The Event
Formula

Fill the room.
Make an impact.
Win the relationship.

This is your most powerful source of new clients.

A live four-week accelerator with Beth and Holly
Tuesdays at 1 PM ET, beginning January 19

Reserve My Seat

$995 when you enroll by January 1, then $1,295
Limited to 10 advisors

Holly Reimel and Beth Fitzgerald

From Invitation to Client

Every successful event follows the same arc. We teach you each step, so your next event fills the room, earns trust, and opens real conversations.

1

Attract

Create compelling titles, invitations, and experiences that draw your ideal prospects and establish your expertise.

2

Influence

Deliver impactful presentations and authentic stories that build trust and inspire attendees to take the next step.

3

Convert

Master the follow-up and relationship-building process that turns event interest into client opportunities.

Events That Became Relationships

Three New High-Net-Worth Households

My events have taken off, and it all started with your program. I’ve launched five focus groups, hosted a women’s tea, and held my first annual retreat. Three new high-net-worth households already, and more in the pipeline.

Kelly, Financial Advisor

Two Referrals From One New Client

I completed a 45-day review with a new client. She’s thrilled with our interactions, and at the end of our meeting she gave me two referrals and warm introductions to both. All because of your event program!

Misty, Wealth Management

Introductory Calls That Became Clients

You helped me organize my presentation so that I address my ideal client, my value as an advisor, relevant client stories, and a strong next step. I have people signing up for introductory calls with me now, which has led to new clients!

Gina, Financial Advisor

Beth Fitzgerald
Beth Fitzgerald
Holly Reimel
Holly Reimel

A Note From Us

We have helped advisors host focus groups, client dinners, retreats, and community workshops. The ones who see real growth are not always the most polished speakers. They are the advisors with a plan for every step: who to invite, what to say, and how to follow up once the room empties.

The Event Formula is that plan. Four weeks, a small group of peers, and everything we have learned about turning a single event into lasting client relationships.

We would love to have you with us.

Beth and Holly

Reserve Your Seat

  • Four Live SessionsOne hour each, with Beth and Holly

    1:00–2:00 PM ET | 12:00–1:00 PM CT | 10:00–11:00 AM PT

    Session 1: Tuesday, January 19, 2027
    Session 2: Tuesday, January 26, 2027
    Session 3: Tuesday, February 2, 2027
    Session 4: Tuesday, February 9, 2027

    Recordings are available.

  • The Event Formula ToolkitInvitations, scripts, templates, and follow-up messaging
  • An Intimate Group of 10So every advisor is seen and heard

$995

When you enroll by January 1
Investment is $1,295 after January 1

Reserve My Seat

Have questions first? Schedule a free 20-minute call with us.

Questions We Hear Often

Who is The Event Formula for?

Financial advisors who host events or want to start, whether that is a client dinner, a focus group, a community workshop, or an annual retreat. If you want your events to lead to real conversations and new client relationships, this program is for you.

What if I miss a live session?

While being there live is where you get the most growth each sessions is recorded and available inside Hub.

Does the program include one-on-one coaching?

The Event Formula is a live group program and does not include private coaching. If you would like personalized support, explore our private coaching.

Will the materials work with my firm’s compliance requirements?

We have worked with hundreds of advisors across many firms who have had success implementing the materials. Always follow your firm’s policies regarding invitations, events, marketing materials, gifts, client communications, testimonials, endorsements, and social media.