Local Business Listings: The Ultimate Guide for Financial Advisors

What are Local Business Listings? Local business listings, also known as local citations, play a vital role in financial advisors' reputation, rankings, and revenue. That’s why it’s critical to understand what these marketing tools entail and how they can help you grow your business. Think of local…


The Four Components of Brand Engagement

  Did you know that 64% of consumers cite shared values as the primary reason they have a relationship with a brand? As a financial advisor, this applies to and your brand as well. Establishing a brand that speaks to your potential clients and aligns with who you are as a business is key to…


FMG Suite Website Packages

Becoming Digitally Advanced with FMG Suite Website Packages

Is your financial advisor practice digitally advanced? Is it using digital tools and online marketing techniques on a regular basis? According to a 2018 Deloitte study titled Connected Small Businesses in the United States, if it is, it’s three times more likely to create jobs and it’s also poised…


How Do You Define a Content Niche?

When it comes to brand positioning the big challenge is to define what differentiates you from everyone else. If you are competing against every other financial advisor in the world, that task will be impossible. You need to establish a niche; an area of expertise where you can demonstrate…


What Are Some of Your Favorite Marketing and Branding Books?

Whether you are a marketing maven or a complete noob, there is always something to learn. From content creation strategy to market positioning to branding secrets, there is enough knowledge out there about marketing that none of us will ever be done learning about it. Here are some of the…


social media challenges

Social Media Challenges Financial Advisors Must Face – and How To Overcome Them

Social media. As a marketing and lead generation tool, it’s unsurpassed in its speed, cost effectiveness, and ability to produce results – but utilizing it does come with challenges, particularly for financial advisors. In January 2018, Hootsuite reported that half of the world’s population - 3.2…


How to Go Viral with Millennials with Sophia Bera

Sophia Bera is a winner of the Inbound Marketing Awards and founder of Gen Y Planning, a firm serving investors in their 20's and 30's. In this week's marketing tip, Sophia shares with us the secrets to connecting with Millennials and harnessing technologies like Uber, Twitter and LinkedIn to…


what happens in your brain when you hear a story

What Happens To Our Brains When We Hear A Story

  Storytelling is all the rage in marketing talk. But why is it important? It turns out that is much more than just the current buzzword. A story has a very specific effect on the human brain, an effect that can be a powerful tool for communicating to your audience. Join Kirk Faulkner and…


brand story

Tell Your Brand's Story With Visual Content

The act of creating content in branding is an act of educating. You are teaching people what they can expect from your brand, why they should trust you as a service professional, and what differentiates you from the other competitors in your field. Anyone who has ever spent any time in the field of…