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?

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…

Become a Marketing Data Expert in Four Easy Steps

Analyzing data is no longer just for aggregators or other professionals. Although, at first glance, data may seem like a boring topic, it can help your marketing efforts exponentially and give you insights you might not have otherwise. Leveraging your CRM data is the first place to start. Customer…

The CRM and Content Marketing Sweet Spot

Back in the early days of CRM software, only professional marketers and data analysts studied their customers’ behavior. Now, though, with the rise of consumer CRMs like Redtail and Salesforce, it’s easier than ever for financial advisors and other small business owners to incorporate data into…

What’s the Difference Between CRM Software and Marketing Automation Software?

Financial advisors rely on a lot of technology to improve their business and provide a higher level of client service, from risk analysis software to marketing tools. Arguably the two most important pieces of technology advisors can use to manage their businesses more efficiently are CRMs (Client…

The 3 Things You Need To Know About Your CRM

In August 2016, we teamed up with Redtail Technology, one of the leaders in client relationship management systems for financial advisors. Redtail has been finetuning their CRM system for over 13 years and our collaboration will allow our subscribers to manage their contacts and marketing outreach…

The Brexit Aftermath: Now’s the Time to Talk to Your Clients

We woke up on Friday morning, June 24, to headlines about the decision by the UK to leave the European Union (EU). A somewhat unexpected outcome of a much anticipated event, it has rocked markets around the world, including here in the U.S. In the immediate aftermath of the vote, the DOW dropped…

How Can I Get More Out of My Business Partnerships?

What do CPAs, attorneys, financial advisors, and insurance agents have in common? They could easily be working with the same clients and helping each other gain new business. Much of the work these professionals do intersects - estate planning and wills, tax planning and retirement, the list goes…

5 Ways to Market Your Business Partnerships and Reach New Prospects

Partnerships can be the cornerstone of a successful business, particularly for service professionals, when formed and marketed effectively. In the world of finance, we constantly see partnerships between financial advisors, insurance agents, CPAs, attorneys, HR outsourcing, and more. By building…

Transforming Strangers Into Clients

Imagine that you are looking for a new accountant. You do an Internet search, and one of the first results is a blog article about what you need to know before you file your return. You read the entire article, scroll to the bottom, and see that it was written by a local accounting firm that 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.