<img src="https://ws.zoominfo.com/pixel/20BaaYt5U7vKWlVNoJuI" width="1" height="1" style="display: none;">
Skip to content

When an Event Becomes a Fountain of Content with Planful's Rowan Tonkin and Vicky Houser

Remember in-person events? How they used to be big networking conventions? And afterwards we’d count up all the leads and opportunities? 

Yeah, all that face-to-face went away when the pandemic hit. But events themselves didn’t end. They evolved into virtual semi-live, often pre-recorded conventions. In place of face time, it’s the actual content created for these meetups that’s become the most valuable component. 

This means that brands, like our guests from Planful, have a greater need than ever for tools and platforms that make content creation, management, and distribution easier, faster, and more streamlined. In this episode of The Casted Podcast, we hear from Rowan Tonkin and Vicky Houser about how they leveraged technology to capture a mountain of quality content during a two-day event, created clips for promotion, and amplified expert conversations for finance professionals.

Digging into Key Takeaways

For each episode, we like to highlight some key takeaways. Think of it as a podcast outline or live show notes. Here are just a few of the takeaways that really stood out to us in this episode.

Delivering Value to Existing and Potential Customers Quickly 👏

Engaging a finance-focused audience requires solid informational and thought leadership content, but armed with an amplified marketing platform, Planful went a step further and created an entertaining experience that showcased their expertise to their growing audience of satisfied customers as well as potential leads. 

Utilizing Content for More Than Just Social Posts 🎉

Being able to efficiently create a lot of promotional content in one place in a short time allowed Planful to fully plan and manage post-event campaigns. Plus all the content they’d created for the event was top-notch and now served as a powerful tool in the hands of the sales team.

Talk to a Casted Crew Member!

Tips for Pivoting from In-Person Events to Virtual 💡

We’ve all had to learn how to be more flexible in the past couple years, and Rowan and Vicky share the lessons they’ve learned during the Great In-Person-to-Virtual Event Pivot. The most important part of events now is the actual content, which includes finding the right experts to talk about certain topics and leveraging a technology solution that can handle all that content quickly. Planful also followed an American Idol model to make the event and all its content entertaining and engaging, despite not being in-person.

Having the Ability to House and Amplify Content All Under One Roof 🧩

An all-in-one platform boasts so many advantages, and as Planful discovered, not only were they able to store everything in one place where it was accessible by all, but they could easily create new promotional materials for a variety of channels — and they were able to do it much quicker than before.

Interested in More from Planful?

Interested in learning more about how Planful serves financial planners and analysts the content they want most? Check out their show, the Being Planful Podcast

Want to skim through Rowan and Vicky’s episode instead of listening? Read the transcript here.

About Season 7 of The Casted Podcast

Welcome to Season 7 of The Casted Podcast, where we focus exclusively on our customers. Why? By becoming a Casted customer, it's pretty clear how committed these brands are to delivering high-quality content that their audiences truly want, and they want to share their experience and knowledge of how audio, video, and text-based content fits into an integrated marketing strategy. Hear from the most forward-thinking brands discovering how to harness the power of conversation and amplify their content marketing in a range of formats and channels to grow their audiences. They're practicing what we preach, and we want you to hear all about what they're doing, why they're doing it, and most of all, how you can do it too.