Event Advisors (Formerly Custom Strategic Marketing for Wealth Advisors)

What Event Advisors (Formerly Custom Strategic Marketing for Wealth Advisors) does

Event Advisors is a boutique professional services consultancy that designs strategic events for financial advisors, wealth management firms, and wholesalers. Founded in 2021 by co-founders Angela York and Elyse Stoner, the firm applies a proprietary methodology branded as "Return on the Moment™" (ROM) to design experiences across the full event lifecycle—before, during, and after—with the explicit goal of supporting defined business outcomes such as client appreciation, referral generation, succession planning, and deepening of center-of-influence (COI) relationships. The dual-founder structure combines Angela's advisor-focused marketing and event execution background with Elyse's strategic event design experience spanning sports, entertainment, and financial services, positioning the firm as a specialized alternative to general event planners.

The firm has no proprietary technology platform; its product is human-delivered consulting rather than software. Revenue is generated through customized project-based and retainer engagements under a professional services revenue model, with all client acquisition routed through a consultative, founder-led sales motion initiated via Calendly-scheduled discovery conversations. Service offerings include client appreciation events, wholesaler event success advisory, succession planning events, and referral generation events. The firm's primary go-to-market investment is in thought leadership—participation as guests and contributors on advisor-focused podcasts (Top Advisor Podcast, The Influential Advisor Podcast, The Model FA Podcast, Top Advisor Marketing Podcast) and industry publications (WealthManagement.com, NAPFA Magazine)—rather than direct promotional activity.

The company operates as a private, for-profit entity with 1-10 employees and no disclosed funding, no parent company, no M&A activity, and no disclosed customer logos or revenue figures. It is domestic in geographic scope, serves a single primary vertical (wealth management / financial advisory), and was formerly known as Custom Strategic Marketing for Wealth Advisors, reflecting a repositioning toward strategic event design as its core identity.

Name

Event Advisors (Formerly Custom Strategic Marketing for Wealth Advisors)

Website

https://www.event-advisors.net

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Event Advisors is a boutique consultancy founded in 2021 that designs strategic events for financial advisors and wealth management firms using its proprietary Return on the Moment™ methodology to support business objectives such as client appreciation, referral generation, and succession planning.

Ownership category

akta.pro rank

Product category

Financial Advisory Event Consulting

NAICS

Convention and Trade Show Organizers (561920)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Event Strategy & Experience Design (BPAFAGAA)

akta.pro secondary industry

Corporate Event Planning & Management Services (Agencies/Planners) (MPAGAHAL)

Keywords

• Event strategy consulting
• Wealth management marketing
• Financial advisor events
• Client appreciation events
• Advisory firm consulting

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Event Advisory Services: Event Advisors generates revenue through professional consulting services for event strategy and execution. Services are customized per client engagement and likely structured as project-based or retainer arrangements, given the bespoke nature of the offering and consultative sales motion observed.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Event Advisors provides strategic event advising and experience design services exclusively for financial advisors and wealth management firms. The firm helps clients design events that function as strategic levers for business outcomes, including client appreciation, wholesaler events, succession planning events, and referral-generation events, using its proprietary Return on the Moment™ (ROM) methodology that spans the full event lifecycle before, during, and after.

Product overview

Event Advisors is a service-based consulting firm offering event advising and strategic experience design for financial services firms. Their core offering is the ROM - Return on the Moment™ methodology, which guides organizations in designing events that support specific business objectives. The company provides client appreciation events, wholesaler event support, and produces several podcasts (The Influential Advisor Podcast, The Model FA Podcast, Top Advisor Marketing Podcast) as content and thought leadership channels. They also offer strategic consulting for succession planning, referral generation, and relationship deepening through center of influence (COI) strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• ROM - Return on the Moment™ Event Advising

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• FMG Suite: Leading marketing automation and content platform serving financial advisors; comparable in targeting the same buyer audience, but operates as a broad incumbent offering tech-first marketing rather than consulting-first event strategy.
• AdvisorEngine: Wealth management technology platform serving RIAs with portfolio, CRM, and marketing solutions; broad incumbent in the advisor services ecosystem with overlapping buyer audience.
• Orion: Wealth tech platform with portfolio, practice management, and marketing solutions for advisors; broad incumbent providing a wide suite of services to the same target buyer.

Direct peers

• FA Insight: Peer benchmarking and consulting firm for financial advisors; directly comparable in delivering strategic advisory services focused on advisor business outcomes and growth.
• CEG Worldwide: RIA growth consulting and transition advisory firm; comparable strategic consulting services for wealth management firms, particularly around succession and practice transitions.

Emerging players

• Twenty Over Ten: Marketing and website platform built for financial advisors; emerging player in advisor marketing with overlapping target customer but product-led rather than consulting-led delivery.
• Splash: Event marketing platform for B2B brands; comparable event experience design capability but delivered as a self-serve technology platform rather than bespoke consulting.

Others

• HorsesMouth: Peer-to-peer learning and mentorship community for financial advisors; ecosystem partner already featured on Event Advisors' website, providing adjacent community and education content.
• Riskalyze: Risk assessment and client engagement tools for financial advisors; adjacent services targeting the same buyer and supporting advisor-client conversations.
• Redtail Technology: CRM and workflow tools for financial advisors; adjacent infrastructure provider widely used in the RIA ecosystem that supports the same end buyer.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Event Advisors (Formerly Custom Strategic Marketing for Wealth Advisors)