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.
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…
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…
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…
15 Event Ideas Straight from Our Advisor Workshop
During our recent "Make Your Event an Easy YES" workshop, advisors shared so many creative and successful event ideas that we knew we had to package them up and share more broadly. From summer BBQs to memorable Pi Day pizza parties, these are the types of events that leave lasting impressions and…
Creating Memorable Holiday Events for Financial Advisors: A Guide to Spreading Joy and Building Connections
Are you looking for a unique way to strengthen client connections? The holiday season is the perfect time to host an event and do just that. Hosting a holiday event not only showcases your gratitude but also reinforces your personal connection with your clients. To help you plan a memorable and…
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…
8 Effective Ways Financial Advisors Can Get More Referrals
Building a referral-based practice as a financial advisor starts with earning trust and giving people a reason to talk about you. Use these 8 tested strategies to attract more referrals and fill your prospect pipeline. Why Referrals Are the Lifeblood of Financial Advisors Referrals are one of the…
How to Surprise and Delight Clients
Clients are the lifeblood of every business, regardless of industry. Financial advisors especially should make sure customers feel appreciated. To distinguish themselves from others in the industry and make clients feel special. For this exact reason, going the way of surprising and delighting is…