Published On Jan 22, 2024
[52:40]Optimizing your technology is critical in making your firm’s goals into a reality.
In this webinar, FMG’s Marketing & Experience Officer, Susan Theder was joined by other industry leaders from Nitrogen, Wealthbox and Asset-Map to discuss a client’s journey and how an advisor or firm can leverage their technology stack.
They discussed:
[4:57] Attracting your ideal client
[6:20] Questions to ask when building a website
[7:47] What to include on a lead-generating website
[10:15] Using webinars to grow your business
[17:47] Nurturing through personal communications
[52:40] Improving client satisfaction
[55:35] Foundational content planning
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