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Breaking Through the Noise:

Winning Clients Before the First Meeting

DATE:
Tuesday
January 28, 2025

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

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

Many of your peers have already RSVPd. Will you be joining us as well?

✔️ YES, I'll see you January 28th at 2 PM ET!

❌ Not available, but send me the recorded version!

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been approved for (1) credit hour

Featured Speakers

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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receive an email with login instructions as soon as the replay is available.

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