Before the Information Age took hold, it might have been enough to have great face-to-face communication with your clients, reach out to prospects through meetings and seminars, and only think of the Internet as a place of entertainment.

But today, these measures aren’t enough. Research shows that 61% of Internet users research products online before purchasing, which likely means that they’ll be researching their service providers, as well. Beyond increasing in importance, online personas have also increased what they should include. Let’s lay out three essentials that will aid you in creating your online presence.


This is the first aspect of an online persona that most people think of, and it is key to building yourself on the web. 75% of people surveyed by marketing company Kinesis admit to making judgements about a business’ credibility based on their website design. We like to think of websites as the hub of your practice, where everything from social posts to email newsletters lead back to. Because of this, it is important to have a well-designed, mobile-responsive website.

Social Media

Social media provides the opportunity to connect with prospects and clients on a regular basis and develop healthy relationships that many financial and insurance professionals seek. Social media is a goldmine for financial and insurance professionals to connect with new prospects, maintain strong relationships with clients, and encourage referrals. The key to generating leads on social media is consistency. The most substantial social media content is a balance of evergreen, educational content and timely, firm-focused news, such as event announcements, firm updates, or current news stories. At FMG Suite, we help you with the first half of your posting, providing you educational content that never goes stale.

Email Marketing

Email may be one of the oldest forms of digital communication, but that doesn’t mean the practice is outdated. On the contrary, email marketing is on the rise and is an essential component in developing a strong online presence. Email marketing yields an average 4,300% return on investment for businesses in the U.S. This is a massive outreach for financial and insurance professionals, which is why we have dedicated our time and energy into creating engaging video email newsletters.

These three aspects of creating an online presence are all important because every portal you offer online gives your business a virtual 24-hour showroom. You will be more accessible for your clients, build their trust and faith in your firm, and will make your marketing efforts easier and far-reaching, as the electronic format allows for a wider, more cost-effective distribution. Traditional methods of attracting prospective clients are still viable options, but with a strong online presence, clients will know that you take pride in yourself and your firm.