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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 Native Advertising?

As defined by Small Biz Trends, native advertising is "a form of online advertising that matches the form and function of the platform on which it appears." But what exactly does this mean? In this week's marketing tip video, Brandon and Marina talk about the rise of native advertising and the…

How Do I Personalize an FMG Suite Presentation?

In our series "FMG Suite Quick Tips," we answer your questions and show you step-by-step instructions to use your FMG Suite tools. In this segment, you'll learn how to personalize an FMG Suite presentation to fit your branding. Have a question about your FMG Suite tools? Email us at…

What are Some Must-Haves For a Good Logo?

A logo is an essential component of your website, branding, and online presence. Within a single image, you represent who your firm is - whether you choose just to use your name as your logo or incorporate a design or tagline. This logo will travel with you for years, populating your social media…

How Do I Grow My Social Media Following?

One of the biggest questions in marketing is "how do I get more followers on social media?" It's easy to fall prey to numbers, because it makes us feel good about our efforts and helps us quantify our improvement. But how do you actually grow your following? And does it matter for advisors? In this…

What the Heck is the Client’s Journey?

"The client's journey" (also called the buyer's journey) is a term thrown around a lot in marketing, but what does it actually mean and do advisors need to care? In this week's marketing tip, Craig and Brandon define the "client's journey" and why advisors need to consider it in their marketing.……

What Can I Do to Make My Blog More Exciting?

It's estimated that there are more than 150 million blogs on the Internet. That number continues to grow - especially among businesses - for one main reason: people trust blogs. Studies show that 81% of U.S. consumers trust information and advice from blogs, and 61% have made a purchase based on a…

How Do I Manually Send a Video Through Email?

In our series "FMG Suite Quick Tips," we answer your questions and show you step-by-step instructions to use your FMG Suite tools. In this segment, you'll learn how to manually send a video through email to your contacts. Have a question about your FMG Suite tools? Email us at…

How Can I Save Time on Social Media?

Social media is one of the most important marketing tactics advisors can utilize. A Putnam Investments study shows that 81% of financial advisors use social media for business, with 79% of them gaining new clients through social media at an average annual asset gain standing at $4.6 million.…

Happy (Almost) New Year!

It's our last marketing tip of 2016! In honor of the upcoming new year, we'd like to share a few special words:

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