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:
Speakers
Director of Product & Enterprise Marketing
FMG
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