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Discover the latest practice management and marketing advice for financial advisors in the Market in Motion Podcast for Financial Advisors by FMG Suite.
Episodes
Tuesday Sep 24, 2019
Tuesday Sep 24, 2019
Jackie Mittelhammer, Client Experience Officer of ClearFocus Financial, works to make every client feel like they’re part of the family. In this episode, discover how she works with, Amber, her FMG Suite marketing specialist, to plan events for clients and prospects that offer financial education AND a chance to socialize. Plus, learn how she harnesses email analytics to turn readers into clients.
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