5 Tools to Increase Marketing Productivity
Between self-driving cars, Artificial Intelligence, and the Internet of Things, it’s hard to turn a corner without encountering some sort of automated bot. Technology is on the rise and more and more tasks are being automated to increase efficiencies. As a financial advisor, you have likely seen…
I Want to Advertise, But I’m On a Budget. Help!
The words "budget" and "advertising" rarely go hand-in-hand. Traditional advertising (print ads and billboards) is expensive and rarely within budget for a small business or sole proprietor, like an independent financial advisor. However, digital advertising offers a number of opportunities for…
How to Deliver Excellent Customer Service in Your Marketing
As a business owner, you’ve likely shuddered when hearing horror stories of customers complaining about a company on social media. While financial advisors are less likely to ever experience negative feedback online, it’s still essential to provide excellent customer service. Why? Consider these…
How Do I Grow My Social Media Following?
One of the biggest questions in marketing is "how do I get more followers on social media?" It's easy to fall prey to numbers, because it makes us feel good about our efforts and helps us quantify our improvement. But how do you actually grow your following? And does it matter for advisors? In this…
4 Things You’re Doing Wrong on Social Media
Why is it that with marketing, you never quite know if you're doing it right? Like many elements of business, sometimes you just have to try, test, see results, and adjust as needed. On our blog, we talk a lot about tips for improving your social media presence, following, content, and likability.…
How to Become the Apple Pie of Social Media
If there is one thing everyone loves, it's apple pie. Whether it’s the flakey crust, the gooey filling, or the melted ice cream on top, you can’t go wrong with this comfort food. So how can you become the “apple pie” of the social media world? Getting your audience to like you as much as they like…
Advisor’s FMG Suite Website Leads to New Clients
Bryan Wieferich is a LPL Financial advisor and the founder of Wieferich Financial. He spoke with us and shared his marketing successes, including gaining new clients thanks to his FMG Suite website. How did you first learn about FMG Suite? FMG Suite is one of LPL's Affinity vendors, so I knew they…
Why This Advisor Says FMG Suite is a Must for Growing Your Business
Michael Kreft is a ProEquities financial advisor and the founder of Palmetto Coast Wealth Management. Here, he discusses his favorite FMG Suite tool and why he recommends FMG Suite to other advisors. How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website…
5 Things Clients Want From an Advisor’s Facebook Page
When it comes to Facebook, if you build a Business page, there’s no guarantee any clients or prospects will come. There are two main ways for building your social media following: through advertising or word-of-mouth. But there’s only one way to maintain your following: give your…
How Can I Save Time on Social Media?
Social media is one of the most important marketing tactics advisors can utilize. A Putnam Investments study shows that 81% of financial advisors use social media for business, with 79% of them gaining new clients through social media at an average annual asset gain standing at $4.6 million.…