insights - without having to be an event planner.
Pre-event planning, day-of coordination, and post-event follow-up tasks customized for FinServ events. Tasks are easily sortable, customizable, and can be labeled with priority and due dates to keep you focused on delivering results. All of this in an easy to use Trello Template!
What’s Included?
Pre-Event Tools
- Event Blueprint & Planning Guide: Your roadmap to success! This guide provides you with strategies to design memorable and impactful events that resonate with your clients.
- Client Preference Insight Guide: Gain valuable insights with tailored discovery questions that help you understand your clients better and create experiences they’ll love.
Project Management Resource
Comprehensive Project Management - Keep your event planning on track with an intuitive, customizable Trello Template that simplifies the process into step-by-step tasks, ensuring a smooth lead-up to your event.
Exclusive Resources & Checklists for FinServ Success
- Event Advisors' Emergency Kit Checklist - Keep your Emergency Kit stocked to anticipate and handle challenges seamlessly.
- Event Advisors' Day-of-Event Checklist - Stay organized and stress-free during the big day with all your to-do's in one place.
- Vendor Organization - Stay on track with all your pertinent Vendor details available at your fingertips.
- Registration - Save time with the attendee sign-in process.
Dedicated Email Support
Email Access - Reach out to our expert support team for assistance throughout your planning journey.
Lifetime Access!
One-time purchase with Lifetime Access to use over and over again.
Take your event planning to the next level with this industry-specific solution – purchase your template today and deliver events that make an impact!
$497 USD
Thank you for your purchase!
Please watch your email for access to, and important information about your Event Advisors' Signature Event System purchase. Get a head start and download your how-to instructions now by clicking the button below:
Upon clicking the button above, you will be redirected to a Stripe Checkout page.
When your purchase is complete, please watch your inbox for an important email containing access to your Event Advisors' Signature Event System!
