The Power of the Moment: A ROM – Return on the Moment™ Client Experience Workshop

Client events aren’t about logistics — they’re about moments that build trust. The Power of the Moment is a fast-paced, interactive workshop that shows advisors how to design ROM – Return on the Moment™ client experiences that deepen loyalty and spark natural referrals. You’ll learn the core principles behind effective, strategic event moments, map your own business goals to meaningful client experiences, and collaborate with peers to generate fresh, usable event ideas. You’ll leave with clarity, one actionable event concept, and a renewed understanding of how intentional moments drive real business momentum.

Interactive Portion:
Event pathway mapping. Attendees will write down:

1. Their top 1–2 business goals for the next 12 months
2. The client emotions and behaviors that would support those goals
3. The event moments or experiences that could create those emotions/behaviors

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

By the end of this session, attendees will be able to:

• Identify the key elements of strategic event design that create ROM – Return on the Moment™ client experiences including the emotional and relational drivers proven to deepen trust, retention, and referral readiness.
• Connect their core business goals to intentional event outcomes using a structured framework to align goals, client emotions, and purposeful event moments.
• Generate at least one practical event idea that supports their growth, client experience, or brand strategy through peer discussion, shared insights, and guided group collaboration.