Search for digital marketing news on Google, and you will find that there are almost 2 billion results. Search for financial planning, and you get the same number. What does that mean for you as a financial advisor? It means that a lot of potential clients are searching for financial advice and that digital marketing is continually evolving.
So how do you tap into that vast market of prospects? You stay on top of the latest digital marketing trends with FMG Suite’s marketing blog specifically designed for financial advisors.
We created this comprehensive resource to provide financial advisors with the very best, most up-to-date marketing strategy information available. Backed by proven, field-tested research and experience, our extensive library of content features advice and techniques ranging from marketing basics to digital marketing news and trends.
When you make FMG Suite your digital marketing resource, you will find valuable information designed to help financial advisors connect with prospects and convert them into clients.
What’s Actually Working For Advisors on LinkedIn Right Now
LinkedIn citations have increased 4 to 5 times compared to one year ago, making it now the second most cited domain across all AI platforms (Semrush). Yet, few advisors are actually getting leads from these AI platforms. When a prospect opens ChatGPT or Claude and types "find me a CFP in Austin who…
The Case for Adding Texting to Your Client Communication Strategy (And Why the Timing Is Right)
The average financial advisor email sits unopened for more than six hours. And 42% of clients have considered switching advisors simply because they couldn't reach them easily – a number that climbs to 58% among clients under 50 (Financial Advisor Magazine). The data has pointed in the same…
Financial Literacy Month for Advisors: How to Turn April Into a Growth Opportunity
Every April, Financial Literacy Month arrives – and most advisors have the same thought: I should really do something with this. Then the month starts, life gets busy, and the opportunity passes by. That pattern ends here. Financial Literacy Month is one of the best marketing opportunities of the…
Why Tax Planning Is Your Best Lead Generation Tool (And How to Market It)
Most financial advisors offer some form of tax planning guidance. Few market it well. That gap is your opportunity. Tax planning is one of the most searched, most emotionally relevant financial topics for your clients and prospects. Search interest in terms like "tax bracket in retirement" and "how…
The 7-Day Testimonial Playbook: How Financial Advisors Can Launch a Compliant Review System
Why Advisor Testimonials Now Control Your Online Visibility Your prospects stopped Googling. They ask ChatGPT: "Who's the best financial advisor near me?" When prospects ask ChatGPT or Perplexity for advisor recommendations, these platforms don't return a long list of links. They provide just a few…
How to Get More Advisor Testimonials: A Simple System That Works
AI-driven search now factors in reviews, reputation, and even how your content is formatted when recommending businesses. If you want your firm to stand out, you need a steady stream of positive advisor testimonials. The good news: you don't need a complicated system to make it happen. You've done…
Why Testimonials for Advisors Matter More Than Ever in the AI Era
Millions of people use AI tools for daily searches. In fact, ChatGPT reports over 100 million weekly active users, about one out of every eight people on the planet. The rules of discoverability have changed. When a prospect searches "financial advisor near me" or asks ChatGPT "who's the best…
How Financial Advisor Websites Use FAQ Pages to Dominate Search Results
AI search is changing how prospects find financial advisors. ChatGPT, Perplexity, Google's AI Overviews, and other answer engines now deliver direct responses instead of the traditional list of links. For advisor websites, this shift creates both a challenge and an opportunity. The firms that focus…
Financial Advisor Marketing in 2026: Your AI-Powered Growth Blueprint
The marketing landscape for financial advisors has fundamentally shifted. While 82% of prospects still research advisors online before making contact,* they're no longer just using Google. They're asking AI platforms like ChatGPT, Perplexity, and Gemini for recommendations. If your marketing…
Client Onboarding: The First 90 Days to Turn New Clients Into Raving Fans
Why Does Client Onboarding Matter? Client onboarding shapes the entire relationship. Clients judge your reliability, your communication style, and your commitment long before they see a financial plan. Strong onboarding builds confidence. Firms with a structured onboarding experience see 50% higher…
How to Build Social Media Momentum by Inviting Personal Connections
Growing your audience as an advisor requires more than posting updates. You need to invite your personal connections to follow your company page. Both LinkedIn and Facebook give advisors tools that make this simple. Below is a clear guide to help you build momentum on each platform. Why Advisors…
Is AI Search Sending Clients to Your Competitors? Here’s How to Change That
Why AI Search Matters for Advisors Millions of people are using AI tools for daily searches. In fact, ChatGPT reports over 100 million weekly active users – about one out of every eight people on the planet. Advisors cannot ignore this shift. Samantha Russell highlighted at Future Proof that 15% of…