Advisers should bring the same outlook to client events that they bring to the rest of their practice: a creative approach that focuses on their own personalities and their clients’ interests.

"It needs to be something that’s authentic to you," says Lisa Kirchenbauer, a CFP and the president of Omega Wealth Management in Arlington, Virginia. "In other words, having dinners at fancy restaurants, if that’s not you or your client base, it doesn’t make any sense because it’s inauthentic."

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