Assignment Overview:
Imagine you are a successful financial planner for a full-service financial company. Your company has 300 high-net-worth clients. The owner of the company understands the need to continue marketing to grow the business. You/your Team have been tasked to create a client event to attract new high net worth clients to your financial planning business.
Expectations:
· Read the entire Client Event Assignment.
· Carefully review the instructions and criteria for each product.
· Adequately address the required items to ensure the effectiveness of the event.
· You are encouraged to follow the structure provided in this document.
· Use COVID-19 to plan the event under lockdown. Use Food delivery, wine delivery, and video conference for the event.
PowerPoint Presentation Deck
· Use your PowerPoint as a visual representation
· Include visuals and data to support your client event proposal.
· Don't overload your slides with a lot of text or small print
· Use color sparingly, yet enough to highlight key areas and to differentiate others
· Paint a picture of your event. You are looking for buying and approval from your thoughtful marketing financial service using the platform: Client event.
· Be concise in your information and explanations and link the concept(s) to the client event structure.
· Present only information that is relevant for the owner to make informed decisions about your client event.
1. Cover Slide. (Slide 1)
a. Title of your Client Event
2. Brief Summary. (Slide 1)
· Provide a summary of the client event. Write the summary as if pitching this event concept to the owner of the company. (Word count: XXXXXXXXXX)
3. Table of Contents.
4. The presentation must include the following:
A. The type of client to attract
B. The number of people expected to attend
C. How will you get them to attend?
D. What is the budget for the event?
· Details: pre-event, during the event, post-event
E. Does the budget match the business potential of the event?
· Details: provide rationale and data to support the budget
F. Time, date, and location
G. The event agenda
H. Measuring event success
· Attendee feedback
· New Revenue/Clients
5. Conclusion
The concluding section will identify the insights you (as a Financial Advisor (FA)) obtained from the assignment. This section should refer back to previous areas of the project and materials covered in the course. A comment should be included on FA's approaches to integrate Client Events into marketing financial services.
6. References
Please include an APA 7th edition reference page with at least four sources.
Requirements:
· Include a cover page with your name(s) and student number(s).
· Maximum of 20-slides, including References/appendices
· Include additional appendices if appropriate
· Include page numbers on slides.
Final PowerPoint Client Event Tips:
· Owners are busy people and are interested in events that will
ing in new clients and revenue. If a proposal looks promising, they can always ask for any additional data they want.
· Be concise in your information and explanations and link the concept(s) to the core client event pre-during-post components.
· Present only information that is relevant for the owner to make informed decisions about your event.
· The plan's content should incorporate factual support for the concept (supporting data
ationale.)