Beginners Guide to Digital Marketing for Financial Advisors

As reported by Investment News, 25% of financial advisors plan to add digital marketing this year, and 29% of advisors have already incorporated these channels. Now let’s look at the stats for all small business owners – only 1 in 5 SMBs doesn’t use digital marketing yet. Why are advisors so much…

Blogging Strategies for Advisors – Webinar Replay

 69% of businesses say blogging is their #1 source of lead generation. That’s quite a statistic for a tool once dubbed “online journaling.” In the digital marketplace, blogging is the driving force behind business branding and growth. What makes it so effective? Studies show that the most…

A Week in The Life of a Successful Financial Advisor: Rafi Rodriguez

 We love to discover more about how our clients are using FMG Suite to grow their business. One of our very active users is Rafi Rodriguez of Rodriguez Financial Strategies, LLC in Beavercreek, Ohio. Rafi has been using FMG Suite for over 7 years now and cites it as one of the main factors…

A Week in The Life of a Successful Financial Advisor: Nicole Burdick

 We love to discover more about how our clients are using FMG Suite to grow their business. In this webinar, we will meet one of our super-users at Waddell & Reed, Nicole Burdick. Nicole is successfully navigating the highly competitive field of financial services by using automated…

Why Should Financial Advisors Guest Blog?

A few weeks ago, we discussed the four types of content advisors should include in their marketing strategy: Canned, Curated, Custom, and Celebrity. Today we are talking about that fourth "C" - celebrity. And by celebrity, we mean you, the advisor, as the celebrity - not Brad Pitt. You can become a…