Please this is a PowerPoint format maximum of 20 pages, follow the instructions of the assignment....

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Please this is a PowerPoint format maximum of 20 pages, follow the instructions of the assignment. It has to be original, no plagiarism

Assignment Overview: Imagine you are a successful financial planner for a full-service financial company. Your company has 300 high-net-worth clients. The owner of the company understands the need to continue marketing to grow the business. You/your Team have been tasked to create a client event to attract new high net worth clients to your financial planning business. Expectations: · Read the entire Client Event Assignment. · Carefully review the instructions and criteria for each product. · Adequately address the required items to ensure the effectiveness of the event. · You are encouraged to follow the structure provided in this document. · Use COVID-19 to plan the event under lockdown. Use Food delivery, wine delivery, and video conference for the event. PowerPoint Presentation Deck · Use your PowerPoint as a visual representation · Include visuals and data to support your client event proposal. · Don't overload your slides with a lot of text or small print · Use color sparingly, yet enough to highlight key areas and to differentiate others · Paint a picture of your event. You are looking for buying and approval from your thoughtful marketing financial service using the platform: Client event. · Be concise in your information and explanations and link the concept(s) to the client event structure. · Present only information that is relevant for the owner to make informed decisions about your client event. 1. Cover Slide. (Slide 1) a. Title of your Client Event 2. Brief Summary. (Slide 1) · Provide a summary of the client event. Write the summary as if pitching this event concept to the owner of the company. (Word count: 200-350) 3. Table of Contents. 4. The presentation must include the following: A. The type of client to attract B. The number of people expected to attend C. How will you get them to attend? D. What is the budget for the event? · Details: pre-event, during the event, post-event E. Does the budget match the business potential of the event? · Details: provide rationale and data to support the budget F. Time, date, and location G. The event agenda H. Measuring event success · Attendee feedback · New Revenue/Clients 5. Conclusion The concluding section will identify the insights you (as a Financial Advisor (FA)) obtained from the assignment. This section should refer back to previous areas of the project and materials covered in the course. A comment should be included on FA's approaches to integrate Client Events into marketing financial services. 6. References Please include an APA 7th edition reference page with at least four sources. Requirements: · Include a cover page with your name(s) and student number(s). · Maximum of 20-slides, including References/appendices · Include additional appendices if appropriate · Include page numbers on slides. Final PowerPoint Client Event Tips: · Owners are busy people and are interested in events that will bring in new clients and revenue. If a proposal looks promising, they can always ask for any additional data they want. · Be concise in your information and explanations and link the concept(s) to the core client event pre-during-post components. · Present only information that is relevant for the owner to make informed decisions about your event. · The plan's content should incorporate factual support for the concept (supporting data/rationale.)

assignment-requirement-yepncqx2.docx

Tanmoy · Accepted Answer

PowerPoint Presentation
Financial Literacy of HNI clients 
Name: Mike
1
Brief Summary
Arrangement of events to educate HNI’s and potential investors
Event to be held in Royal Ambassador Centre in Canada
The attendants will view the events online through video conferences
Due to covid-19 and lockdown company is unable to arrange any physical events as it will interrupt the social distancing norms
The company’s success will be measured through increase in customers and revenue and feedback will be analysed based on questionnaires and interviews
2
The financial service company will arrange a event which will be focused on educating the existing HNI’s and the few potential investors. To cover this event the company has booked Royal Ambassador Event Centre located in Canada. But, it is due to covid-19 and lockdown the company cannot invite the clients at the event centre. The event will therefore be held via video conferencing and can be viewed live through Skype and Zoom. Also, there will be arrangement for foods and beverages for refreshment purpose. But instead of delivery of foods and wine an amount of $125 will be send to each attendants. They will be given a gift which will be delivered by the courier post adhering to the covid-19 sanitization norms. The agenda of the events will be mainly focusing on educating the customers with new products launches and financial planning for the purpose generating earnings from the retirement savings. There will be experienced and skilled industry experts from the field of finance.  
Finally, the success of the financial service company will be measured based on the increase in the number of customers and revenues in the current year as compared to the previous year and their evaluation post attending the events through online questionnaires and interviews. 
2
Table of Content
The type of client to attract…………………………………………………..Pg. 4-5
The number of people expected to attend…………………………….Pg. 6-7
How will you get them to attend?............................................Pg. 8-9
What is the budget for the event?............................................Pg. 10 -11
Does budget matches the business potential of the event?.....Pg. 12-13
Time, date & location…………………………………………………………….Pg. 14-15
The event agenda…………………………………………………………………..Pg. 16-17
Measuring event success……………………………………………………….Pg. 18
Conclusion……………………………………………………………………………..Pg. 19
References……………………………………………………………………………..Pg. 20
3
The type of client to attract
300 High net worth individuals in Canada
Potential investors who visits the company website
4
The various types of clients who will be invited to the event in the marketing campaign for the financial services will be as follows:
Firstly, the company will invite all its existing 300 high net worth individuals who already invested in the company. These individuals have huge amount of portfolio invested in the company. Also, they have the potential to invest more if the company launches new and innovative investment opportunities. High net worth individuals are generally the people who have more than $1 million of liquid financial assets in the company. As of 2019, there are approximately 392000 high net worth individuals in Canada (Adam Hayes, 2021). Since, these HNI’s have huge amount of funds accumulated with them, they required skilled and experienced fund managers to manage their funds so that they can properly allocate their funds and generate more profits in the future.
Secondly, it will be the Potential investors are the people who have not yet invested but may invest if they find the company to be prospective and profitable. The potential investors consists of the institutional investors who invests in mutual funds, endowments, insurance and also investors who are seeking diversification in order to meet their financial targets (Sifma, 2013).  
4
The type of client to attract
New clients through word of mouth of the existing clients
Delegates of Large business houses
5
The various types of clients who will be invited to the event in the marketing campaign for the financial services will be as follows:
Thirdly, the company will try to attract the new clients who will be referred by the existing HNI clients of the company. These new clients are attractive to the financial company as they comes as a reference by the credible and trustworthy HNI’s. Also, it through word of mouth communication which plays a significant role towards the customer satisfaction with respect to the products and services related to the financial product buying decisions (Bush et al., 2005, pp. 257-264)
Fourthly, the clients will be delegates from the large business houses who have the potential to invest sufficient amount of money in the company to generate higher profitability in the future. This will also enable the financial company to attract the employees working in these large business houses and deliver financial services to them.
5
The number of people expected to attend
300 existing HNI clients of the financial company
100 potential investors
6
The number of people who are expected to attend the event of the financial service company will be 610 in total. Out of these 300 clients will be existing HNI’s of the company who have huge amount of portfolios and will be provided with information of the new retirement products which will enhance their savings and ensure that they are appropriate for the retirement goals.
There will also be 100 potential investors who have already visited the company website or have inquired on any of the financial products of the company. These investors will be beneficial for the company as they can act as HNI as well as UHNI’s for the company. This will enable the financial service company to market its products and generate huge amount of earnings.
6
The number of people expected to attend
150 to 200 new clients referred through the HNI word of mouth 
10 delegates from large business houses in Canada
7
There will be 150 to 200 new clients who will be referred by the existing HNI clients through word of mouth. Positive word of mouth will deliver more HNI’s in the form of investors for the financial company. This will enhance the company’s earnings and brand value.
Finally, it will be 10 delegates from big business houses in Canada like Royal Bank of Canada, Toronto Dominion Bank, Enbridge Inc, Bank of Nova Scotia, Suncor Energy Inc, Brookfield asset management Inc, BCE Inc, TransCanada Corp, Bank of Montreal and the Canadian National Railway Company which will be invited for making investment in the new financial assets of the company. Investment from these company will help to enhance the value of the shares of the company and attract the shareholders to invest more (Russell Shor, 2020).  
7
How will you get them to attend?

Assignment Overview: Imagine you are a successful financial planner for a full-service financial company. Your company has 300 high-net-worth clients. The owner of the company understands the need to...

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