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The Power of FORM: Turning Conversations Into Advocacy
In this episode of The Rare Advisor, Aaron Grady dives into one of the simplest yet most powerful tools for building lasting client relationships: the acronym FORM—Family, Occupation, Recreation, and Money. More than just a data-gathering technique, FORM is a mindset that helps financial advisors connect on a deeper, more human level with their clients. Aaron shares how to gather, store, and use FORM data to create personalized client experiences, build trust, and trigger natural advocacy. From onboarding to ongoing relationship management, learn how intentional curiosity and genuine care can elevate your client service and create conversations that go far beyond the portfolio.
AI vs. Financial Advisors: Strategies to Future-Proof Your Practice
AI is reshaping every industry, and financial advice isn’t immune. Are you prepared? In this episode of The Financial Advisor Marketing Playbook, Mark Mersman unpacks a recent Microsoft study ranking personal financial advisors among the occupations most at risk of AI disruption—and explains why some advisors should be worried. More importantly, he outlines five practical strategies to stay relevant and thrive in the age of AI: doubling down on relationships, positioning yourself as a trusted guide, embracing holistic planning, staying tech-savvy, and deepening your niche expertise. Discover how to combine human connection with technology to build an unshakable practice in an AI-driven world. Whether you're a solo advisor, part of an RIA, or work at a larger firm, this episode gives you the roadmap to not just survive the AI revolution—but profit from it.
The Advocacy Blueprint: It All Starts with The First 30 Days
In this episode of The Rare Advisor, Aaron Grady reveals how to transform the first four weeks of a client relationship into a powerful engine for client advocacy—without ever having to ask for referrals. Learn how to create emotional connection, professional contrast, and a first-class onboarding experience that turns new clients into raving fans. Aaron breaks down a simple, four-step process—thank you card, welcome packet, personalized gift, and a care meeting—to help financial advisors stay top of mind, build trust, and intentionally trigger word-of-mouth introductions. If you're ready to elevate your client experience and grow your financial advisory practice through advocacy by design, check out this episode.