60 Client Event Ideas for Financial Advisors

What’s the difference between a continuity plan and a succession plan—and why does your advisory practice need both? In this episode of The Rare Advisor, Aaron Grady breaks down these two essential strategies, explains how they protect your firm from unexpected events and prepare you for long-term success, and shares practical steps to start building or improving your plans. If you want to safeguard your business, elevate your professionalism, and protect your legacy, this episode is a must-watch.

In this episode of Financial Advisor’s Marketing Playbook, host Mark Mersman breaks down five core behavioral biases—loss aversion, status quo bias, anchoring, choice overload, and social proof—and shows how each can be translated into clear, compliant marketing messages that resonate with real human decision-making. You’ll learn how to reduce cognitive load, make emotion visible, eliminate friction, and set deliberate anchors in your website copy, emails, seminars, and first meetings. If you want your marketing to reflect how clients actually think and choose advisors, this practical framework will help you shift from a purely logical approach to one that validates emotions first—and earns trust that clients can later justify with facts.

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.