live Webinar Best Practices

Converting Website Clicks into Clients with FMG + Wealthbox

Tuesday, Feb 25, 2025 at 2:00 PM ET

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Discover how to turn website visitors into loyal clients by leveraging digital marketing tools and CRM integration. Learn strategies to embrace the digital evolution and streamline your client acquisition process. Join FMG + Wealthbox to transform your online presence into a growth engine for your advisory practice.

This webinar will cover: 

  1. How to optimize your website to attract and engage potential clients.
  2. Leveraging FMG’s marketing tools to nurture leads and drive conversions.
  3. Using Wealthbox CRM to manage prospects and streamline follow-ups seamlessly.
  4. Strategies for integrating marketing and CRM to improve client acquisition efforts.

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