“Personalization” is one of the big buzz-words in marketing this year. RSVP for our upcoming webinar with modern CRM SmartOffice by Ebix for an in-depth look at how our integration can benefit your firm.

We’ll show you that this new marketing strategy is an effective and simple strategy for any financial professional to adopt. Join us and learn:

  • Why personalization helps build stronger relationships and nurture leads
  • Easy marketing strategies you can launch today
  • How to get the most out of the FMG Suite + SmartOffice integration

If you’re looking for ways to take your marketing to the next level, don’t miss this webinar with a powerful CRM and FMG Suite. Can’t make it live? All registrants will receive a link to the replay.


Samantha Russell (Moderator)

Chief Evangelist
FMG Suite

Sonya Dreizler

Speaker & Consultant
Solutions with Sonya

Dana L. Wilson

CHIP Professionals

Jason Lara

National Account Manager, SmartOffice

Charlotte Spangler

Marketing Manager, FMG Suite