recorded Webinar Workflows

Client Retention with FMG + Wealthbox

Presented by

Join Wealthbox and FMG for an exclusive demo of the FMG Client Retention workflow template inside Wealthbox. Discover how this powerful workflow can help you keep clients engaged and foster long-lasting relationships.

This webinar will cover: 

  1. An overview of Workflow functionality and Workflow Libraries in Wealthbox.
  2. How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
  3. How to use FMG’s Client Retention workflow template to maintain strong client relationships.
  4. Getting started with the FMG Client Retention workflow template in Wealthbox.

Speakers

Elise Lambert

Director of Product & Enterprise Marketing

FMG

Chris Kopanski

Sr. Product Specialist

Wealthbox

“FMG is thrilled to integrate with Wealthbox––a beautiful and modern CRM––to increase the impact of our advisors’ marketing efforts. CRM software is an essential tool in the modern financial advisor’s toolkit and this integration makes it easier than ever for our advisors to deliver remarkable experiences to even more clients.”

Dave Christensen

Chief Product Officer at FMG

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