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    60 Client Event Ideas for Financial Advisors

    60 Client Event Ideas for Financial Advisors | USA Financial
    Apr 30
    2024
    Marketing, Practice Management, Relationship Management

    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.

    January

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

    February

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

    March

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

    April

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

    May

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

    June

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

    July

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

    August

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

    September

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

    October

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

    November

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

    December

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

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