60 Client Event Ideas for Financial Advisors

In this episode of The Rare Advisor, Aaron Grady and Allan Oehrlein dive deep into two essential tools for modern advisory practices: the service matrix and the stewardship framework. Discover why moving from a reactive to a proactive service model is critical for consistency, scalability, and client advocacy. Learn how these frameworks help advisors deliver predictable, high-touch experiences, segment clients effectively, and create professional contrast that sets your firm apart. If you want to elevate your client experience and build loyalty that lasts, this conversation is packed with actionable insights.

In this episode of The RARE Advisor, Aaron Grady and Duncan MacPherson explore how financial advisors can approach year-end planning with intention and purpose. Rather than focusing solely on metrics and spreadsheets, they discuss the importance of aligning your “why” with your process and practice. Drawing on Japanese philosophies like Ikigai, Kaizen, Kintsugi, and Wabi Sabi, they share insights on creating a more meaningful, resilient, and sustainable business. Learn how embracing continuous improvement, authenticity, and technology can help you become the advisor of the future.

In this episode of Financial Advisor Marketing Playbook, Mark Mersman reveals how storytelling can transform your marketing and client relationships. Learn the three foundational stories every advisor needs: your origin story to build trust, your client transformation story to demonstrate results and empathy, and your philosophy story to define your beliefs and differentiate your brand. Discover practical tips for crafting these narratives and integrating them into your website, meetings, and marketing strategy.