How the FMG + Wealthbox Integration Helps Advisors Bring Their Firms to the Next Level

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Watch this previously recorded live webinar to see how the integration between FMG and Wealthbox helps advisors plan and execute highly targeted digital marketing campaigns. This webinar will cover:

  1. How FMG’s all-in-one marketing technology platform enables firms to outsource their marketing, leaving them time to focus on their clients.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the FMG + Wealthbox integration allows advisors to import, sync, and segment contacts for highly targeted digital marketing campaigns.
  4. The benefits of the FMG and Wealthbox integration, and how to get started with ease.


Samantha Russell

Chief Evangelist


Andrew Ladwig

Director of Business Development


“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

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