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…


What is Relationship Marketing?

So what can you learn about marketing from the tribes of Papua New Guinea? A lot, actually! On this Marketing Tip video, we discuss "Relationship Marketing," the concept of prioritizing building a strong relationship with a potential customer, instead of just selling them something. This idea is a…


10 Financial Advisor Lead Generation Strategies

Even if you already have a strong roster of existing clients, generating qualified leads should be at the top of every financial advisor’s to-do list. However, we know that might be easier said than done - especially for busy offices. To get you started, we’ve compiled 10 different ways financial…


The Best Way for Financial Advisors To Share Holiday Cheer with Prospects

The holiday season is a great time to get back in touch with your prospects and current clients and share some winter cheer. Sending a personalized email shows you care, and puts a face to the name of your firm. Use this time to connect with your contacts and start building those relationships.…


fmg suite successful financial advisor conference

How Can I Make My Conference a Success?

Whether you're hosting a seminar or a conference, both you and your attendees want it to be a successful event. By updating your website and taking advantage of social media, you can better promote your event and create an unforgettable experience. Join Kirk Faulkner and Brandon Brown as they…


financial advisor websites - user experience

How Can I Improve the User Experience on My Website?

The digital user experience (or as it is sometimes referred to, UX) consists of all the different elements a client or prospect encounters when they are accessing your website. From how long a page takes to load, to the way they search for relevant content, every part of their experience with…


financial advisor referral marketing

How Do You Get Referrals Without Even Trying?

Prospects are four times as likely to engage your services if they receive a referral from a friend. Those are pretty good odds. It sounds like those referrals would be a good thing to get your hands on, am I right? But how does one go about getting referrals? Join Brandon Brown and Kirk…


fmg suite retirement

How Do I Keep My Clients Through Retirement?

Retirement is one of the most critical times for a person to have a financial advisor. You want to make sure that as your clients approach this vital stage in their lives that they understand why you will be the best advisor to guide them through it. Join Brandon Brown and Kirk Faulkner in…


Happy Birthday

How Can Saying Happy Birthday Grow My Business?

When it comes to growing your business through your online marketing, one of the most difficult challenges is to provide your audience with a 1:1 experience. You want to build rapport with people, but doing that through emails and social posts can be hard. One of the most powerful ways to…


Inside the Suite #1 - Use FMG Suite to Stay Connected to Clients

Join Dave Christensen, Chief Product Officer at FMG Suite, as he explores the ways that you can use the collection of tools included with FMG Suite to maintain meaningful and productive relationships with your existing clients as well as those prospects on their way to engaging your…