Virtual Events

Build relationships and source referrals,
while having fun!

Wine Tastings • Concerts • Game Nights • Sightseeing Tours

These are just a few of the types of virtual events that Advisors across the country are finding to be highly effective at strengthening client relationships and driving referrals.

Watch this in-depth video to hear about several trending events and...

  • Learn how Advisors implemented and promoted their events to increase engagement with clients and prospects
  • Discover which vendors come highly recommended
  • Get the scoop on “lessons learned” from Advisors who had successful experiences

Don’t miss this opportunity to seize new ideas that will transform how you stay connected and stand apart in this age of social distancing.

After watching the video, we hope you come away with at least one great idea and some best practices you can immediately put into action.

To help you get started, we are pleased to offer the following resource guides which include vendors that come highly recommended and are relatively inexpensive.

PDF Report

Virtual Event Resource Guide

Plan Template

21 Game-Changing Virtual Event Strategies to Spark New Business

InspereX is dedicated to providing fresh ideas and professional service to help your practice thrive and stand apart. Please reach out to our team if you would like to discuss what more InspereX can do to serve as your partner.

If you have any questions or requests, please contact us at advisorsupport@insperex.com or 888.849.5732.

FOR FINANCIAL PROFESSIONAL USE ONLY.