4 Types of Data That Will Change The Way You Use Your CRM
CRM for Financial Advisors Builds Stronger Relationships Client relationship management (CRM) is a category of software solutions for managing your firm’s relationships and interactions with prospects and clients. A CRM system helps you stay connected to clients, streamline processes, and improve…
6 Tools for Financial Advisors to Streamline Their Business
If you’ve been in business for several decades, you’ve seen firsthand how technology has simplified a lot of our daily tasks. There’s an app for just about everything, including daily business and marketing tasks. By harnessing the power of these tech tools and apps, you can streamline your…
FMG Suite and Redtail: CEOs talk Integrated Platforms
In our latest Craig Chat, Craig Faulkner, CEO of FMG Suite, and Brian McLaughlin, CEO of Redtail Technology, sit down to talk about the challenges financial advisors face when it comes to client management and marketing. These two platforms were recently integrated to make a powerful marketing…
Making the DoL Fiduciary Rule Work For Your Marketing
The Department of Labor’s Conflict of Interest rule (more commonly known as the fiduciary rule) shook the industry in April 2016. According to Fidelity’s survey, “Expectations of Upcoming DOL Ruling:” 73% of advisors are concerned the rule will have an adverse impact on how they do business; 71%…
How Can I Use a CRM to Improve My Content Marketing?
You likely use a CRM (Client Relationship Management) system to keep track of your clients and prospects and improve your client relationships. But many advisors don't realize they can harness their CRM and its data to improve their content marketing. In this week's marketing tip video, we share…
Become a Marketing Data Expert in Four Easy Steps
Analyzing data is no longer just for aggregators or other professionals. Although, at first glance, data may seem like a boring topic, it can help your marketing efforts exponentially and give you insights you might not have otherwise. Leveraging your CRM data is the first place to start. Customer…
What’s the Difference Between CRM Software and Marketing Automation Software?
Financial advisors rely on a lot of technology to improve their business and provide a higher level of client service, from risk analysis software to marketing tools. Arguably the two most important pieces of technology advisors can use to manage their businesses more efficiently are CRMs (Client…
The 3 Things You Need To Know About Your CRM
In August 2016, we teamed up with Redtail Technology, one of the leaders in client relationship management systems for financial advisors. Redtail has been finetuning their CRM system for over 13 years and our collaboration will allow our subscribers to manage their contacts and marketing outreach…
What Is The Difference Between Automated Marketing Platforms and Customer Relationship Management?
Most advisors have a Client Relationship Management (CRM) tool, but not all use automation software. Too often, advisors assume the two are the same. While it is important the two technologies work in tandem, CRMs are actually very different than Automated Marketing Platforms (AMP). Here's a quick…
How Do I Get the Most Out of a Single Marketing Piece?
The lifespan of online content is incredibly short, whether it's a social media post, email newsletter, blog article, or video. However, there is a way you can extend the life cycle of your content by recycling and repurposing it through different channels and mediums. Not only will this lengthen…