Earn CE Credit | Insights to Revolutionize Your Approach Today
| | | Breaking Through the Noise: Winning Clients Before the First Meeting |
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| | DATE:
Tuesday
January 28, 2025 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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In a world flooded with information, financial advisors face an uphill battle to rise above the noise and connect with ideal clients. The stakes are high as competition intensifies and acquisition costs climb. But what if you could build trust with your prospects before your first meeting—positioning yourself as their go-to advisor from the start?
Join Nick Schilling, CEO of FMT Solutions, for an exclusive webinar packed with actionable strategies to revolutionize your prospecting approach. Learn how to:
Tap into precision targeting to attract the right audience Build trust earlier through classroom-based education Create an environment that fosters deep connections and lasting client relationships Discover how consumer behavior is changing, why traditional prospecting methods fall short, and how you can stand out in today’s competitive landscape. This session will empower you to cut through the clutter, accelerate trust-building, and set your practice apart. |
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| EARN CE CREDIT | | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour | | |
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| | | Nick Schilling Chief Executive Officer FMT Solutions |
| | | Carrie Roso Chief Marketing Officer FMT Solutions |
| | | David Armstrong, Host Executive Director, Content, WealthManagement.com Informa Connect |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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