1. Cooking for a Cause with Iron Chef Marc Forgione (April 2020)
Dynasty partnered with Iron Chef Marc Forgione for a virtual dining experience that included Marc’s family meatballs and polenta recipe. Attendees cooked along with Marc and sent in creative pictures for the opportunity to win prizes. If attendees had a cooking question, they could pop on screen and ask the Michelin Star-winning chef a question face to face to help hone their culinary skills. The event raised thousands of dollars for both Marc’s employee fund and The Kind Mouse St. Petersburg. Throughout Dynasty’s network, 1,500 guests attended.
2. Virtual Golf with PGA Pros Max Homa and Gary Koch (May 2020):
With many clamoring to get back out onto golf courses, Dynasty and Black Diamond teamed up to create a virtual golf experience with two PGA Tour professionals. This event was hosted by Dynasty COO Ed Swenson, VP of Marketing Nick Stile and Black Diamond’s Bjorn Widerstedt VP, Product Strategy and Design. The trio brought on Max Homa and Gary Koch who teamed up to discuss inside secrets of the tour and what it is like between the ropes. They shared swing breakdowns, tips on how to improve your game and answered live Q&A. Attendees were able to send in videos of their swing for a chance to win a swing breakdown from Max. The event had an attendance of 300 with another 50 people watching on-demand afterward.
3. One-Year Anniversary Toast (May 2020)
With Regent Peak’s clients and employees spread out all over the country, it was not possible for them to get together to celebrate the one-year anniversary of the firm’s launch. Instead, they put together a touching video thanking everyone for their support. They played it ahead of a virtual toast where attendees got together to chat, have a cocktail, and catch up quickly.
4. Virtual Beer Tasting (May 2020)
Rose Capital Advisors partnered with their neighbors, Florida-based Cigar City Brewing, to put together a virtual beer tasting experience. Michael Rose hosted with the two founders of Cigar City Brewery and guests sampled some of Cigar City’s popular beers while learning the origins of how they were made, what to look for in the taste, and a lively Q&A.
5. Let’s Talk Virtual Event Series (April-September 2020)
In February, over 70 women from the Dynasty Women’s Network met over two days in Florida for an open, honest, and raw conversation on a variety of topics. Carrying the momentum following that success, they have started hosting a “Let’s Talk” Webinar series. Topics have ranged from “Tips, Tricks & Real World Experiences on How to Live our Best Quarantine Life” to “Effective Strategies to Better Communicate and Relieve Stress.” The group has had a nice mix between bringing in outside speakers such as Beverly Flaxington, CEO of the Collaborative, and opening up conversations for internal discussions. Attendance on the calls has ranged between 30 and 70 women per call.
6. DIY BBQ Kits (May 2020)
With clients stuck at home looking for creative ways to stay entertained, Aaron Wealth sent out Kansas City BBQ kits to clients. The kit had everything needed to put together a full night of dinner for the family.
7. Dynasty Presents: Virtual Planning Week (June 2020)
Throughout the first week in June, Dynasty joined with some of its corporate partners including MoneyGuide Pro, Riskalyze and National Advisors Trust Company, to put out a series of calls and educational content all centered around planning. Each call offered a unique opportunity not only to learn about new tools and strategies available to advisors but discuss in better detail how advisors are deploying these solutions to their clients. Part discussion and part presentation, the calls were designed to be engaging and educational.
8. Compliance and a Cocktail (June 2020)
Dynasty Financial Partners Chief Compliance Officer Alex Hansen and Vice President of Network Compliance Amara Duderstadt have started hosting a series of compliance conversations with their peers focused on fun and informative discussions covering all things compliance. Topics they are discussing include compliance obstacles faced in light of these current times and implemented solutions, SEC focus on the success of remote programs, and business continuity planning and succession planning.
9. Fireside Chats & Educational Webinars (ongoing series)
Connecticut-based Procyon Partners turned the one-way delivery of market commentaries into a two-way discussion to create a setting for more personable exchanges. Last year, Procyon's WOW Collaborative had a series of events bringing together HNW women professionals to share their experiences making informed money decisions.
Procyon also produced Procyon Perspectives and used educational finance webinars as a valuable platform to address clients' top-of-mind financial concerns during the pandemic. For example, watch Procyon Perspectives: Financial Confidence in Turbulent Times.