Leveraging Your Client or Prospect's Age Milestones to Exponentially Grow Your Business 

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!
Come with your questions and let's make this your best marketing year yet! 

Webinar Registration


Susan Theder headshot

Susan Theder
Chief Marketing and Experience Officer at FMG

Philipp Hecker -- Headshot 1 -- July 2023

Philipp Hecker
CEO at Bento Engine

Copyright 2024 FMG Suite, LLC. | All Rights Reserved | Privacy policy | Cookie policy | Terms of use | Site map

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data Do not sell my personal information.