<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

60 Client Event Ideas for Financial Advisors

60 Client Event Ideas for Financial Advisors | USA Financial
Apr 30

Tired of the same old banquet hall client event every year? If you’re ready to ditch the continental breakfast spreads and put away those projectors, we’ve got you covered.

As a financial advisor, hosting client events is a great way to build stronger relationships with your clients beyond check-ins and market updates. Let’s be honest though, the traditional banquet hall dinner can feel a bit stale after a while.

In this blog, we’ll share some unique and fun client event ideas that challenge the conventional hall dinner and leave a lasting impression. From axe throwing to a football game or murder mystery dinner, this list is sure to inspire you to provide your clients with an event they’ll be talking about for years to come. After all, client events are all about fostering trust and demonstrating appreciation. We know it can be a challenge to keep your clients engaged. Why not think outside the box and try something new?

Keep scrolling below to check out a few of the creative ideas that our team put together.


  • Ballroom Dancing
  • Knitting/Crochet Class
  • Basketball Game
  • Arts/Crafts Night
  • Scrapbooking Event


  • Valentine Widow’s Lunch
  • Classic Movie Night
  • Ballet
  • Theater
  • Murder Mystery Dinner


  • Cooking Class
  • Couples Card Playing Night
  • Volunteering Event
  • Axe Throwing
  • High End Bowling Night


  • Shred Party
  • Book Club
  • Museum Event
  • Aquarium Event
  • Antique Show


  • Wine Tasting/Making
  • Beer Tasting
  • Bourbon Tasting
  • Garden Event
  • Poker Night


  • Opera
  • Symphony
  • Music Concert
  • Chip & Putt Golf Clinic
  • Pig Roast


  • Golf Outing
  • Kayaking Trip
  • Horseback Riding
  • Luau
  • Beach Party/BBQ


  • Baseball Game
  • Sunset Cruises
  • Deep Sea Fishing
  • Sailing
  • Brewery


  • Boat Rides
  • Casino Night
  • Square Dancing Event
  • Horse Racing Event
  • Pumpkin & Corn Maze Event


  • Client Dinners
  • Comedy Show
  • Football Game
  • Costume Party
  • Winery Tour


  • Pie Delivery
  • Ladies Shopping Trip
  • Hockey Game
  • Hunting Event
  • Food Drive/Charity Event


  • Wreath Making
  • Santa Pictures
  • Christmas Cookie Decorating
  • Baking Class
  • Office Toy Drive + Cookies and Cocoa

Author Info

Related Posts

Best Practices for Financial Advisor Websites

Best Practices for Financial Advisor Websites

Whether you have a thriving financial practice or are just getting started, having a well-organized, accurate, and frequently updated website is important to the brand experience you are providing. Websites can be focused on a particular goal or audience, but most financial advisors want a website that can nurture existing clients, lower the barrier of entry for prospective clients, and add credibility for anyone checking them out. All of this will come together if you follow these best practices for your financial advisor website.

SEO Tips for Financial Advisors

SEO Tips for Financial Advisors

In today’s digital age, search engine optimization (SEO) stands as a powerful tool for financial advisors to amplify their online presence and attract high-quality client leads. While SEO may seem like a complex and daunting task, the truth is that now is the perfect time to position your practice for success in the ever-evolving world of online search.

5 Essential Keys to Increasing Enterprise Value – Client Relationships
Practice Management

5 Essential Keys to Increasing Enterprise Value – Client Relationships

Elevating enterprise value is a fundamental element in securing a seamless and prosperous succession plan for your practice. In this second installment of our six-part series, we'll delve into how Client Relationships impact Elevating Enterprise Value.