In this conversation, we sit down with event strategists Angela York and Elyse Stoner, co-founders of Event Advisors. They explore how financial planners can transform client events into powerful practice-building assets. Forget measuring success solely by ROI. Angela and Elyse introduce a more meaningful approach: ROM – Return on the Moment™ event strategy. They unpack how thoughtful event design, client-centered planning, and intentional follow-up can deepen relationships, generate referrals, and create lasting impact. You learn how to elevate every interaction into a ROM – Return on the Moment™ growth opportunity for your practice.

This episode of FPA LIVE is sponsored by the American Heart Association’s Professional Advisor Network. Visit www.heart.org/FPA to join today.