Market in Motion Podcast for Financial Advisors by FMG Suite

Using Events to Grow Relationships with Clients & Prospects


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Jackie Mittelhammer, Client Experience Officer of ClearFocus Financial, works to make every client feel like they’re part of the family. In this episode, discover how she works with, Amber, her FMG Suite marketing specialist, to plan events for clients and prospects that offer financial education AND a chance to socialize. Plus, learn how she harnesses email analytics to turn readers into clients.


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Market in Motion Podcast for Financial Advisors by FMG SuiteBy fmgsuite

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