Is hosting a prospect event really worth it?
Many RIA leaders hesitate out of fear of low turnout, but the real power of an educational event begins long before the first attendee walks in.
In this episode, we break down why these events are one of the most effective ways to reignite business development within your firm.
You’ll learn how putting a date on the calendar creates urgency, unites your team around a shared goal, and sharpens your messaging to clearly communicate your firm’s value.
By the end, you’ll understand how hosting an interactive, discussion-based session can transform your firm’s outreach, culture, and confidence—before the chairs are even set up.
Kristin shares:
- Why deadlines create momentum for business development.
- How to clarify and unify your firm’s messaging.
- The value of multiple natural touch points with prospects.
- How to make referrals easier for clients.
- Ways to strengthen relationships with centers of influence.
- How events build brand awareness and local visibility.
- How shared goals boost team creativity and energy.
- Why in-person events help prospects experience your firm’s culture.
- How to use events for easy, built-in follow-up.
- How to turn event content into ongoing marketing assets.
Resources:
Connect with Kristin Harad:
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
The Brothers Ortiz
The Brothers Ortiz is the story of two brothers–both successful, but in very different ways. Gabe Ortiz becomes a third-highest ranking officer in all of Texas while his younger brother Larry climbs the ranks in Puro Tango Blast, a notorious Texas Prison gang. Gabe doesn’t know all the details of his brother’s nefarious dealings, and he’s made a point not to ask, to protect their relationship. But when Larry is murdered during a home invasion in a rented beach house, Gabe has no choice but to look into what happened that night. To solve Larry’s murder, Gabe, and the whole Ortiz family, must ask each other tough questions.