FMG

📱💬 Wow! Over 1,995 advisors joined MyRepChat in August alone! 🚀 If you haven't checked out this game-changing tool yet, now's the perfect time! Don't miss out on the communication revolution. 🌟

🔴 LIVE TOMORROW: Join Samantha Russell for an exciting LinkedIn LIVE event tomorrow! She'll be diving into the impressive website updates made by Sean Williams, CFP®, RICP®, ChFC, CLU for Cadence Wealth Partners. 🖥 ✨ Discover the 'why' behind these changes and unlock new tips and ideas to make your own website stand out from the crowd! 💡 🏆

Tune in at 2 PM ET to hear Samantha Russell and Sean Brown debate! And come away with lots of election goodies to share with clients! Register below 👇 Can't make it? Sign up anyway and we'll send you the replay and bonus giveaway after! ✨

Building a communication strategy sounds daunting, doesn’t it? With so much on your plate already, it can be difficult to find the time to create a communication strategy. According to YCharts, 3 out of 4 clients have considered switching advisors due to infrequent communication. If you’re only communicating with clients once a month or less, you may want to reconsider your approach. 💭 Marketing expert Susan Theder makes creating a strategy easy with this quick article in WealthManagement.com. See her takeaways below. 👇👇 https://lnkd.in/gXPgy6ai Wealth Management 2024 Midyear Outlook Page 78

The countdown is on! 🚀 We’re less than 3 months away from the election, and many are wondering: How do presidential elections impact the markets? 💡 YCharts has created an amazing election guide for financial advisors that includes charts, graphs AND talk tracks! 💡 Join Samantha Russell and YCharts Sean Brown on August 27th at 11 AM PT/2 PM ET for a look into this guide and other tools you can use to effectively communicate with your clients as the election unfolds. Save your spot here 👉👉 https://lnkd.in/gAzSB8Ne Susan Theder Tania Hollander Kara Hughes #PresidentialElection #Markets

Time to break out your list of burning marketing questions! 🔥 Experts Samantha Russell and Susan Theder are answering ALL your marketing questions in this exclusive live Q&A on August 21st. Whether you’re a seasoned professional or just starting on your marketing journey – ask away! We’ve already been asked: ❔How can I improve my social media engagement? ❔What's the easiest way to measure ROI? ❔How do I use my website for more lead generation? And plan to answer so many more questions LIVE!! 🧠 Brainstorm any and all marketing questions and save your spot here! 👉 https://lnkd.in/gh6x974Z Krista Zehder Karissa Hinton Stephanie Heath Jessi Latimer Amy Galli Kendra Mathis Hannah Cougill

Ready to add another tool to your toolbox? 🛠 Elise L. and Chris Kopanski are teaming up to share an exclusive demo of the FMG Client Retention workflow template inside Wealthbox. 💡 🗓️ Wednesday, August 14, 2024, at 2:00 PM ET In this demo, you will learn: 🔥 An overview of Workflow functionality and Workflow Libraries in Wealthbox. 🔥 How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox. 🔥 How to use FMG’s Exclusive Client Retention workflow template to maintain strong client relationships. 🔥 How to get started with the FMG Client Retention workflow template in Wealthbox. Discover how to use this powerful workflow to keep your clients engaged and connected. Register now 👉👉   https://lnkd.in/gatAB2kZ

In the spirit of sharing insights that relate to advisor marketing, we wanted to call your attention to a study done by Broadridge called Broadridge Financial Solutions Financial Advisor Marketing Trends Report. https://lnkd.in/gYUcdnaN It’s a comprehensive study and offers valuable recommendations and insights on the future of advisor marketing. 💡💡 If you’re looking for stats or intel, you’ll find a lot of interesting information. #FinancialAdvisorMarketing #MarketingTrends #Broadridge

🏅 Today's the day! 🏅 Don’t miss the FMG Summer Games Closing Ceremony at 10 am PT | 1 pm ET. 🎉 Join Samantha Russell, Susan Theder, and Elise L. for a victory lap filled with exciting giveaways 🏆, fresh marketing insights 💡, and the spark for your next big idea ⚡. Lace up your shoes and get ready for a victory lap packed with laughs, learnings, and some medal-worthy tips to take your marketing to the next level. Save your spot 👉👉 https://lnkd.in/gKkCsdKz

🎉 We’re wrapping up the FMG Summer Games with a bang! 🚀 Join us for the 30-minute Closing Ceremony this Thursday, August 8th at 10 am PT | 1 pm ET. Your sporty ceremony hosts Samantha Russell, Susan Theder, and Elise L. will: 🏆 Reveal giveaway winners (and a few more surprises!) 💡 Share unbeatable marketing tips 🔥 Ignite discussions that could lead to your next big idea Don't miss out on the fun and the chance to elevate your marketing game! 🌟 Save your spot 👇 👇