The Financial Advisor’s Guide to Facebook
Facebook is one of, if not the most popular social media platforms of our time. With a staggering active user base of around 2.9 billion people worldwide, it's no surprise to find that financial advisors are making use of the platform to engage with clients, market their business, and much more.…
Financial Advisor Client Communication: 4 Tips to Create Your Communication Strategy
Client communication is easily one of the most crucial elements of a successful business. Being able to efficiently and effectively communicate with clients can be the difference between satisfied customers and scathing reviews. Customers want to understand what's going on, and if a financial…
Why a CRM for Financial Advisors is Critical For Growing Your Business
Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms, technology streamlines processes, increases productivity, and helps you grow your business faster. Since building strong…
How to Surprise and Delight Clients
Clients are the lifeblood of every business regardless of industry. Financial advisors especially should make sure customers feel appreciated. To distinguish themselves from others in the industry and make clients feel special. For this exact reason, going the way of surprising and delighting is an…
How to Create a Memorable Client Event (With 10 Examples to Inspire Your Own)
While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. Between choosing a topic, venue, and theme, the possibilities are endless. Even better, with current technology, we're now able to host virtual events…
The Latest FMG Reviews and Testimonials
Like any business, we here at FMG love it when our clients give us reviews whether they be negative or positive. Each review allows us to make adjustments and better ourselves as a business and people. The more feedback we receive, the more we can continue to improve. That's why we'd like to share…
Guide to Financial Advisor Marketing for Millennials
According to Smart Asset, only 11% of millennials use financial advisors on a regular basis. Only about a third of financial advisors actively target millennials. That means there are many millennials who need financial advice and plenty of opportunities for financial advisors. So why are so few…
Lead Generation for Financial Advisors: 10 Tested Tips to Generate Leads
Understanding how to get clients as a financial advisor is integral to growing your business. And if you have a strong roster of existing clients, continuing to generate qualified leads should be at the top of your to-do list. We know that might be easier said than done, especially while staying…
Digital and Offline Creative Marketing Ideas for Financial Advisor
Learn new tricks to engage your clients and generate new leads by learning from your peers. Our past webinar, Engaging Audiences Digitally, featured three great panelists; Rob Schultz, Founder of NFW Advisory; Christine Lazo, Director of Operations at Hedeker Wealth; and Elizabeth Leventis, Founder…
Communication Today: What, Why, and How?
A guest blog by Derrick Girard Understanding the changes in the way people communicate today is as simple as What, Why and How. What is changing and how do I keep up? Every day, you wake up, go to work, and interact with your clients the best way you know; however, technology continues to move the…