Presented by
Agenda
Marketing is the cornerstone of an advisor’s business strategy, facilitating client attraction, retention, and education while bolstering brand presence and ensuring regulatory compliance. But what specific marketing strategies should advisors adopt to elevate their firms, and how can they integrate these strategies into their already busy schedules?
Join FMG and Wealthbox for a webinar focused on mastering marketing best practices to generate leads and turn existing clients into advocates.
This webinar will cover:
Speakers
Director of Product & Enterprise Marketing
FMG
Director of Business Development
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