Webinar
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!
Webinar Registration
Speakers
![Susan Theder headshot Susan Theder headshot](https://info.fmgsuite.com/hs-fs/hubfs/Susan%20Theder%20headshot.png?width=140&height=140&name=Susan%20Theder%20headshot.png)
Susan Theder
Chief Marketing and Experience Officer at FMG
![Philipp Hecker -- Headshot 1 -- July 2023 Philipp Hecker -- Headshot 1 -- July 2023](https://info.fmgsuite.com/hs-fs/hubfs/Philipp%20Hecker%20--%20Headshot%201%20--%20July%202023.jpg?width=140&height=140&name=Philipp%20Hecker%20--%20Headshot%201%20--%20July%202023.jpg)
Philipp Hecker
CEO at Bento Engine