How Advisors Should Plan Virtual Events

Season 2, Episode 4,  Feb 26, 2021, 12:12 PM

Even after life returns to normal, it’s unlikely that virtual events will go away entirely. Advisors who want to plan events, be it for their clients or other advisors, will need to adjust if they haven’t already.

On this episode of That Makes Cents, we speak with two people who’ve planned such events in the last year: Daniel Pelesko, eMoney’s events manager, and Greg Furer CEO of Beratung Advisors.

Daniel and Greg speak directly about what has worked for them when it comes to planning virtual events, what hasn’t, and what you should be doing if you want to plan a virtual event of your own, be it with clients or otherwise.

Among the topics discussed:
- How Daniel and Greg quickly pivoted to virtual events in 2020 (2:00)
- Best practices for virtual events (11:27)
- How client communication has been impacted by the shift to virtual (18:30)

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DISCLAIMER
Please be advised that this podcast contains purely educational information and nothing discussed may be construed as legal, tax, or financial advice. Please consult a financial advisor for any financial investment or money management questions you may have of views or opinions represented on this podcast are solely the opinion of the speaker and do not represent those of eMoney Advisor LLC or any of its affiliates or subsidiaries.

Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Beratung Advisors is a separate entity from WRI.