Brand Engagement for Financial Advisors
What is Brand Engagement for Financial Advisors? Brand engagement is the process of building an emotional and intellectual bond between a consumer and a brand. Maintaining a brand that connects with your potential clients via touch points along the client journey that aligns with your core values…
Three Ways for Advisors to Get Client Feedback
Regularly collecting feedback from clients can save advisors both time and money, help resolve problems before they get out of hand, save time and improve client service. Yet most advisors avoid the client feedback exercise for years on end. No one likes getting negative feedback, but taking the…
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 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…
Transforming Strangers Into Clients
Imagine that you are looking for a new accountant. You do an Internet search, and one of the first results is a blog article about what you need to know before you file your return. You read the entire article, scroll to the bottom, and see that it was written by a local accounting firm that you…
Utilizing the Feedback Loop in Your Content Marketing
In economics, the feedback loop refers to a situation where an element of a situation’s output is used for new input. In the best of feedback loop situations, success feeds success. In marketing, the feedback loop utilizes the unique quality that the Internet gives us and that is the ability to…
Make Your Clients “Appy” By Using Your FMG App
*We have discontinued this FMG product. A professional app goes hand-in-hand with a mobile-responsive website and successful email campaign. All of these aspects of content marketing tie together because they all make it easier to reach out to clients, stay updated on industry trends, and foster…
Client Events to Review Specific Holdings
When you're planning client events, think about the interests and concerns of your clients. Many are curious about their largest holdings and enjoy learning about market trends. Watch this marketing tip to learn how to engage clients and add credibility to your client events! How do I Add…
How to Do a Client Survey
Regularly collecting feedback from clients can save you time and money, help resolve problems before they get out of hand, and improve client service. Watch this video to learn how to do a client survey for free! Marketing Tip How Do I Run a Client Survey We love to share what we've learned…
How Happy Are FMG Suite Advisors?
Thanks to all of the advisors who took the time to complete our 2014 FMG Suite Client Satisfaction Survey! Check out the below infographic to see the results. As always, we appreciate your feedback. Anytime you have questions, comments or recommendations, send them our way to…