Register for Your Free Live Webcast Now:

"Why You Don't Need to Be Everywhere Online to Grow"

Focus on fewer, higher-quality channels to attract qualified prospects & save time. Register today!

Date: Thursday, November 20, 2025

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: FMT Solutions

Approved for 1 CE Credit: Investments and Wealth Institute

In today's competitive landscape, advisors face immense pressure to be active across social media platforms and digital channels. But spreading your marketing efforts too thin dilutes your message and ultimately fails to attract the right potential clients. It's time for a more strategic approach.

True success comes from identifying and mastering high-quality channels where your ideal prospects are most active. This focused strategy not only saves time and resources but also generates more qualified leads, allowing you to dedicate more energy to serving existing clients.

Join us for a discussion on how to focus your tactics with a targeted, high-impact marketing plan. We will explore how to align your efforts with your firm’s growth strategy and adapt to the evolving expectations of modern clients.

In this webcast, you will learn how to:

• Evaluate and identify the specific channels that will deliver the best ROI for your practice
• Understand how your firm's broader marketing strategy directly affects your ability to thrive
• Adapt to evolving client expectations to attract and retain more qualified prospects.
• Balance client acquisition and exceptional service for existing clients

Speakers: 

John Manganaro | Senior Reporter | ThinkAdvisor

Carrie Roso | Chief Marketing Officer | FMT Solutions

Brad Johnson | Co-Founder | Triad Partners

Jay Coulter | CEO | Titleist Asset Management

Offered Free by: ThinkAdvisor
See All Resources from: ThinkAdvisor