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How Cornerstone’s Investment Coaching Events Ignite Success with WP Event Manager

Company description

Cornerstone Wealth Partners is a well-established financial firm that offers result-driven financial advice to families and firms to help them make wise investments and financial decisions. It was founded in 2008 in Michigan.

Cornerstone Wealth Partners

The Cornerstone team also organizes events regularly that are mostly based on investment coaching. Their services mainly include hosting coaching events, suggesting clients on academic investing which helps them create investment planning based on academic research and pathway planning that ultimately enlightens their clients about their financial future with utmost clarity.

The challenges that Cornerstone faced

Cornerstone Wealth partners guides its clients based on the informative and educational events that they host on investments and other financial matters. Before collaborating with WP Event Manager they faced multiple challenges for which they needed a modern solution.

Some of these challenges include:

  • Event display: displaying events properly on their website was one of the biggest struggles that the Cornerstone team has dealt with. Their clients or attendees often found it difficult to get all the details of an event that they organized in a single place. As a result, they failed to engage them in their events. 
  • Low attendance: low attendee engagement ultimately led to low attendance in their events. So despite having great event content, their event attendance remained low. 
  • Complicated registration process: since they did not have a centralized platform for their events, the event registration process also suffered. Attendees did not have a systematic way to register for which they depended on the cornerstone team.
  • Handling registration manually: as they did not have registration automation, they managed everything manually which was time-consuming and laborious at the same time.

Starting from struggling with displaying events and their details systematically to managing registrations and lower attendance, they faced various challenges in their events journey. That is why they needed a modern digital solution to solve these issues.

How did Cornerstone find WP Event Manager?

The Cornerstone team was in constant search of a software that would have the potential to solve all of their event-related issues. They also did not want to get into any core technical activities at the same time. So they needed a coding-free solution for them. After examining multiple WordPress event plugins they finally chose WP Event Manager due to its features, no worries of coding, and a helpful support team.

Solution

After going through all our premium plugins and bundles they picked up the Events Manager Pro bundle to solve their issues. The single bundle contains all the plugins that could fulfill their requirements.

Result

Cornerstone Wealth Partners is one of the happy clients of WP Event Manager who thoroughly appreciated our plugins along with our sincere support team. Here are the results that they have got after adopting the WP Event Manager bundle Events Manager Pro.

  • A dedicated event page with a proper event listing and each event contains its details including event date, location, time etc.
  • Cornerstone Wealth Partners events

  • Easy registration for attendees and automated registration management for the Cornerstone team as they do not need to manually track registration numbers. The entire process can be managed automatically.
  • Cornerstone attendee registration form

  • Improved user experience along with a remarkable increase in event attendance. This is because with a centralized event platform, their audiences can easily access their event details which often encourages them to be a part of it.

The post How Cornerstone’s Investment Coaching Events Ignite Success with WP Event Manager appeared first on WP Event Manager.

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