As 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

7. Online Holiday Gift Exchange
Bring the fun of a holiday gift exchange online with a service like the Go Game, which organizes classic games like white elephant exchanges. Participants choose gifts, “steal” from others, and enjoy a bit of friendly competition—just like they would in person.
Participants: 10 to 100 | Cost: $399 to $1,600 | Sample Provider: The Go Game

8. ‘Guess Who’ with Holiday Photos
A simple and cost-effective way to get people laughing is to play a “Guess Who” game using childhood holiday photos. Gather photos ahead of time, build a fun slideshow, and have attendees guess who is who. Adding categories for the funniest or cutest picture can make it even more engaging.
Participants: Unlimited | Cost: Free

9. Virtual Pizza Party
Pizzatime brings the joy of sharing a meal to the virtual setting by delivering pizzas to each participant's home. It also hosts interactive games to keep things lively, offering an easy yet festive way to connect.
Participants: Minimum of eight | Cost: ~$32 per person | Sample Provider: Pizzatime

10. Virtual Jeopardy
Engage your group in some healthy competition with a virtual Jeopardy game. Use Jeopardy Labs to easily create a customized game that can be played live online, making it a perfect (and free) addition to any virtual holiday party.
Participants: Five to 100 | Cost: Free | Sample Provider: Jeopardy Labs

Conclusion
Virtual holiday celebrations have become an essential tool for bridging geographical gaps and nurturing relationships in our increasingly distributed world. The 10 ideas presented here offer a diverse range of options for financial advisory firms to create engaging, memorable experiences that resonate with remote team members, clients and prospects alike.

By implementing these virtual gathering concepts, firms can demonstrate their adaptability, creativity and commitment to maintaining strong connections. Whether it’s a collaborative cooking class or a competitive trivia game, each event has the potential to create lasting memories and strengthen bonds.

As you plan your firm’s holiday celebrations this season, consider how these virtual options can complement or replace traditional in-person events. The key is to focus on experiences that make participants feel valued and included, no matter where they are. With thoughtful planning and execution, your virtual holiday gatherings can become highlights of the year, fostering goodwill and reinforcing the human touch that sets your firm apart.

Susan Theder is the chief marketing and experience officer at FMG Suite.