Tuesday, 1/30 at 11:00 am PT | 2:00 pm ET

When it comes to advisor marketing, one simple but often underutilized personalization strategy is age triggers tying back to a person’s age. Age-targeted marketing allows advisors to communicate specific wealth management risks and opportunities tied to milestones in a client or prospect's life. 

To learn more about this, join FMG's Susan Theder and Bento's Philipp Hecker on January 30th at 11 am PT/2 pm ET as they discuss:

• 15 highly predictable age milestones that matter most in your clients' and prospects' lives 
• Ideas for how to provide proactive, personalized, and impactful communication and advice before reaching these age milestones
• Tips on how the above will result in increased share of wallet, new clients, referrals, introductions to COIs-and more!