Hi, I’m Chelsea
…and I create unique, luxury client appreciation events for advisors with >$100M in AUM or companies >$1B AUM
In 2016, my journey started at Ameriprise Financial, where I earned my Series 7 and Series 66, rolled over my first $1M in month 1, and shot to the top 10 in the company for Clients Acquired with 32 my first month appointed. I learned quickly though, that managing money was not my passion… generating business was. So, now, I help successful advisors like you to connect with ideal clients, generate a consistent stream of new leads, and scale their AUM.
I run relationship-based client events with a high-touch intention to deepen trust with clients and prospects, converting them into a sturdy and consistent sales funnel.
Entertainment Event Strategy & Offerings
From Client Anniversary & Milestone Parties to Private Concerts, Cooking Classes, Whiskey Tastings, & Sales-focused Happy Hours, Chelsea will facilitate a luxury experience for your clientele and give them a reason to stay, introduce you to their friends, and remain a loyal customer for their entire life.
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Chelsea is originally from Portland, Oregon… a hub for brilliant Pinots & Chards with a similar latitude to Burgundy. Chelsea’s extensive knowledge of the wine industry, work with 100+ luxury hotels across the world, and personal connections to both the global and Nashville wine community, serves for the perfect “pairing” for an excellent event.
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Nashville is not just music city, its celebration city. The community loves to have a good time, whether it is with friends, family, live music, or an excellent rye whiskey. When Chelsea was 23, she joined a group called Women Who Whiskey (in Portland, OR) where she learned the power of unique, niche groups as lead generation.
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Speaking of whiskey, there are dozens of small batch producers who *also have your ideal client. Marrying the two is not only a win for your bottom line, sponsoring your events is a no-brainer for liquor companies. Chelsea can find your connections, foster the relationship, strike up deals, and leave you with Happy Hours that people (will probably not) remember.
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Need your clients to invite friends? It has to be a good offer. It has to be something unique enough to miss a soccer game, a football game with the boys, a dinner out 1:1, or a night at the symphony. However, these types of events (flying in a chef, a wine pairing that is unheard of, etc.) ARE worth prioritizing.
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Chelsea has successfully worked with 12+ high end hotels in Nashville on creating music programs featuring the newest, best, and most sought after musicians. Chelsea has produced over 200 events centered around live music, writer’s rounds, and star-centered stages.
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In Nashville, golfing is not a sport - it’s an occasion. It’s a time to meet clients (without saying it) and each venue is more than a club house; its a center for connecting. Let Chelsea be the leverage, connection, and pitch specialist you need to offer your clients an “in” where it counts most.
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Places to get good wine in Nashville? Few and far between. So, let’s ship our wine from a curator, bring in catering, and create a better reason to visit the new Nissan Stadium.
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Let’s bring Skulls to a place a bit snazzier than Printers Alley. Maybe a place with easier parking and a better chance for meeting your next client.
Examples of Past Events
A Fine Wine Art Gallery Tasting
From Bennett Galleries to your backyard. Chelsea will bring something simple to life. Coordinate, decorate, send paper invitations, and join in to create an unforgettable experience for your clients. From passed hors d’oeuvres to the charcuterie of dreams. #Extra is required.
*** Photos are from events Chelsea has produced + directed.
Professional Growth Focused Events + Meetings
Educational
Fly-In Specialist Series
Next-Gen Investor Workshops
Professional
Mini Conference, Specialist Series
Small Client Summits
Women in Wealth Brunches
Intracompany Development
Quarterly Economic Breakfasts
Market Analysis Breakdown / Connection Happy Hours
Office Parties + Holiday Events
Wine Presenter + Spokesperson
If you’d like to do a more public event, Chelsea can facilitate, communicate, and coordinate; from invites to tickets to production… oh, and then the day-of.
Media-centric Private Events
Want something more creative? Want to help your clients drum up business? We can also do bridged events (like this Barbie Event I threw for The Showroom Nashville at the Fairlane Hotel) to help show your clients that growing their business matters to you, too.
Pitch, Leverage, & Connect Meet-ups
If your goal is to connect one source to another, let’s facilitate a way to connect people who have the same desired client, but may be in two camps of work themselves. (i.e. this example - a local salon and HMUA)
People have lost faith in email.
Investors are weary of online sales, ads, and AI generated ploys.
The time for in-person sales… is now!
How does it work?
As any successful client starts, we do an engagement meeting. We talk about your firm goals, values, and ideas.
Then, we put together a plan, a budget, and a simple contract.
Past Clients (notable) or Publications (for either events or photography)
Work/Events/Photos Published in : People, Forbes, Nashville Scene, Music Row Magazine, Wine Enthusiast, Oregon Wine Press, Wine Tourist Magazine, Sip Magazine, Style Blueprint, Yelp, Spin Magazine, Country Music Hall of Fame, StubHub, Patch, & Scout Magazine (Nashville) + over 50 more.
Financial Advisories : Ameriprise Financial, Clear Resource Group, Empirical Wealth Management, etc. (some clients prefer not to be listed)
Other Large Independent Businesses : 00 Wines, Trend Capital (Bloom.io), Plaid Rabbit Gifts, AR Hospitality, Urban Bay Marketing etc. (some clients prefer not to be listed)
Non-Nashville Hotels (including abroad) : View Full List Here (100+)
Nashville Hotels : Kimpton Aertson, The Thompson Nashville, The Hermitage Hotel, The Fairlane Hotel, Holston House, The Joseph, Hyatt, The Noelle, The Bobby, JW Marriott Nashville, 21c Museum Hotel, & more.
