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 Build Social Media Momentum by Inviting Personal Connections
Growing your audience as an advisor requires more than posting updates. You need to invite your personal connections to follow your company page. Both LinkedIn and Facebook give advisors tools that make this simple. Below is a clear guide to help you build momentum on each platform. Why Advisors…
Is AI Search Sending Clients to Your Competitors? Here’s How to Change That
Why AI Search Matters for Advisors Millions of people are using AI tools for daily searches. In fact, ChatGPT reports over 100 million weekly active users – about one out of every eight people on the planet. Advisors cannot ignore this shift. Samantha Russell highlighted at Future Proof that 15% of…
Instagram for Financial Advisors: Setup and Success Checklist
Financial advisors, are you ready for Instagram? It's a powerful platform to connect with clients, showcase your expertise, and potentially draw in new business. But it can feel like a mountain of a project to start. Once your compliance department has approved the use of Instagram, follow our…
15 Client Gift Ideas Straight from Our Advisor Workshop
During our recent advisor workshop, “Your Human Advantage – Do What AI Can’t!”, attendees shared their most creative and effective client appreciation ideas. From thoughtful gifts that make clients feel valued to memorable experiences that bring communities together, these advisor-tested ideas work…
Tax Communication for Advisors: 5 Ways to Talk to Clients About the One Big Beautiful Bill Act
The One Big Beautiful Bill (OBBB) Act has dominated financial headlines. For many clients, it feels complicated, urgent, and unclear. That’s why tax communication for advisors matters more than ever. Clients need straightforward updates, not policy jargon. They want to know how this legislation…
Smart Prompts, Better Output: 3 Things to Tell AI When You’re an Advisor
AI tools help financial advisors write faster and stay visible online – but they only perform well when you prompt well and give clear direction. A vague prompt like “Write a blog post about retirement” leads to generic content. That kind of copy won't stop anyone from scrolling. If you want…
How Do I Use FAQs on My Advisor Website?
Why Advisor Website FAQs Matter More Than Ever Financial professionals are seeing a shift in how clients search for answers online. Clients no longer just type a few keywords into Google. Instead, they’re using full, complex questions in AI-powered search tools like ChatGPT, Gemini, Perplexity.…
Top 10 Marketing Questions Financial Advisors Ask (and Straight Answers That Work)
Marketing for financial advisors doesn’t need to feel overwhelming. It just needs to work. Below are the top 10 frequently asked from financial professionals – and real answers pulled straight from an expert webinar. Whether you're building your first plan or fine-tuning your client funnel, these…
3 Simple Steps to Get AI to Recommend Your Advisor Business
The other day, a financial advisor asked Samantha Russell: “How in the world do we get AI to recommend our business?” She answered right away and said financial advisors need to focus on three things: get reviews, build their reputation, and format their content using natural language and Q&As.…