In a Nutshell: It's human nature to want to be part of a community. Hosting and participating in live events is essential to maintaining a connection with your client and prospect base and to furthering your own personal development -- even during quarantine.

Guest: Alison Rooney, Global Managing Director, Wealth Management, Barron's Group. Alison's team oversees the underwriting, membership, and content development for all of Barron's live events, including over 20 conferences geared towards elite practitioners.

My Key Takeaway: To create memorable events that will benefit and grow your community:

1. Delegate responsibility. A Barron's-sized event requires a team of pros focused on specific details, but even your next webinar will have many moving parts to coordinate.
2. Diversify your content. The broader your range of perspectives, topics, and speakers, the more likely you are to surprise, engage, and delight your audience.
3. Never run out of coffee. Your attendees are going to remember whom they saw and what they learned, but it's the little hospitality touches that will determine how they feel about your event. For virtual events, "coffee" might be a friendly thank you email or an exclusive offer.

Also Learn:

1. How Alison moves from "ideas by committee" to one lone decision maker when designing consistent and cohesive conferences.
2. What the big three reasons are that attendees go to conferences and how to appeal to each.
3. How the content that's most interesting to advisors, clients, and prospects has evolved in recent years.
4. Why Alison always zeroes in on three or four people she wants to meet ahead of any conference she's attending.

In a Nutshell: Growing your business -- especially during a crisis -- depends less on your ability to manage money that it does on your ability to become an important part of your client's story.

Guests: Arthur Ambarik CFP® is the CEO of  Perigon Wealth Management, which currently has $1.8 billion in AUM. Rachel Elson has recently transitioned from a career as a personal finance journalist to working as a Financial Planning Associate at Perigon.

My Key Takeaway: In order to make you and your services major players in your client's financial narrative:

• Do what other advisors don't. Find those pain points like helping family members or advising on a potential career change that fall through the cracks of old-fashioned advisory.
• Be your client's friend. And remember: friends do things for each other because they genuinely want to help, not because they expect something in return.
• Look outside the box when you're searching for talent. Money managers are a dime a dozen. Caring, curious, motivated people who are excited to learn the ropes are gold.

Also Learn:

1. Why Arthur and Rachel replaced traditional discovery summary letters with personalized financial narratives.

2. How your quality of service trumps your asset management when it comes to getting referrals and winning new business.

3. What Arthur has learned about balancing CEO-level responsibilities with client service responsibilities.