Using Content To Reach & Nurture Qualified Leads for Financial Advisors

When an interested party investigates a financial service professional, they start a “client journey” consisting of different “touch-points.” At each step of their journey, they evaluate whether continuing down the path with the advisor will be valuable. By creating a clear journey and helping…

Meeting Financial Advisor Compliance Requirements in Digital Marketing

  FMG Suite’s seminar, “Growing AUM Through Digital Marketing,” was designed to address digital marketing in the financial services industry. Moderator Rick Fox, VP of Corporate Development at FMG Suite, initiated discussions covering technology, inbound marketing, automation, and this blog's…

The Modern Advisor’s Guide to Content Marketing

Even if marketing trends and technology never stop changing, the one fundamental that remains constant is storytelling. If you can bring prospects into the story of your business, they will want to be a part of it.  In this seven-part series, our Lead Elevate Marketing Strategist, Will Gunn, shares…

Using a Marketing Wheel to Create a Marketing Plan

Marketing is all about storytelling, and digital marketing is all about digital storytelling. Building marketing campaigns, executing marketing tactics, and creating an overall plan contribute to creating a story. The best stories (just like the best marketing plans) are well-thought-out and focus…

6 The Missing Steps in The Buyer’s Journey

We all know the Buyer’s Journey.  As a refresher, it’s the mental phases someone goes through when they decide to purchase something.  Many financial advisors spend a large amount of their marketing efforts trying to attract prospects. Prospects fall into three stages. In the first stage, prospects…

The Communication Pyramid

In my last blog, It’s Good to Be Content King, we spoke about several rules advisors should follow when building a communication plan. Those rules are a great place to start, but where will all of that content come from?  The good news is there is a final rule for that too, and it’s something I…

It’s Good to be Content King

Imagine sitting down at your desk and opening your email app.  More than 100 unread emails are sitting before you, waiting to be opened. Some are from unsubscribed newsletters, some are from wholesalers, some are from marketing agencies looking to improve the SEO of your website, and some are from…

A Financial Advisor’s Guide to Inbound Marketing

Imagine you’re a taxi driver. If you leave your car parked in your driveway, what are the odds someone is going to knock on your front door asking for a ride? It isn’t going to happen. Taxi drivers need to take their cars out and drive through town. They have to put themselves where the people are.…

8 Reasons Why Relevant Advisors Embrace Digital Marketing

Here is a fact: The world is constantly changing. Here is another fact: If advisors don’t change with it, they will be outpaced by their competition and robo-advisors. Digital marketing used to be complicated. In the beginning, understanding how it worked almost required a doctorate in computer…

The Evolution of Storytelling

From campfires to glowing screens, humankind has always been searching for the next big story to tell using the day’s best technology. Though it is millennia later, these principles are still the key to successful digital marketing and brand growth.  In the beginning, stories were mostly about…