4 Content Marketing Trends for 2017
Content marketing has been a prominent strategy for years, and it'll only continue to increase in importance in 2017. More small businesses are investing in content marketing and it's paying off: while in 2015, only 30% of marketers said their content marketing was effective, in 2016, that number…
Our Top 3 Social Media Marketing Predictions for 2017
As the new year dawns, business owners everywhere are making New Year’s resolutions. Whether you want to be more active on social media, finally get that website up and running, or publish your first blog post, 2017 is the year to do it. Before the new year starts, we like to lay out some of our…
Why You Need to Spend Money on Marketing
The best things in life are free, but this isn't always the case when it comes to your business and building your clientele. We've frequently been asked by advisors why they should spend money on marketing, how can they market for free, and how they can justify investing hundreds (or thousands) of…
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…
Do Your Clients Know Their Risk Number?
In our latest Craig Chat, FMG Suite’s CEO talks with Mike McDaniel of Riskalyze, a risk prediction calculator that lets your clients discover their Risk Number, an objective and quantified portfolio measurement that allows advisors to educate and engage their clients with what is essentially a…
6 Habits Successful Marketers Follow
Successful marketers don't necessarily work more hours than you do or have advanced degrees. Much of successful marketing is the result of improved productivity, following the right habits, and committing to their top priorities. Take a note from successful marketers and engage in these six habits…
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…
Making the DoL Fiduciary Rule Work For Your Marketing
The Department of Labor’s Conflict of Interest rule (more commonly known as the fiduciary rule) shook the industry in April 2016. According to Fidelity’s survey, “Expectations of Upcoming DOL Ruling:” 73% of advisors are concerned the rule will have an adverse impact on how they do business; 71%…
What You Told Us You Wanted From Our Blog and Newsletter
A few weeks ago, we sent out a survey to our marketing tips newsletter subscribers. We were pleased to see so many of you share your thoughts! At FMG Suite, we aim to be as transparent as possible. One of those ways is by sharing your feedback. This survey helped us learn about what you want to see…
A Predictive Analytics Tool to Establish Expertise with your Clients
In our latest Craig Chat, FGM Suite’s CEO talks with Raj Udeshi co-founder of the predictive analytics firm, HiddenLevers. Tools like HiddenLevers are great to use now more than ever since the DoL Fiduciary rule was announced. You can establish expertise with your clients and emphasize your…