Search for digital marketing news on Google, and you will find that there are almost 2 billion results. Search for financial planning, and you get the same number. What does that mean for you as a financial advisor? It means that a lot of potential clients are searching for financial advice and that digital marketing is continually evolving.
So how do you tap into that vast market of prospects? You stay on top of the latest digital marketing trends with FMG Suite’s marketing blog specifically designed for financial advisors.
We created this comprehensive resource to provide financial advisors with the very best, most up-to-date marketing strategy information available. Backed by proven, field-tested research and experience, our extensive library of content features advice and techniques ranging from marketing basics to digital marketing news and trends.
When you make FMG Suite your digital marketing resource, you will find valuable information designed to help financial advisors connect with prospects and convert them into clients.
How to Write a Financial Advisor Newsletter
Email marketing is still one of the most effective ways to reach your clients and prospects. According to Forrester, people are twice as likely to sign up for your email list as they are to interact with you on Facebook. A case study also found that 72 percent of consumers prefer email as their…
Guide to Financial Advisor Marketing for Millennials
According to Smart Asset, only 11% of millennials use financial advisors regularly. Only about a third of financial advisors actively target millennials. That means many millennials need financial advice and plenty of opportunities for financial advisors. So why are so few financial advisors…
Advisor Holiday Marketing Checklist
The holiday season is upon us, and that means that financial advisors should start thinking about their advisor holiday marketing strategy. The holidays can be a hectic time, with record sales numbers of up to 943 billion. It's no wonder so many business and companies focus their marketing during…
Guide to Effective Email Marketing for Financial Advisors
Many advisors wonder exactly how often they should be in contact with their clients. In fact, in 2022, it was shown that globally, there were around 4.3 billion email users. This means that at least half of your clients use email as their main source of business communication. Making it important…
Financial Advisor Client Communication: 4 Tips to Create Your Communication Strategy
Client communication is easily one of the most crucial elements of a successful business. Being able to efficiently and effectively communicate with clients can be the difference between satisfied customers and scathing reviews. Customers want to understand what's going on, and if a financial…
8 Email Personalization Best Practices Financial Advisors Can Use to Improve Engagement
The challenge of writing compelling emails often comes down to a balance of two things: quality and quantity. As an advisor, you need to be engaging your email list with consistent, personalized, and relevant content. That's why it's important to have email personalization practices you can use to…
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. That's why it's important to maintain a branding for financial advisors that connects with your potential clients via touch points along…
What Financial Advisors Should Say to Clients During a Bear Market: 4 Communication Strategies
When stocks go down, communication from your financial advisor should go up. However, many financial advisors don't know what to say to clients during times of extreme volatility. So, they either don't say anything or they communicate but don't want to keep reaching out, since they don't know how…
How to Create the Perfect Intro Video
At FMG, we believe it's important to let clients and prospects know who you are and what you do. That's why we recommend all financial advisors work on a website intro video. But what is a website intro video? Well, we're glad you asked: What are Intro Videos? Intro videos are short, three to…
