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.

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…

Building Strong Relationships Through Email Marketing

In 2015, the typical corporate email user sent and received 125 emails a day. If you’re like most people, you often feel overwhelmed when looking at your inbox. Either you have client requests that need attention, news updates that need checking, or spam that needs sorting. We understand that…

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.