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.

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…

Why Do I Need Emotional Connectivity?

  Marketing is about more than just sending emails and creating white papers. It is about connecting with your prospects and clients and providing a 1:1 experience but on a large scale. The key to reaching this goal is to master the art of emotional connectivity. In this Marketing Tip,…

7 Steps To An Effective Referral Attraction Process

Note From FMG Suite: We have been working with Susan Danzig for many years now. Her insights into the world of branding and marketing for financial advisors have been incredibly valuable, both to our company and to our clients. We are happy to announce her new weekly column Susan’s Branding Corner,…

features and benefits

Brand Positioning: Map Your Service Features to Client Benefits

Branding is too often thought of as simply the design that accompanies your business assets like websites and business cards. In reality, it is so much more than that. The core of your brand is defined by the way that your service offering fits into the lives of your clients. The way to establish…

The Worst Advice We’ve Ever Heard About Account-Based Marketing

Account-based marketing, or ABM, is a marketing buzzword that has been growing in popularity in the past few years. Let’s look at what ABM is, debunk some bad advice surrounding ABM, and lay out some ways you can use this strategy as a small business owner. What is Account-Based Marketing?…

How Can I Provide a Higher Level of Client Service Through My Marketing?

In today's digital world where review services and public comments rule the Internet, client service and marketing must go hand-in-hand. Luckily, this is a benefit for advisors, who can use their marketing strategies to remind prospects and clients of their high level of service and communication.…

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.