The Ultimate Guide to Lead Generation [SlideShare]
Our newest SlideShare is all about lead generation forms and how they can help your marketing! View the original SlideShare here.
The Ultimate Lead Generation Cheat Sheet
As the hub of your marketing efforts, your website serves as Ground Zero for information, education, and lead generation. But how can you take full advantage of this marketing tactic? Here, we will explain what lead generation opportunities are, some lead gen best practices, examples of how they…
Seven Tips to Writing Your First Whitepaper
Like other content marketing strategies, whitepapers are great resources to show your knowledge of the independent financial advising industry and establish yourself as a thought leader. But this longer form of content may have you wondering where to start. As a financial advisor, you might not…
Do Your Clients Know Their Risk Number?
In our latest Craig Chat, FMG Suite’s CEO talks with Mike McDaniel of Riskalyze, a risk prediction calculator that lets your clients discover their Risk Number, an objective and quantified portfolio measurement that allows advisors to educate and engage their clients with what is essentially a…
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…
The 101 on LinkedIn Sales Navigator
Generating leads and pushing sales through the sales funnel are every business’ main concerns. As marketing efforts get more complex, including digital, outbound, and organic marketing, this sales funnel gets increasingly convoluted. But what if there was a way to attract qualified leads more…
How Do I Add a Custom Form to My Website?
In our series "FMG Suite Quick Tips," we answer your questions and show you step-by-step instructions to use your FMG Suite tools. In this segment, you'll learn how to add a custom form to any of your website pages. Have a question about your FMG Suite tools? Email us at [email protected]!……
A Predictive Analytics Tool to Establish Expertise with your Clients
In our latest Craig Chat, FGM Suite’s CEO talks with Raj Udeshi co-founder of the predictive analytics firm, HiddenLevers. Tools like HiddenLevers are great to use now more than ever since the DoL Fiduciary rule was announced. You can establish expertise with your clients and emphasize your…
Initiating Action: CTA Best Practices
Although the end goals may be different, one thing stays the same with content marketing: you want your visitors to take action. Whether that is signing up for a newsletter, scheduling a complimentary meeting with your office, or commenting on your most recent blog post, viewer interaction is one…
Leaving Behind the Brochure Website
Your website is a mirror of your business. What reflection do your clients and prospects see? We know that most affluent investors turn to the Internet for health and financial advice these days. Studies show that even if prospects receive your name from a trusted friend or family member, 9 out of…