The State of Marketing Technology for Financial Advisors & Wealth Firms

Date: Tuesday, December 8, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Produced & Sponsored by: FMG Suite

During this unprecedented time, you still need to find ways to grow your business – bring in new clients and keep your pipeline running. This means you need smarter, simpler, and more effective marketing that helps you deepen relationships with clients and stay connected with your prospects. However, it can be difficult to know what works.

Join this complimentary webcast for insights from a recently commissioned industry survey into the state of marketing technology in the industry. You will learn:

  • Which tools and tactics other financial advisors find most valuable to their business
  • How to identify which components of the marketing technology landscape are here to stay and how they will impact business in the future
  • Which best practices are helping your peers effectively grow AUM by increasing referrals, nurturing prospects, closing new clients, and keeping them engaged for the long haul

Speaker:

Scott White | CEO | FMG Suite



Request Free!