How Can Saying Happy Birthday Grow My Business?
When it comes to growing your business through your online marketing, one of the most difficult challenges is to provide your audience with a 1:1 experience. You want to build rapport with people, but doing that through emails and social posts can be hard. One of the most powerful ways to…
Inside the Suite #1 – Use FMG Suite to Stay Connected to Clients
Join Dave Christensen, Chief Product Officer at FMG Suite, as he explores the ways that you can use the collection of tools included with FMG Suite to maintain meaningful and productive relationships with your existing clients as well as those prospects on their way to engaging your…
Why Do I Need Emotional Connectivity?
Marketing is about more than just sending emails and creating white papers. It is about connecting with your prospects and clients and providing a 1:1 experience but on a large scale. The key to reaching this goal is to master the art of emotional connectivity. In this Marketing Tip,…
7 Steps To An Effective Referral Attraction Process
Note From FMG Suite: We have been working with Susan Danzig for many years now. Her insights into the world of branding and marketing for financial advisors have been incredibly valuable, both to our company and to our clients. We are happy to announce her new weekly column Susan’s Branding Corner,…
How Can I Provide a Higher Level of Client Service Through My Marketing?
In today's digital world where review services and public comments rule the Internet, client service and marketing must go hand-in-hand. Luckily, this is a benefit for advisors, who can use their marketing strategies to remind prospects and clients of their high level of service and communication.…
What is One-on-One Marketing?
One-on-one marketing, also known as personalized marketing, isn’t a new strategy, but it’s quickly gained traction this year among businesses large and small. One-on-one marketing enables you to deploy more effective, customized, and real-time client experience tactics that your…
How Advisors Can Personalize Their Digital Marketing
Personalized marketing, which we explained in our last post, is a growing trend among businesses large and small. Because we live and shop in such a customer-centric marketplace, consumers expect personalized messages and recommendations from brands with whom they interact. Studies show that…
The 101 on Personalized Marketing
When advertising largely dominated marketing, the focus was on catching as many fish in your net as possible. Marketers sent out mass emails and generic communications that could speak to anyone with a heartbeat and a wallet. But in the past year, there's been a shift from globalization to…
FMG Suite and Redtail: CEOs talk Integrated Platforms
In our latest Craig Chat, Craig Faulkner, CEO of FMG Suite, and Brian McLaughlin, CEO of Redtail Technology, sit down to talk about the challenges financial advisors face when it comes to client management and marketing. These two platforms were recently integrated to make a powerful marketing…
How Are You Talking to Clients About The 2016 Election?
Many Americans stayed up late the night of November 8th, 2016 to discover who our new leader would be. Whether you were tuning into the news, working the polls, or boasting your “I Voted” sticker on social media, we were all holding our breath during this important transition. After Donald Trump…