FMG

This webinar shares the strategies and tactics that are the most important to drive meaningful, scalable growth - and will also provide a look into the 2022 Study of Advisor Marketing results. It covers:

• Benchmarks for evaluating marketing investments, activities and growth rates
• Marketing strategies for attracting new clients – and also deepening and improving relationships with existing clients
• An inside look at the evolving marketing roles and responsibilities inside of wealth management firms
• The marketing best practices of firms that are generating out-sized organic growth

If you would like to view the slides, you can do so here.