60 Client Event Ideas for Financial Advisors

Most financial advisors think the prospect journey begins when someone schedules a meeting. In reality, it starts much earlier. In this episode of the Financial Advisor Marketing Playbook, Mark Mersman breaks down the modern prospect journey and explains how today's prospects research advisors before ever picking up the phone. From Google searches and websites to reviews, videos, social proof, and follow-up systems, you'll learn how to identify hidden trust gaps and improve the client experience before the first appointment ever takes place.

Knowing when to hire is important. Knowing who to hire may be even more important. In this episode of The Rare Advisor, Aaron Grady explores one of the most common hiring mistakes growing advisory firms make: hiring for the wrong constraint. Learn how to identify whether your firm truly needs another advisor, additional support staff, a servicing advisor, or a business development professional. Discover a practical framework for evaluating capacity, removing bottlenecks, and making hiring decisions that unlock growth instead of simply adding payroll.

When is the right time to make your next hire? Most advisors wait until they're overwhelmed, client service starts slipping, and their team is already operating at full capacity. In this episode of The Rare Advisor, Aaron Grady explores the difference between reactive hiring and intentional hiring, breaks down the key capacity signals advisors should watch for, and shares a practical framework for evaluating when hiring can unlock growth rather than simply relieve pressure. Learn how to identify bottlenecks, evaluate capacity, understand the economics of hiring, and position your firm for sustainable growth before a staffing crisis occurs.