60 Client Event Ideas for Financial Advisors

In this episode of The RARE Advisor, Aaron Grady and Alan Oehrlein – Practice Management Consultants at USA Financial - discuss the crucial importance of a robust seminar follow-up process. Discover how to implement best practices, from personalized communication and valuable resources to creating a sense of urgency and scheduling immediate appointments. Learn why the follow-up process starts during the seminar itself and how to effectively engage with attendees who may not have signed up for a meeting.

Ever feel like you're juggling too many clients and not getting enough return for your efforts? That’s where client classification can make a world of difference. It’s not just about organizing your client list; it’s about creating a strategy that helps you focus on what really matters: building better relationships, growing your business, driving client advocacy, and having more time for what you love.

In recent years, industries have undergone transformations which have compelled businesses to adapt and innovate in order to remain competitive. For example, the rapid advancement of artificial intelligence (AI) has transformed our digital landscape over the past year. As marketers, it's crucial to adapt to change and stay ahead of the competition. This means being constantly aware of emerging trends, technologies, and customer behaviors.