- Own the seminar calendar across offices and advisors, including geography, ZIP-code targeting, topics, venues, timing, and event spacing.
- Manage the seminar marketing partner and hold them accountable for audience quality, invitation accuracy, registration, and confirmations.
- Build and improve the seminar playbook with advisors, including materials, room setup, presenter preparation, meeting booking, and attendee follow-up.
- Coach advisors as presenters and improve each event based on results.
- Expand the program through webinars, client appreciation experiences, hosted dinners, community events, and events with referring partners.
- Define and own the event funnel, tracking registrations, attendance, meetings booked, qualified prospects, and new client business.
- Partner with growth engineering on attendance tracking, attendee imports, lead-source accuracy, and event follow-up.
- Track event cost, payback, and ROI by location, presenter, format, and topic; use results to decide what to scale, change, or stop.
- Own the in-room experience and partner with design and compliance on consistent, reviewed event materials.
CRM