Jackie Mittelhammer, Client Experience Officer of ClearFocus Financial, works to make every client feel like they’re part of the family. In this episode, discover how she works with Amber, her FMG Suite marketing specialist, to plan events for clients and prospects that offer financial education AND a chance to socialize.

From ‘shred day’ to tailgate parties to the annual State of the Markets seminar, Jackie relies on Amber to help plan her events. Together they create printed invitations, drive traffic to the RSVP page via email and social, and follow a planning checklist so nothing is forgotten.

Don’t miss this episode for insights including:

  • Why you should consider events that both educate AND events that are just for fun
  • How to use email insights to turn a reader into a client
  • How automation can change your life for the better

Listen now!

How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics do you need to grow faster? Find out here in the Market in Motion Podcast for Financial Advisors by FMG Suite, where we discuss the most important issues affecting financial advisors with the industry’s leading figures.

One More Thing! Did you find this discussion informative? Share your thoughts in the comments section below, subscribe to get updates delivered to you, and please share this episode if you found it informative.