It’s quite common for an advisor to rely on their assistant to help run their marketing. How can assistants best utilize their resources and help an advisor grow their business?

This interactive presentation will showcase a discussion between Greg Woodbury and Jennifer French, our VPs of Business Development, and Paige Davis, the office manager at Sommer Financial.

Paige managed the FMG Suite platform for her firm, and has invaluable insight into how assistants can maximize their firm’s marketing efforts.

If you have an assistant that helps with your marketing, are thinking of leveraging the help of an assistant, or are an assistant who currently manages your firm’s marketing, please join us for this webinar. You’ll walk away with actionable insights to make marketing decisions that grow your firm.