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13 Tips to Improve ROI
Don’t exhibit before
you read it.
Conferences are Pricey –
and Valuable
BEFORE
THE SHOW
Do you have a plan?
1. Set goals.
Know what you want to achieve, is it
how many
• People you meet?
• Cards you collect?
• Meaningful conversat...
2. Know that not all advisors
are created equal.
• Use an RIA database to match the attendees with
FAs most likely to find...
3. Put your name
in lights!
Speaking engagements are
coveted, but worth
cultivating
Winning coach.
4. Hire a celebrity.
High-profile economist.
Well-known journalist.
5. Engage the media.
Let your PR firm set up interviews
for your managers LIVE from the
floor of the show.
DURING
THE SHOW
Do you have a plan?
6. Work the show.
Ensure staff knows it’s a far greater
responsibility than standing behind a table
with a smile.
• Consta...
7. Let attendees “meet the manager.”
• If you can entice a manager to attend, shout it
out! With tweets, emails and signag...
8. Showcase recent press.
Toot your own horn and
have reprints available.
Third party endorsements
are priceless.
Someone should be present
ALL the time.
9. Require booth attendance.
Take turns “walking” the show
and networking.
Be sure...
10. Skip the sessions.
Some FAs prefer to walk the hall
during non-exhibit hours
and avoid the crowds – don’t miss
that go...
AFTER
THE SHOW.
Do you have a plan?
11. Follow up.
• Act promptly and be specific.
• Text support staff to get appropriate literature out
so it’s on the FAs’ ...
Did you meet your goals?
13. Evaluate the show.
Was the right audience there?
What could you have done better?
Should you ...
Why SunStar Strategic?
We’ve helped many fund firms craft a
conference strategy that considers what
shows to attend and ho...
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13 Tips to Improve ROI at Advisor Conferences

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SunStar Strategic offers 13 tips for your industry conference strategy, before, during and after the show. Make sure your investment gives you bang for your buck.

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13 Tips to Improve ROI at Advisor Conferences

  1. 1. 13 Tips to Improve ROI Don’t exhibit before you read it. Conferences are Pricey – and Valuable
  2. 2. BEFORE THE SHOW Do you have a plan?
  3. 3. 1. Set goals. Know what you want to achieve, is it how many • People you meet? • Cards you collect? • Meaningful conversations? • Follow up appointments?
  4. 4. 2. Know that not all advisors are created equal. • Use an RIA database to match the attendees with FAs most likely to find your funds attractive. • Offer the top tier a breakfast or dinner meeting. • Send second tier an info kit. • Send the rest a simple email to drop by.
  5. 5. 3. Put your name in lights! Speaking engagements are coveted, but worth cultivating
  6. 6. Winning coach. 4. Hire a celebrity. High-profile economist. Well-known journalist.
  7. 7. 5. Engage the media. Let your PR firm set up interviews for your managers LIVE from the floor of the show.
  8. 8. DURING THE SHOW Do you have a plan?
  9. 9. 6. Work the show. Ensure staff knows it’s a far greater responsibility than standing behind a table with a smile. • Constantly greet and engage people. • Draw them in with questions. • Learn about their needs, listen. • Offer literature. • Exchange business cards.
  10. 10. 7. Let attendees “meet the manager.” • If you can entice a manager to attend, shout it out! With tweets, emails and signage. • Put a photo of your manager in the booth for easy recognition. • Host a breakfast for a select audience.
  11. 11. 8. Showcase recent press. Toot your own horn and have reprints available. Third party endorsements are priceless.
  12. 12. Someone should be present ALL the time. 9. Require booth attendance. Take turns “walking” the show and networking. Be sure to check out the competition.
  13. 13. 10. Skip the sessions. Some FAs prefer to walk the hall during non-exhibit hours and avoid the crowds – don’t miss that golden opportunity.
  14. 14. AFTER THE SHOW. Do you have a plan?
  15. 15. 11. Follow up. • Act promptly and be specific. • Text support staff to get appropriate literature out so it’s on the FAs’ desk when returning. • Respond to requests for more info, show quality customer service.
  16. 16. Did you meet your goals? 13. Evaluate the show. Was the right audience there? What could you have done better? Should you do it again next year?
  17. 17. Why SunStar Strategic? We’ve helped many fund firms craft a conference strategy that considers what shows to attend and how to get the biggest bang for your buck. Overall strategy Project management Interview opportunities Pre-/post show communications Booth design Collateral Event planning Let’s talk. Click here. I’d like more bang for my conference buck!

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