25+ Event Ideas for Financial Advisors to Build Trust, Attract Clients, and Have Fun
Hosting events is one of the best ways financial advisors can deepen relationships with clients, build trust in their community, and generate word-of-mouth referrals. But let’s face it: steak dinners and retirement seminars are getting a little tired.
It’s time to mix things up.
Here’s a mega-list of fun, creative, and meaningful event ideas—ranging from races to photography sessions—that can help you stand out in your market and turn clients into raving fans.
1. Photo Day at the Park
Hire a local photographer for free or discounted mini-sessions for families, couples, or individuals. Great around the holidays, graduation, or back-to-school season. Add snacks, coffee, or a food truck for a festive touch.
2. 5K or Fun Run for Charity
Host a run or walk to benefit a cause you care about. Offer team shirts, water stations, and prizes. Invite clients, their kids, and friends. Add a financial wellness booth at the finish line.
3. Pickleball or Tennis Tournament
Low-pressure, high-fun. Rent a local court, bring snacks, and offer small prizes. Easy for all ages.
4. Wine & Wills
Partner with an estate attorney. Guests sip wine while learning about wills, trusts, and legacy planning. Keep it classy and low-stress.
5. Coffee & Clarity: Morning Office Hours
Host an open-house style coffee event in your office or a local café. Let people stop by to ask questions or say hello. No pressure, just presence.
6. Retirement Ready Workshop
Yes, it’s a seminar—but spice it up with real client stories, interactive Q&A, or a guest speaker like a travel expert or psychologist to talk about the emotional side of retirement.
7. Client + Friends Appreciation Happy Hour
Make it a mixer with drinks, appetizers, and door prizes. Encourage clients to bring a friend or colleague.
8. BBQ & Budgeting
Set up in a local park with a food truck or grill. Offer a short talk on managing finances as a family. Kids welcome. Bonus: hire a magician or face painter.
9. Women & Wealth Brunch
Host a brunch focused on empowering women in their financial lives. Include speakers, networking, and resources.
10. New Parent Financial Survival Workshop
Help new moms and dads with saving, college planning, and family insurance. Bring in baby gear giveaways and a lactation consultant or parenting coach.
11. Summer Movie Night
Rent out a park or small theater. Show a classic or kids movie. Provide snacks and a “sponsor” bag with helpful resources.
12. Headshot & LinkedIn Makeover Day
Hire a photographer and a career coach or LinkedIn expert. Great for professionals wanting to uplevel their personal brand.
13. Farmers Market Meetup
Sponsor a table at the local farmers market. Provide free coffee or tote bags. Offer quick “ask an advisor” chats.
14. Financial Wellness Fair
Invite local businesses—CPAs, mortgage brokers, insurance reps, realtors—for an all-in-one money-focused day. Add workshops and giveaways.
15. Vision Board & Goals Night
Host this early in the year. Provide materials for guests to make vision boards. Offer short talks on goal-setting and planning.
16. Kids Money Camp
A half-day event teaching kids (ages 6–12) the basics of saving, spending, and investing through games and crafts. Parents love this.
17. Golf Clinic or Mini Golf Outing
Host at a local course or putt-putt park. Pair it with lunch and light conversation about retirement planning or tax-saving strategies.
18. Local Business Owner Roundtable
Invite small business clients and prospects to a breakfast or lunch discussion. Talk exit planning, tax tips, or growth strategies.
19. "Ask Me Anything" Fireside Chat
Host a casual Q&A where guests can ask financial questions anonymously. Do it at a library, café, or virtually.
20. Book Club
Choose a finance or self-improvement book and host a discussion night (virtual or in-person). Bonus: Invite the author if they’re local or available on Zoom.
21. Annual Pumpkin Patch Party
Great for fall. Rent a patch or sponsor a family-friendly event with cider, hayrides, and mini photo shoots.
22. Adulting 101: Young Professionals Workshop
Target recent grads and 20-somethings. Cover budgeting, credit, benefits, and investing. Keep it real and friendly.
23. Trivia Night
Host at a bar or brewery. Mix money questions with pop culture. Offer prizes, team competitions, and laughs.
24. Sunset Boat Cruise
Treat top clients or prospects to a sunset cruise with drinks, hors d'oeuvres, and a toast to financial freedom.
25. Yoga + Financial Wellness
Combine a relaxing yoga session with a short talk on financial mindfulness or planning. Partner with a local studio or instructor.
Bonus Event Tips
Follow Up: Send thank-you emails, photos, or personalized notes after events. Ask for feedback and referrals.
Document It: Post pictures and videos on LinkedIn, your website, or newsletters.
Be Inclusive: Vary event types to attract different groups—families, retirees, business owners, women, Gen Z.
Use Themes: Holidays, back-to-school, tax season, or graduation can all provide natural event timing.
Ready to Host Something New?
The best financial advisor events aren’t about selling—they’re about serving. By creating meaningful, fun experiences, you show up as a trusted guide in your clients’ lives. Whether it’s a race for charity, a photo day at the park, or a backyard BBQ, the right events help you build long-lasting relationships that drive referrals and growth.
