Client Acquisition Webinar Series!
The Next Great Client Acquisition Opportunity
Thursday, July 30 at 4:00 PM ET/1:00 PM PT
The coming decade will produce the greatest retirement marketing opportunity many advisors will see in their careers. As Gen X enters retirement planning, millions of households will be making decisions about Social Security, retirement income, Medicare, taxes, estate planning, and the largest intergenerational wealth transfer in history.
In this second installment of our Client Acquisition Webinar Series, you will:
- Recognize why the Gen X retirement wave is bigger than most advisors realize
- Discover how to adapt the proven educational marketing strategy that helped advisors reach Baby Boomers to the unique needs of Gen X.
- Understand why Social Security remains one of the most compelling topics for attracting pre-retirees and building trust.
- Learn how to position your practice now—before the Generation X retirement wave reaches full momentum.
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.
