live Webinar Best Practices

How to Use AI to Create Hyper-Personalized Content with Wealthbox and FMG

Wednesday, Sep 24, 2025 at 2:00 PM ET

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Content is key when it comes to marketing—but personalization is what makes it resonate. Join FMG and Wealthbox for an exclusive webinar on how advisors can harness the power of AI to create hyper-personalized client communications that save time and deepen relationships.

This webinar will cover:

  1. How FMG’s AI-powered tools quickly generate content tailored to client interests and needs
  2. How advisors use Wealthbox to segment clients and trigger personalized content workflows
  3. How to seamlessly combine automation with human insight to deliver messages that feel both timely and authentic
  4. How to integrate FMG and Wealthbox to streamline marketing and relationship management for maximum impact

Speakers

Amy Galli

VP Product Marketing

FMG

Jenna Ghibaudy

Product Specialist

Wealthbox

“FMG is thrilled to integrate with Wealthbox––a beautiful and modern CRM––to increase the impact of our advisors’ marketing efforts. CRM software is an essential tool in the modern financial advisor’s toolkit and this integration makes it easier than ever for our advisors to deliver remarkable experiences to even more clients.”

Dave Christensen

Chief Product Officer at FMG