ADVISOR MARKETING

Susan Theder

To boost camaraderie with remote clients and staff , consider these fun virtual events .

S FINANCIAL ADVISORY FIRMS EXPAND THEIR REACH BEyond local communities , with clients and team members scattered across the country , the holiday season presents a unique challenge — and opportunity . How can firms create meaningful connections and celebrate the season with remote employees , clients and prospects ?

This article offers innovative ideas for virtual holiday gatherings that financial advisors can use to strengthen their relationships , boost the morale of employees and clients and foster a sense of community , regardless of physical distance .

Here are 10 ideas for virtual holiday events that can fit a range of budgets and engagement goals . Each offers a unique way to bring together colleagues or clients , even when physical distance keeps you apart . I ’ ve included the potential costs and providers , but there are a range of options within each category , so do a bit of research before choosing the right partner for your needs !

1 . Holiday Craft Party

For a creative spin , try a virtual holiday craft party . Companies like Board & Brush send participants a complete DIY kit to create a holiday-themed decoration from home , along with virtual instruction . This allows guests to get crafty and walk away with a personal , festive keepsake . Participants : Up to 40 | Cost : ~$ 55 per person | Sample Provider : Board & Brush

2 . Chocolate Tasting Experience

Bring the indulgence of fine chocolate to your guests with a virtual tasting led by a chocolate expert . Attendees will savor award-winning chocolates from around the world while learning about the history and craftsmanship of each chocolatier . Participants : 18 + | Cost : ~$ 60 per person | Sample Provider : Bar & Cocoa

3 . Holiday Trivia Game

For something lighthearted and competitive , consider a holiday-themed trivia game . Outback Team Building hosts virtual trivia events that include winter-themed questions , icebreakers , and opportunities for team bonding . Participants : Four to 600 | Cost : $ 13 to $ 53 per person , with a $ 1,045 minimum Sample Provider : Outback Team Building

4 . Learn To Make A Charcuterie Board

Hosting a virtual charcuterie board workshop is a great way to offer an upscale , interactive experience . Participants receive a charcuterie kit and are guided through the process by a professional . It ’ s a fantastic opportunity to share culinary skills while enjoying conversation over cheese and charcuterie creations . Participants : Up to 495 | Cost : ~$ 165 per person | Sample Provider : Confetti

5 . Virtual Wine Tasting Party

Transform the usual virtual happy hour into an elevated experience with a virtual wine tasting . An expert sommelier will guide attendees through a tasting of several wines , sent to their homes beforehand . Alongside tasting tips , the event can include a Q & A to engage participants and help them understand the stories behind the wines . Participants : Up to 495 | Cost : ~$ 60 per person | Sample Provider : Confetti

6 . Virtual Holiday Cooking Lesson

A virtual cooking class with a professional chef offers a warm , hands-on experience that feels more personal . Guests receive ingredient kits in advance and can choose holiday appetizers , main dishes or desserts . It ’ s an ideal option for those looking to enjoy some holiday flavors while learning a new recipe . Participants : Five to 50 | Cost : $ 129 to $ 159 per person | Sample Provider : Rockoly

20 | FINANCIAL ADVISOR MAGAZINE | NOVEMBER 2024 WWW . FA-MAG . COM