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!

Your Clients Received Their Tax Return. Now What?

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.

Breaking News: FMG Acquires MyRepChat - Click Here To Learn More

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