Building relationships with clients and prospects isn't easy, and it isn't quick. If the building blocks of a strong, long-term relationship are trust, confidence, and compatibility, then the foundation must be communication. Thanks to FMG Suite's extensive library of content about client relationship development, you can learn how to communicate more effectively in one-on-one consultations, digital marketing, presentations, and other interactions. You can build trust and instill confidence in your prospects and clients by learning client relationship best practices from financial services industry experts right here at FMG Suite.

From client relationship management (CRM) systems to effective digital marketing, you can access useful, timely information on nearly any topic that involves advisor and client interaction. You'll learn how being more open and genuine is one of the most powerful tools you can use, how to get and use client feedback, and many other components of successful client relationship management strategies. With fresh, up-to-date research and news, our growing library of content could become your go-to resource for increasing your client base and maintaining strong client relationships.

Digital and Offline Creative Marketing Ideas for Financial Advisor

Learn new tricks to engage your clients and generate new leads by learning from your peers. Our past webinar, Engaging Audiences Digitally, featured three great panelists; Rob Schultz, Founder of NFW Advisory; Christine Lazo, Director of Operations at Hedeker Wealth; and Elizabeth Leventis, Founder…

Communication Today: What, Why, and How?

A guest blog by Derrick Girard Understanding the changes in the way people communicate today is as simple as What, Why and How. What is changing and how do I keep up? Every day, you wake up, go to work, and interact with your clients the best way you know; however, technology continues to move the…

Lead Generation for Financial Advisors: 11 Field-Tested Strategies

While the recent pandemic has shaken the economy and changed the way we connect, it has also increased the need for financial advice — and the way consumers find it. According to ThinkAdvisor: “During the first six months of the coronavirus in the U.S., the relative frequency of user searches for…

Three Ways for Advisors to Get Client Feedback

Regularly collecting feedback from clients can save advisors both time and money, help resolve problems before they get out of hand, save time and improve client service. Yet most advisors avoid the client feedback exercise for years on end. No one likes getting negative feedback, but taking the…

Why a CRM for Financial Advisors is Critical For Growing Your Business

Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms, technology streamlines processes, increases productivity, and helps you grow your business faster. Since building strong…

How to Attract More Referrals to Your Firm

Referrals have long been the backbone of a financial advisors’ growth plans. However, the process of getting those valuable new contacts can sometimes be elusive. For those financial professionals who are looking to reach more referrals, improve the quality of referrals, or just get better at the…

How to Become a Virtual Financial Advisor

It’s hard to believe that just a few weeks ago, besides some extra hand-washing, it was mostly business as usual. But now, offices across the country have had to start working remotely. Remote working poses a unique challenge for financial advisors. The way they communicate has been completely…

4 Types of Data That Will Change The Way You Use Your CRM

CRM for Financial Advisors Builds Stronger Relationships Client relationship management (CRM) is a category of software solutions for managing your firm’s relationships and interactions with prospects and clients. A CRM system helps you stay connected to clients, streamline processes, and improve…

Master Account-Based Marketing in 5 Steps

How to Use Account-Based Marketing for Financial Advisors   Account-based marketing (ABM) requires investing quite a bit of time with setup, but can result in significant ROI for those who dedicate the time to master it. If you’re ready to dive into ABM to scale your growth and revenue,…

What are the 6 Principles of Persuasion?

Have you heard of the book, Influence: The Psychology of Persuasion by Robert Cialdini? It's a classic sales book that discusses how marketing and branding work together, and how you can influence potential new customers. In the book, the author lays out 6 principles of persuasion. We’ll take you…

How to Build and Maintain Strong Client Relationships

Building and maintaining strong relationships in the financial services industry isn't that different from any other business relationship. You have to treat each client as an individual, provide exceptional client service, and develop an atmosphere of trust and confidence. But when your "product" is wealth building, there is an implied level of risk from a client standpoint. This natural risk aversion means that the trust level must be very high in these types of relationships and communication must be clear and concise, informative and insightful.

When you take the time to stay abreast of industry trends and news with resources like FMG Suite and share that knowledge with clients and prospects, you create more trust and credibility. When you invest in learning about client relationship development, you increase your ability to communicate more effectively, and your clients and prospects will come to see you as a financial services authority they consider knowledgeable and reliable.