Revolutionize Advisor Events

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

When I started speaking to advisors more than 20 years ago, the world was a very different place.

The Internet had just arrived. Second-hand smoke was a risk in most restaurants. There was no streaming. Blockbuster ruled the movie rental business. Social media and texting weren’t ubiquitous.

But one thing has remained unchanged: The format for advisor meetings.

It’s time to take a fresh look.

The ideas set forth below were stimulated by an eye-opening book by Priya Parker: The Art of Gathering: How we meet and why it matters.

The current format

Here’s how I would describe the typical meeting format:

100+ people are seated in large room.

A series of speakers take the lectern and, often using tools like PowerPoint, inundate the attendees with information for 50 minutes or so, before asking for questions in the few minutes remaining.

Sometimes there’s an awkward silence. Other times there’s a spattering of inquiries.

Then it’s rinse and repeat, as a new speaker steps up to the plate.

This format is hard to change.

It works well for speakers. They get to speak uninterrupted for extended periods of time. It empowers them.