The Great Wealth Transfer is here, and the new generation of HNW decision-makers defines value differently. Whether you’re connecting with next-gen clients, clients’ next gens or prospects, experiences are more important than ever to attracting and retaining them.
Tune in to hear how Kim Chorney, Partner at Madison Financial Planning has found marketing success at her firm. Kim shared how she has leveraged FMG to consistently share content in a personal way to boost client engagement and drive more prospects to her business.
Tune in to hear how Chad Parmenter, has found marketing success at his firm. Chad shared how he has leveraged FMG to increase engagement with clients and prospects and build a strong brand strategy for his business while catering to a particular niche.
Tune in to hear how Chevonne Farler, Wealth Management Advisor at TBH Advisors has found success serving a fulfilling niche. Chevonne shared how she has leveraged FMG to increase engagement with clients and prospects, all while driving new business catering to a specific niche of clients going through major life events, such as divorce or the death of a spouse.
If you’re curious about what separates hyper-growth financial advisory firms from non-growth ones, then taking this deep dive into the findings of the recent Nitrogen Growth Survey to discover why some firms have experienced growth while others haven’t is for you.
Discover the next level of client engagement and value creation with Holistplan. As an advisor, you understand the importance of going beyond the basics, and tax planning services can unlock a world of opportunity for your clients.
When it comes to your communication approach, are you losing or retaining clients? The way advisors connect with clients has changed dramatically since the pandemic, so it’s important that you’re keeping up!
Get ready to hear some fantastic ideas for content creation, straight from the mind of a former MLB player turned successful advisor. And with baseball’s opening day just around the corner, what better way to learn and get inspired than by learning from someone who knows the “marketing” game inside and out?
If you like getting marketing ideas from other successful advisor marketers, then this webinar is for you! In honor of Women’s History Month, we partnered with two amazing female advisors to share their amazing ideas and stories!
What happens when you put 3 marketing experts (who are also great friends!) in a “virtual” room to discuss marketing?