Ideas to Stand Out and Attract the Next-Gen
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.
Curious about the “Do It For Me” Program? Hear One Advisor’s Marketing Success Story
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.
Growth Hacks for Advisors from Our CMO and a Top Financial Advisor
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.
An Advisor’s Story: Crafting a Fulfilling Niche from Life’s Challenging Transitions
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.
