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.

Why a Financial Advisor CRM 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…

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…

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…

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.