The Power of the Moment: A ROM – Return on the Moment™ Client Experience Workshop
Includes a Live Web Event on 02/12/2026 at 10:00 AM (MST)
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- Non-member - Free!
- Member - Free!
Client events aren’t about logistics — they’re about moments that build trust. The Power of the Moment is a fast-paced, interactive workshop that shows advisors how to design ROM – Return on the Moment™ client experiences that deepen loyalty and spark natural referrals. You’ll learn the core principles behind effective, strategic event moments, map your own business goals to meaningful client experiences, and collaborate with peers to generate fresh, usable event ideas. You’ll leave with clarity, one actionable event concept, and a renewed understanding of how intentional moments drive real business momentum.
Interactive Portion:
Event pathway mapping. Attendees will write down:
- Their top 1–2 business goals for the next 12 months
- The client emotions and behaviors that would support those goals
- The event moments or experiences that could create those emotions/behaviors
Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
By the end of this session, attendees will be able to:
- Identify the key elements of strategic event design that create ROM – Return on the Moment™ client experiences including the emotional and relational drivers proven to deepen trust, retention, and referral readiness.
- Connect their core business goals to intentional event outcomes using a structured framework to align goals, client emotions, and purposeful event moments.
- Generate at least one practical event idea that supports their growth, client experience, or brand strategy through peer discussion, shared insights, and guided group collaboration.
Elyse Stoner and Angela York
Event Advisors
At Event Advisors, we bring clarity, strategy, and precision to client event planning for financial professionals. Our work isn’t about flashy production - it’s about purpose-driven experiences that deepen relationships, reinforce trust, and spark meaningful follow-up.
Angela brings a meticulous operational lens shaped by years of hands-on event planning and advisor-focused marketing. She’s sat in that seat in your firm and knows what matters to you and your team. Elyse applies a strategist’s mindset honed in the high-stakes world of sports and entertainment, where audience expectations are high and every moment must deliver. She now helps overloaded teams transform events into intentional business tools—with outcomes that matter beyond the event itself.
Together, we align every detail to your goals and client dynamics. From thoughtful planning to post-event strategy, we focus on creating ROM – Return on the Moment™ events so every gathering becomes a catalyst for connection, retention, and business momentum.
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