The Art of Inbound Marketing 2.0:
The How-To Guide for Financial Advisors, Revised and Updated for 2017

A few years back, we released The Art of Inbound Marketing, the definitive resource on how financial advisors can build their practice with digital marketing. We just released a new version updated for include today’s newest marketing evolutions and effective strategies so you can grow your business faster and with less effort.

The Art of Inbound Marketing 2.0 offers step-by-step, actionable ideas for connecting with your clients and prospects online, whether it’s on social media or through email.

Written by the CEO of FMG Suite, Craig Faulkner is a former financial planner turned digital marketer who pioneered new marketing approaches for the financial services industry that are now used by thousands of independent advisors across the country.

This guide will help financial advisors gain a stronger understanding of digital marketing and easy action steps to take today to build their business. This book covers:

  • What inbound marketing is, and how it differs from outbound marketing of the past decades
  • Why content lies at the center of your marketing strategy and how to create impactful content on a timeline and budget
  • The power of a great website and how to ensure yours is serving as the hub of your marketing efforts
  • The power of social media and how to find prospects on Facebook, LinkedIn, and Twitter
  • The impressive ROI of email marketing and how to create emails that get opened and result in more phone calls
  • How digital presentations have replaced old school seminars, and what features presentations need for success

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Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."


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Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."


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Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."


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