FMG and YCharts Partner to Enable Financial Advisors to Improve Timely Client and Prospect Communication
YCharts, a cloud-based investment research and client communications platform, and FMG, a leading provider of marketing and technology solutions for financial advisors, announce a marketing partnership.
- YCharts, a cloud-based investment research and client communications platform, and FMG, a leading provider of marketing and technology solutions for financial advisors, announce a marketing partnership.
- The collaboration will enable financial advisors using FMG's marketing platform to leverage YCharts' powerful visuals to enrich their communications with both clients and prospects.
- By collaborating with forward-thinking, innovative partners like FMG, YCharts can expand its reach, empowering an extensive network of financial advisors with the tools to enhance their prospecting and client communications,” shared Sean Brown, CEO at YCharts.
- To learn more about how financial advisors can leverage FMG and YCharts to enhance their client communication, register here for Wealthmanagement.com’s upcoming webinar on October 5, 2023, hosted by YCharts’ CEO, Sean Brown, and FMG’s CMO, Susan Theder.