Countdown to the Webinar

During these trying times, the way you serve and communicate with your clients may have shifted. In our next webinar, we’ll walk you through how to create an effective plan to help your clients today, and keep them with your firm in the future.

Register to join our team for an engaging conversation that discusses:

  • How to position your brand moving forward
  • Why you need a strategy to save clients now
  • Marketing best practices to maintain relationships
  • How real advisors are using marketing tools to stay connected
  • How to deal with the aftermath and prospect for new clients

We’ll walk you through the latest offerings from FMG Suite and use real examples to help you create a game plan that allows you to emerge from these trying times stronger than ever.

If there’s anything in particular you’d like to hear us discuss, please send your suggestions to

Did you miss our first coronavirus and market changes webinar? Watch the replay here


Mike Woods

Compliance Chief and Content Wizard at FMG Suite

Charlotte Spangler

Marketing Strategist at FMG Suite