Client Acquisition Webinar Series!
Getting Clients When Investors Need Guidance Most
Thursday, June 25 at 4:00 PM ET/1:00 PM PT
Periods of economic uncertainty often create a surge in demand for trusted financial guidance. The question is whether your firm has a reliable way to connect with those investors when they're actively looking for answers.In the first installment of our Client Acquisition Webinar Series, you'll discover how advisors are using educational events to build trust, connect with investors seeking guidance, and create a repeatable system for generating qualified prospects and new AUM.
Here's what you'll take away:
- The three-pillar framework that turns an educational event into booked appointments.
- How to reach the affluent households most likely to act, since targeting drives roughly 65% of your results.
- The conversion move that gets 1:1 appointments scheduled before the event is even over
- One advisor's real numbers: $8M in new AUM in 2025 and the expansion strategy he's using to grow further this year.
- How top firms turn one-off events into a repeatable growth system — not a once-a-year campaign.
Presenters:
Andrew Hinkle is Director of Sales & Account Management at FMT Solutions. With over 10 years of experience in sales management, marketing strategy, client education, and public speaking, Andrew helps financial advisors identify practical growth opportunities and implement solutions that support stronger client relationships.
Sean M. Bailey, editor in chief of Horsesmouth, has been giving webinars since 1999. He has interviewed and worked with hundreds of advisors about “what’s working now” in growing their businesses.
Devin Kropp is Associate Editor of Horsesmouth’s Advisor/Client Marketing program. Devin holds the Facebook Blueprint Certification and has created and managed Facebook ads for financial advisors over the years. Working with advisors through Advisor/Client, she has helped many achieve their marketing goals.
