20 Must Know Client Event Ideas For Financial Advisors

Financial advisors often struggle to find fresh ideas for client events. Studies show that 80% of clients value personal connections with their advisors. This blog will share 20 exciting event ideas to help you engage your clients better.

Ready to boost your client relationships?

Virtual Client Event Ideas

Virtual client events offer fresh ways to connect with clients. These online gatherings can be fun, educational, and engaging.

Host a Virtual Game Show

Financial advisors can boost client engagement with virtual game shows. These fun events let clients compete from home using video chat platforms. Advisors can host trivia contests about finance, pop culture, or sports.

They might also run digital versions of popular TV game shows. Prizes could include gift cards or donations to charities picked by winners.

Virtual game shows offer a great way to connect with clients in a relaxed setting. They help build stronger relationships while teaching financial concepts. Advisors can use these events to show their personality and bond with clients.

Next, we'll look at another virtual event idea: arranging online comedy shows or concerts.

Arrange a Virtual Comedy Show or Concert

Moving from virtual game shows, financial advisors can also bring laughter and music to their clients' screens. Virtual comedy shows and concerts offer a fun way to connect with clients from afar.

These events can help build stronger relationships and show appreciation for client loyalty.

Advisors can hire professional comedians or musicians to perform live online shows. Clients can enjoy the show from the comfort of their homes. This type of event works well for both small and large groups.

It's a great way to break up the routine and give clients a memorable experience. Plus, it shows that advisors care about their clients' well-being beyond just finances.

Laughter is excellent for client relationships. - Anonymous

Offer Virtual Health Education Sessions

Financial advisors can boost client engagement with virtual health education sessions. These online events cover topics like stress management, healthy eating, and fitness tips. Clients value this mix of financial and wellness advice.

It shows advisors care about their clients' overall well-being, not just their money.

Virtual health sessions are easy to set up and attend. Advisors can bring in expert speakers or lead talks themselves. They might offer yoga classes, nutrition workshops, or mental health discussions.

These events help build stronger client relationships and set advisors apart from competitors.

Conduct Online Cooking Lessons

Moving from health to food, online cooking lessons offer a tasty way to connect with clients. Financial advisors can host virtual cooking classes led by local chefs or food experts.

These fun sessions teach clients new recipes and kitchen skills. They also create a relaxed setting for advisors to chat with clients about money matters.

Cooking classes work well for all skill levels and dietary needs. Advisors can send ingredient kits to clients beforehand. This ensures everyone has the right items to cook along. During the class, advisors can mix in quick financial tips between cooking steps.

It's a great way to blend learning about food and money in a casual, engaging format.

Outdoor Client Event Ideas

Outdoor client events offer a fresh twist on client engagement. These events blend fun and finance in the open air. Read on to discover exciting outdoor ideas that will wow your clients.

Hold an Outdoor Picnic Event

Outdoor picnics offer a fun way for financial advisors to connect with clients. These events mix casual fun with business talk in a relaxed setting. Advisors can set up food stations, lawn games, and cozy seating areas.

This creates a perfect spot for clients to mingle and chat about their financial goals.

Picnics also allow for family-friendly activities. Kids can play while adults discuss money matters. Food trucks or local caterers can provide tasty treats. Advisors might even host short talks on key financial topics during the event.

This blend of fun and learning helps build stronger client relationships in a natural way.

Organize a Drive-In Movie Night

Moving from outdoor picnics, drive-in movie nights offer a fun twist on client events. Financial advisors can rent a large screen and set up a parking lot for clients to enjoy a classic film from their cars.

This idea blends nostalgia with social distancing, making it perfect for all ages. Clients can bring their own snacks or advisors can provide movie-themed treats. The casual setting allows for easy chats before the movie starts, helping build stronger client bonds.

Host an Ice Cream Party

Ice cream parties are a sweet way to connect with clients. Set up an ice cream bar with different flavors and toppings. Invite clients to create their own sundaes while chatting with you and other guests.

This casual event works well in summer months and appeals to all ages. Kids can join in the fun too, making it perfect for family-focused advisors.

To make your ice cream party stand out, consider hiring an ice cream truck or local vendor. You could also offer dairy-free options for those with dietary needs. Don't forget to have plenty of napkins on hand! This type of event lets you build relationships in a relaxed setting while treating clients to a tasty treat.

Set Up a Golf Lesson with a Pro

After hosting an ice cream party, you can swing into another fun outdoor event. Golf lessons with a pro offer a great way to mix business with pleasure. Many clients enjoy golf, making it a perfect setting for networking.

A pro can teach basic skills or help improve existing ones. This event works well for small groups or one-on-one sessions.

Golf lessons provide a relaxed atmosphere for building client relationships. You can chat about financial goals while practicing your swing. It's also a chance to show clients you care about their interests outside of money matters.

Plus, learning a new skill together can create lasting memories and strengthen bonds.

Educational Client Events

Educational client events can boost your clients' financial know-how. These events help you share your expertise and build trust with your clients.

Offer Financial Planning Workshops

Financial planning workshops help clients learn key money skills. These events cover topics like budgeting, saving, and investing. Advisors can host these workshops in person or online.

They offer a chance to share expert knowledge and connect with clients.

These workshops also help advisors show their value. Clients get useful tips they can use right away. Topics might include retirement planning, tax strategies, or estate planning. By offering these events, advisors build trust and strengthen client relationships.

Host a Tax-Saving Strategies Seminar

Moving from general financial planning workshops, tax-saving strategies offer a more focused approach. A tax-saving seminar helps clients learn ways to keep more of their hard-earned money.

Financial advisors can invite tax experts to share tips on reducing tax burdens legally. Topics may include maximizing deductions, using tax-advantaged accounts, and planning for major life events.

These seminars provide real value to clients while showcasing the advisor's expertise. Attendees often leave with actionable steps to improve their financial situation. By hosting such events, advisors build trust and position themselves as go-to resources for financial guidance.

Conduct Estate Planning Education Sessions

Estate planning education sessions help clients protect their assets and plan for the future. Financial advisors can host these events to teach clients about wills, trusts, and power of attorney.

These sessions also cover topics like tax planning and asset protection. Clients learn how to pass on wealth to their loved ones in the most effective way.

These events build trust between advisors and clients. They show that advisors care about their clients' long-term financial health. Clients leave with a better grasp of complex legal and financial matters.

This knowledge helps them make smart choices about their estates and legacies.

Unique and Creative Client Events

Unique and Creative Client Events offer fun ways to connect with clients. These events can spark new interests and create lasting memories. Read on to learn about exciting ideas that will wow your clients.

Host a Mixology Class

Spice up your client events with a fun mixology class. Invite clients to learn how to make tasty cocktails from a pro bartender. This hands-on event lets people try new drinks and mingle in a relaxed setting.

It's a great way to build stronger bonds with clients while they have a good time.

Mixology classes work well for small groups or larger gatherings. You can focus on classic cocktails or trendy new drinks. Clients will enjoy learning tips and tricks to make better drinks at home.

This unique event idea helps financial advisors stand out and create lasting memories with their clients.

Offer a Planting or Gardening Class

Financial advisors can boost client bonds with a fun planting or gardening class. This unique event teaches clients how to grow their own herbs, flowers, or veggies. Clients learn new skills while bonding with their advisor in a relaxed setting.

The class can happen outdoors or in a cozy indoor space.

Gardening links well to financial growth, making it a smart choice for advisors. Clients can take home their potted plants as a lasting reminder of the event. This hands-on activity offers a break from money talk and builds trust.

Next, let's explore another creative event idea that will wow your clients.

Let Clients Test Drones

Drones offer a fun and exciting way to engage clients. Financial advisors can host an event where clients get hands-on time with these flying gadgets. This unique experience lets clients try out new tech while bonding with their advisor.

It's a great chance to chat about finances in a relaxed setting. Clients will enjoy learning drone basics and seeing aerial views of the area.

Next up, we'll explore another creative client event idea that mixes socializing with personal growth.

Organize a Story Icebreaker Event

Story icebreakers can spark fun and connection at client events. Financial advisors can ask guests to share short tales about their first jobs or money lessons. This activity helps break the ice and builds trust among attendees.

It also gives advisors insights into clients' financial backgrounds and goals.

To run a story icebreaker, set clear time limits for each speaker. Prepare some prompts to get people talking. You might ask, "What's your earliest money memory?" or "Tell us about a smart financial choice you made." These personal stories often lead to deeper talks about wealth planning and investment strategies.

Appreciation-Focused Client Events

Appreciation-Focused Client Events show your clients how much you value them. These events create lasting memories and strengthen your relationships with clients.

Arrange a Local Food Truck Day

Food trucks offer a fun way to thank clients. Invite local food trucks to your office parking lot for a tasty event. Clients can sample different cuisines and mingle with your team.

This casual setting helps build stronger bonds with your customers. It also supports local businesses, which many people value.

Pick a variety of food options to please different tastes. Consider dietary needs like vegetarian or gluten-free choices. Set up tables and chairs for folks to sit and chat while they eat.

This client appreciation event can boost goodwill and create lasting memories.

Host a Social Distancing Portrait Event

Financial advisors can boost client bonds with a social distancing portrait event. Hire a pro photographer to snap pics of clients and their families from a safe distance. This fun, outdoor activity gives clients a special keepsake while following health rules.

It shows you care about their well-being and memories.

Set up the shoot in a pretty park or garden. Offer time slots so families don't overlap. Give each group props or signs to hold that match their style or interests. This personal touch makes the photos more fun and meaningful.

Clients will love this unique way to connect and get a lasting memento.

Offer Personalized Gratitude Video Messages

Moving from social distancing portraits, financial advisors can create a more personal touch with video messages. Personalized gratitude videos offer a unique way to show clients they matter.

These short clips allow advisors to thank clients directly for their business and continued partnership.

Advisors can use simple tools like smartphones or webcams to record these messages. They might mention specific milestones or achievements in the client's financial journey. This personal approach helps build stronger relationships.

It also distinguishes the advisor in a competitive market. Clients feel valued when they receive a personalized message of thanks. This can lead to increased loyalty and potential referrals.

Fun and Casual Client Events

Fun and casual client events create a relaxed setting for bonding. These events help build strong ties with clients. Read on to discover some great ideas for fun gatherings.

Plan a Trivia Night

Trivia nights offer a fun way to engage clients and boost their financial knowledge. Financial advisors can host these events in person or online. They can create questions about money topics, current events, and pop culture.

This mix keeps the night lively and educational. Prizes add extra excitement and give clients a reason to join in.

Advisors can tailor trivia themes to fit their clients' interests. For example, they might focus on retirement planning or investment strategies. These events help build stronger bonds with clients in a relaxed setting.

They also allow advisors to showcase their expertise in a friendly, low-pressure way.

Organize a Wine or Food Tasting Event

Wine or food tasting events offer a fun way to connect with clients. You can host these at a local winery, restaurant, or even your office. Pick a theme like "Wines of Italy" or "Cheese from Around the World" to make it more exciting.

Bring in an expert to guide the tasting and share facts about each item. This type of event lets clients relax and enjoy themselves while learning something new.

These events also give you a chance to chat with clients in a casual setting. You can talk about their lives, goals, and any money questions they might have. It's a great way to build stronger relationships and show your clients you care about them beyond just their finances.

Plus, everyone loves good food and drink!

Set Up a Photo Booth

A photo booth adds fun to any client event. Set up a booth with props and a backdrop for guests to take silly or serious photos. This idea works great for both indoor and outdoor events.

Clients can snap pics alone or with friends and family. They'll leave with printed photos as a fun keepsake from your event. Photo booths also create shareable social media content, helping spread the word about your firm.

Financial advisors can use photo booths to build stronger client relationships. The casual, fun atmosphere helps clients feel more at ease. It gives you a chance to chat with them in a relaxed setting.

You can even join in for photos with your clients to boost connections. Photo booths work well for client appreciation events or networking mixers. They're a hit with guests of all ages.

Conclusion

Client events help financial advisors build strong bonds with their customers. These ideas offer fun and useful ways to connect. From virtual game shows to outdoor picnics, there's something for everyone.

Advisors can mix education with entertainment to create lasting memories. With these event ideas, you'll keep clients happy and engaged for years to come.

FAQs

1. Why should financial advisors host client events?

Client events help build stronger relationships. They show advisors care about clients beyond just money matters. These events can also bring in new business through referrals.

2. What types of events work well for financial clients?

Good events include educational workshops, charity fundraisers, and fun social gatherings. Wine tastings, golf outings, and holiday parties are popular choices. The key is to match events to client interests.

3. How often should advisors plan client events?

Most advisors aim for two to four events per year. This keeps clients engaged without being too much. The exact number depends on the advisor's time and budget.

4. Can client events be held virtually?

Yes, virtual events are now common. Webinars, online cooking classes, and virtual tours work well. These allow advisors to connect with clients from anywhere, saving time and money.