With:

logo-1
Webinar

The Biggest Marketing Opportunity for Advisors:
Strategies to Capitalize on the Growing Demand for Tax Planning

Thursday, 2/9 at 10:00 am PT | 1:00 pm ET

According to Spectrem Group, tax planning is the #1 thing clients of advisors want help with!

And those who do not currently work with an advisor are also expressing a clear desire for this service.

In our webinar, learn how financial advisors are successfully incorporating tax planning into their practices.

You'll gain insights into:

  • How to showcase your tax-planning capabilities on your website and in your marketing 
  • Examples of advisors who have mastered the art of effective marketing when it comes to tax planning
  • How to easily integrate tax planning into your conversations

Webinar Registration

Speakers

1575925908082

Chris Field
Chief Growth Officer at Holistiplan

Samantha Russell headshot

Samantha Russell
Chief Evangelist at FMG


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.

FMG_Logo_CMYK_Med_Blk