How does a successful advisor use modern tools to grow his business and build stronger relationships? Watch this webinar, presented by Wealthbox and FMG Suite, for an inside look at Alex Chalekian’s processes for growing Lake Avenue Financial.
In this interactive webinar, we explore how Alex uses both FMG Suite and Wealthbox to reach new leads and grow his AUM, including how he:
- Prospects and reaches new leads using marketing
- Keeps contacts organized using a modern CRM
- Sends the right communications at the right time to clients and prospects
- Harnesses the power of FMG Suite + Wealthbox
This webinar will provide a deep dive into how to use a modern CRM + modern marketing tools to reach your goals. Whether you’re a customer of one, both, or neither, you’ll find value in learning from Alex.
