News, thoughts, and insights for financial marketers

Planning an individual conference or event is demanding and labor-intensive. Add on more than a dozen different cities, venues, and guests, and you’ve got a stressful few months ahead. Hosting a successful roadshow requires lots of preparation, but more important than reserving the venue, gathering the speakers and hiring the lighting crew is nailing down […]Continue reading

You plan your event, secure the fund manager of the moment and curate a program to entice any advisor. But what really makes an event a success? We look at ten areas that can make or break an event despite your spectacular line up.Continue reading

Today in Washington D.C., thousands of United States citizens are flocking to the nation’s capitol building to witness a time-honored tradition that harkens back to the gilded age. The day promises parades, speeches, concerts, fancy galas, and as much pomp and circumstance as one city can handle. However, much like a wedding, the somewhat somber institution of […]Continue reading

Since its often your top clients attending your events, you have to do everything you can to make every aspect of your event easy and enjoyable to ensure they leave with a positive view of you and your firm. But, it can be tough just getting people’s attention, let alone holding it, so we’ve created a […]Continue reading

We have recently completed some advisor research and are keen to share some of the findings with you. We spoke to 169 US advisors as part of our Digital Marketing Survey and one of the most interesting things we discovered was this: 91% of advisors said they choose which events to attend on the basis […]Continue reading

Which advisers are you inviting to your investment events? Are they the people most likely to come? Are you continually asking the same people to travel long distances? Could you make your invitation list even smarter? We spoke to 520 UK advisers as part of our Digital Marketing Survey and one of the most interesting […]Continue reading

Here at StoneShot, our platform has been used to manage a whopping 4725 events at 600 venues enabling us to acquire some deep insight into the world of fund provider events.Continue reading