Cost: Complimentary

Date: On-Demand

Time: On-Demand

Produced and Sponsored by:

98% of over 2,000 consumers surveyed by eMoney said that a financial advisor’s website is important (or very important) when choosing which advisor to work with.

How confident are you in your website? Is it time for a makeover?

Your website is your most important marketing asset, and can make or break a prospect’s decision to give you their business. It’s their first impression, determines whether you even get the first meeting, and sets the tone for your brand.

If you think there’s room to improve your website, please join our panel of top advisors as they take you through a live walkthrough of their websites, sharing what they’ve done that is working well, as well as lessons learned.

You’ll see:

  • Real advisors’ websites and the decisions they made that make the website great

  • Examples of best practices for all of the most visited pages of your site

  • Inspiration and tips you can leverage on your own website

  • And more!

 

Featured Speakers:

Susan Theder | Chief Marketing & Experience Officer | FMG

Susan Theder is the Chief Marketing and Experience Officer at FMG. Susan places an emphasis on the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that wow. She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives.
Brad Davis | Director of Website Design | FMG

Brad Davis is the director of website design and has been an integral part of FMG’s website design process. He ensures their output and operations follow a high standard for design excellence, best practices and customer experience and oversees over 100 website designs per month.
Amy Million | Founder & Wealth Advisor | Million Wealth Management

Amy Million is a seasoned fee-only financial mastermind whose unique blend of compassion and financial acumen sets her apart as a true standout in her field. Her approach is grounded in a profound commitment to problem-solving, honed during her dedicated service in the Marine Corps. Amy transcends the traditional role of a financial advisor; she serves as a strategic partner, confidant, and guide, offering her expertise to those seeking to secure their retirement, navigate complex tax matters, or find a compassionate path through challenging life transitions.
Clay Franklin | Financial Advisor | Investment Consulting Group

Clay is a financial advisor working with clients on asset allocation and investment management, retirement accounts, employer-sponsored plans, health savings accounts, retirement income analysis, social security strategies, investment-oriented tax optimization and wealth transfer strategies. He comprehensively analyzes each client’s unique situation, so that he can not only align their asset allocation to their financial goals but also account for factors beyond their investment accounts and create an all-encompassing financial plan that secures your financial future up to and through retirement — ultimately offering the ability to leave a legacy for following generations and charitable organizations. He holds Series 7, 24, and 66 registrations, as well as life and health insurance licenses.

Register Now

Can’t attend? Register here for an on-demand recording after the webcast.