Top 5 Event Formats Financial Advisors Should Be Using in 2025
In a competitive landscape where client loyalty and trust are everything, events have become a must-have marketing strategy for financial advisors. The right kind of event doesn’t just build stronger client relationships—it drives referrals, increases retention, and helps you stand out in your market.
As we move through 2025, it’s clear that the most successful advisors are those who adapt to evolving preferences and expectations. Here are the top 5 event formats financial advisors should be using in 2025 to grow their practice and deepen client connections.
1. Client Appreciation Dinners with a Twist
Gone are the days of generic steakhouse dinners. In 2025, financial advisors are taking client appreciation events to the next level with experiential add-ons that create lasting memories.
Why it works:
Reinforces emotional loyalty
Increases client referrals
Encourages multi-generational attendance
Examples:
Wine pairing dinners with a sommelier
Private museum tours with a catered meal
Interactive chef-led cooking experiences
Pro tip: Encourage clients to bring a guest. It’s an organic way to meet warm prospects in a low-pressure environment.
2. Educational Workshops for Niche Groups
Clients crave value and clarity. Offering targeted financial education events is a powerful way to demonstrate your expertise while serving a specific need.
Popular themes in 2025:
"Financial Planning for Physicians"
"Preparing for Retirement in a Volatile Market"
"Investing 101 for Young Professionals"
Why it works:
Positions you as a thought leader
Attracts ideal prospects through value-driven content
Builds credibility and trust
Pro tip: Use QR codes at the event to capture leads or book consultations on the spot.
3. Virtual Client Check-In Events
While in-person events are back in full swing, virtual touchpoints remain a convenient and scalable way to engage clients—especially those out of state or with busy schedules.
Format ideas:
Quarterly market updates via Zoom
"Ask Me Anything" sessions with a CFP or CPA
Client onboarding webinars for new relationships
Why it works:
Keeps you top-of-mind between reviews
Saves time for both you and your clients
Offers accessibility for remote households
Pro tip: Send a branded snack box or coffee gift card in advance to make it feel more personal.
4. Family-Oriented Events
In 2025, more advisors are recognizing that clients don't plan alone. Hosting family-friendly events is a powerful way to build trust across generations and involve heirs in the planning conversation.
Event ideas:
Estate planning brunch & balloon animals
Fall harvest festival at a local farm
Financial literacy games for teens
Why it works:
Builds relationships with spouses and children
Strengthens retention across generations
Opens doors to multigenerational planning
Pro tip: Include a brief but engaging financial segment—like a 10-minute "future of investing" talk for young adults.
5. Exclusive Referral-Only Events
Turn referrals into a reward by hosting invitation-only events that are reserved for clients who’ve referred others or for top-tier households.
Event formats:
Private suite at a sporting event or concert
Luxury whiskey or wine tasting
Hands-on experiences (car racing, golf clinics, art classes)
Why it works:
Makes clients feel valued and recognized
Creates natural networking between ideal clients
Boosts word-of-mouth referrals
Pro tip: Make it clear this is an exclusive experience and offer limited spots—scarcity boosts interest.
Final Thoughts
If you're still relying on the same event format year after year, it’s time to refresh your strategy. By using these top 5 event types in 2025, financial advisors can boost client satisfaction, deepen loyalty, and create organic growth through word-of-mouth.
Ready to plan your next unforgettable event?
At epic events, we specialize in helping financial advisors design and execute world-class client events. Contact us to start planning your next unforgettable experience. Schedule a free consultation.