Best Practices to Boost Client Retention with FMG + Wealthbox

LPL advisors: Join Wealthbox and FMG for an exclusive webinar to learn best practices for streamlining client engagement using workflows in Wealthbox, with a focus on the FMG Client Retention workflow template. Discover how to automate key touchpoints, personalize communication, and enhance client relationships with efficiency.

This webinar will cover:

1. Best practices for building repeatable processes that strengthen client relationships.
2. How to create structured workflows that ensure consistent client engagement.
3. Tips for optimizing automation to save time and improve client satisfaction.
4. How to use FMG’s Client Retention workflow template to enhance communication and drive loyalty.