We’ve Got the California Consumer Privacy Act (CCPA) Covered
The nation’s first comprehensive privacy law, the California Consumer Privacy Act (CCPA), went into effect this month. FMG Suite has made the necessary changes to ensure that advisors using the FMG Suite platform are prepared and compliant! If you haven’t been paying attention, here’s a quick…
Solving Compliance’s Biggest Bottleneck: The Content Approval Process
SEO for Financial Services and Compliant Content As a financial advisor, you know that compliance in the financial services industry refers to regulations that govern the activities of financial advisors and firms. From ensuring protection for investors to reducing financial crimes, the compliance…
Social Media News Roundup for Financial Advisors – January 2019
The thing that’s both exciting and sometimes frustrating about social media is that it’s always changing. Yes, this means there are more opportunities to reach your clients and experiment with new types of content. But it also means the rules and options are in a constant state of flux. To help…
Technology Adoption for Financial Advisors
Technology adoption has become a sink or swim situation for financial advisors. Innovations are shaking up many of the traditional areas of financial management largely due to the demands of tech-savvy consumers and changing the face of the financial services industry. FMG Suite’s VP of Corporate…
How Can I Boost My Networking Game on LinkedIn?
We admit that growing your business by networking within LinkedIn can be easier said than done. But there are a number of ways you can grow your network and find meaningful connections who could become clients on this social site. Join Kirk Faulkner and Brandon Brown as they discuss how to…
How Can I Improve the User Experience on My Website?
The digital user experience (or as it is sometimes referred to, UX) consists of all the different elements a client or prospect encounters when they are accessing your website. From how long a page takes to load, to the way they search for relevant content, every part of their experience with…
How Taking Data Security Seriously Can Earn Client Trust
Financial advisors have a vested interest in earning the trust of their clients. In a survey of wealth advisory clients, the number one reason given for engaging an advisor's services was that they were “trusted”. It ranked even higher than “good investment track record”. One major goal of your…
Do I Need SSL Encryption for My Website?
In today's edition of Inside the Suite our Chief Product Officer, Dave Christensen dives into the world of data encryption and takes about what the letters SSL should mean to you. Is this important encryption something you need to worry about? What can you do to implement it on your own site? Do…
Becoming Digitally Advanced with FMG Suite Website Packages
Is your financial advisor practice digitally advanced? Is it using digital tools and online marketing techniques on a regular basis? According to a 2018 Deloitte study titled Connected Small Businesses in the United States, if it is, it’s three times more likely to create jobs and it’s also poised…
What FMG Suite Subscribers Need to Know About GDPR
You might have noticed the term “GDPR” floating around recently. We’d like to fill you in on how the new General Data Protection Regulations coming out of Europe will affect you, what GDPR means for your website, and what we’re doing to accommodate these changes. Read on to learn more. What is…