The Biggest Marketing Trends of 2024

As an advisor, it’s important that you are paying attention to the current marketing trends. But how do you know which to keep and which to toss?

Website Fixer-Upper Session Two

98% of over 2,000 consumers surveyed by eMoney said that a financial advisor’s website is important (or very important) when choosing which advisor to work with. How confident are you in the strength of your website?

The 7 Biggest Mistakes Advisors Make on Social + How to Fix Them

Do you feel like you’re putting in a lot of work but just aren’t getting the type of results you wanted from your social strategy? If that’s the case, you’re not alone! Many advisors struggle to achieve their desired outcomes from social media. And if you’re looking to do more with your social media presence, we can help.

Mastering Lead Generation and Referrals

In this webinar, Director of Product & Enterprise Marketing, Elise Lambert shares her strategies for successfully boosting your firm’s lead generation, referrals, and conversions.

Website Fixer-Upper Series

Tune in to hear Samantha Russell do a live walkthrough of several advisor websites, sharing what edits she would make and discussing what she has done in the past that works well, plus lessons learned!

The Science of Generating More Referrals

In the world of financial planning, referrals are still the number one contributor to firm growth. However, the key to harnessing this growth potential requires you to understand the nuances of client satisfaction and engagement.

Convert Leads, Delight Clients: Proven Communication Strategies

The frequency and style of your communications are CRITICAL to your business success. But who has the time? What’s the first thing you should start doing? What topics do clients want to read about? For the answers to these questions and more, tune in below!

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.

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.

Quick Demo of FMG’s Platform

Tune in to hear from one of our most successful advisors, Doug Howes of Sapphire Wealth Management. In this webinar, Doug shared how he has leveraged FMG to significantly increase engagement with clients and prospects – and drive new business!

Why Advisors Do Social Media Wrong (And How You Can Get it Right)

Are you tired of feeling like your social media strategy isn’t producing the results you want as a financial advisor? You’re not alone. Many advisors struggle to achieve their desired outcomes from social media. But if you’re looking to do more with your social media presence, we’ve got you covered.

Grow Your LinkedIn Network in Just 10 Minutes a Day

Did you know that LinkedIn currently has 830 million members and that it’s 277% more effective at lead generation than Facebook and Twitter? It is only going to continue to grow in popularity and it’s a wonderful way to connect with others and boost your business. So, how can you implement LinkedIn into your overall strategy and ramp up your presence on this platform?

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