If you don't have a marketing automation strategy for your financial services, then you may be unnecessarily spending valuable time on marketing tasks and projects instead of advising clients. Staying in touch with clients, reaching out to prospects, and other marketing efforts don't have to be difficult, time-consuming processes. You can quickly learn about marketing automation right here at FMG Suite and discover what a powerful tool it is for building your business.

Marketing automation technology has evolved in recent years to quickly and easily create personalized emails, text messages, and other marketing communications. This technology can streamline and manage entire marketing campaigns across multiple platforms to nurture prospects and clients throughout the client journey. But the benefits of an effective marketing automation strategy aren't constrained to just external efforts.

Marketing automation can also help you efficiently manage your day-to-day operational processes like internal communications, feedback processes, and other tasks. How much time could you free up if you could easily automate those repetitive processes, both internally and externally? How much more could you grow your business if you could directly focus more efforts on prospects and clients, instead of being tied down with marketing efforts?

How Advisors Can Personalize Their Digital Marketing

Personalized marketing, which we explained in our last post, is a growing trend among businesses large and small. Because we live and shop in such a customer-centric marketplace, consumers expect personalized messages and recommendations from brands with whom they interact. Studies show that…

The 101 on Personalized Marketing

When advertising largely dominated marketing, the focus was on catching as many fish in your net as possible. Marketers sent out mass emails and generic communications that could speak to anyone with a heartbeat and a wallet. But in the past year, there's been a shift from globalization to…

FMG Suite and Redtail: CEOs talk Integrated Platforms

In our latest Craig Chat, Craig Faulkner, CEO of FMG Suite, and Brian McLaughlin, CEO of Redtail Technology, sit down to talk about the challenges financial advisors face when it comes to client management and marketing. These two platforms were recently integrated to make a powerful marketing…

How Are You Talking to Clients About The 2016 Election?

Many Americans stayed up late the night of November 8th, 2016 to discover who our new leader would be. Whether you were tuning into the news, working the polls, or boasting your “I Voted” sticker on social media, we were all holding our breath during this important transition. After Donald Trump…

How Can I Market My Business Locally?

Even if you're licensed in multiple states and serve clients nationwide, most advisors and boutique practices thrive on local business. If you fall into this category, it's important to give your local marketing strategies some extra love and attention. In this week's marketing tip video, Craig and…

Marketing Mistakes - Financial Advisors

How Should I Prepare for My First Client Event?

Client events are a mainstay in most advisors' practices. They allow you to build stronger relationships with clients, offer education, network with potential referrals, and more. Many advisors have hosted many events over the years. But for those just getting started, it can be overwhelming. In…

10 Steps to Hosting Your First Client Event

Hosting your first client event can be scary. What if no one comes? What will you talk about? Will it be worth the time and money? With careful planning and thought-out presentations, hosting a client event can be memorable, productive, and fun. Let’s look at 10 steps you will need to do to make…

Create the Client Event of a Lifetime

While the good ol’ presentations or town hall meetings still have their place in today’s event landscape, there are more ways than ever to host a memorable client event. Between choosing the topic, the venue, and the theme, the possibilities are endless. First, let’s talk about some of the benefits…

Making the DoL Fiduciary Rule Work For Your Marketing

The Department of Labor’s Conflict of Interest rule (more commonly known as the fiduciary rule) shook the industry in April 2016. According to Fidelity’s survey, “Expectations of Upcoming DOL Ruling:” 73% of advisors are concerned the rule will have an adverse impact on how they do business; 71%…

Connecting vs. Impressing: Reaching Your Prospects Authentically

Over the past few years, it’s nearly impossible to notice a new trend in advertising, marketing, and content. There’s been an increasing focus on honesty, accuracy, and reality, no matter how grim or raw. While in many of these cases, only hugely popular brands can take such risks, there’s a…

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.