In this episode of The Rare Advisor, Aaron Grady dives into one of the simplest yet most powerful tools for building lasting client relationships: the acronym FORM acronym—Family, Occupation, Recreation, and Money. More than just a data-gathering technique, it’s a practice management mindset for financial advisors and planners who want to connect on a deeper, more human level with their clients. Aaron shares how to gather, store, and use FORM data to create personalized client experiences, build trust, and trigger natural advocacy. You’ll learn how to improve client service and build trust with clients by moving conversations beyond the portfolio. From onboarding to ongoing relationship management, learn how intentional curiosity and genuine care can help you grow your advisory business and foster client advocacy.  

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The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With decades of experience coaching successful advisors, your host, along with other leaders in the industry, discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, this podcast shares insights and success stories that will make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

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