A brand positioning strategy is a plan that defines your unique identity through specific, consistent messaging in everything from digital marketing to the services you offer. Your brand is not your name, website, or logo; your brand is the story of who you are that separates you from every other financial services provider.

Financial advisor branding is all about building an online presence that connects to the needs, emotions, and intellect of prospects. A successful brand positioning strategy will define your company in a way that distinguishes it from the thousands of other service providers and creates a powerful and stable competitive advantage.

Imagine what harnessing the power of financial advisor branding could do for your company. The story of your specific approach to financial services and client relationships builds trust, creates a position of authority, and helps increase your AUM.

Brand Engagement for Financial Advisors

What is Brand Engagement for Financial Advisors? Brand engagement is the process of building an emotional and intellectual bond between a consumer and a brand. Maintaining a brand that connects with your potential clients via touch points along the client journey that aligns with your core values…

What is an Email Drip Campaign?

Email drip campaigns are a series of emails that you send to your clients and prospects to nurture relationships, soft sell, and drive engagement. They range in duration, but are continuous outreach efforts to show your email contacts that you are thinking about them and want to stay in touch.……

Advisor sending automated email from computer and checking phone

Why Marketing Automation is Essential for Financial Services

Every year more and more advisors realize that they need to improve their marketing efforts. For many, this means spending much time and/or money to dedicate to the action. Whether they are taking time from their busy schedule, diverting their staff’s focus, or hiring an entirely new position, the…

Top 5 Marketing Ideas for Financial Professionals

If you’re looking to grow your financial services business, it’s important to start with marketing fundamentals that will set you up for success. Digital marketing tools will help keep your firm’s brand relevant, reach new leads, and stay connected with current clients. Here are five of the best…

How to Write the Perfect Financial Advisor Prospecting Email

Email marketing is one of the most successful marketing strategies for financial advisor prospecting. It’s a great way to nurture your existing relationships and build new ones. There are different emails for marketing, such as promotional emails, email newsletters, and welcome emails that help to…

Guide to Effective Email Marketing for Financial Advisors

Many advisors wonder exactly how often they should be in contact with their clients. According to Morningstar, 30% of clients prefer weekly emails from their advisor, and 36.6% prefer to receive them monthly. More than half of your clients want to hear at least once per month from you. Is that…

How to Create an Email Newsletter – Webinar Replay

Do you have questions about email newsletters you’ve been wanting to ask, but weren’t sure where to begin? This in-depth webinar takes you step-by-step through the process of building an email newsletter, including: Selecting engaging content Building a template that’s easy to fill in each…

How to Write Effective Email Subject Lines

269 Billion. No, it’s not the GDP of Bangladesh (although it is close). It is how many emails are sent worldwide every day. On average, a business professional receives around 125 emails a day.  Email marketing is one of the most potent weapons in the battle to find more clients. Some researchers…

Advisor Sees Immediate Results with The FMG Suite Email Campaigns Tool

Email Marketing Campaign for Financial Advisors For financial advisors, an email marketing campaign is a critical component of a successful marketing strategy. No other marketing tool can give you the ROI that email marketing can, making it one of the most productive and powerful marketing and…

Email Marketing Content

Grow Your Business with Email Marketing Content for Financial Advisors No other digital marketing component beats great financial advisor email marketing content, either for client and prospect engagement or ROI. Your targeted audience prefers email for communication, and when you get the message…

Email Marketing Tips & Industry Trends for Financial Advisors

Successful email marketing requires the ability to construct an email using specific formats, wording, and other proven elements. These email marketing best practices, from creating enticing email subjects to email marketing automation, are discussed by industry experts right here at FMG Suite. You can even learn about advanced techniques such as segmentation and targeting to make your email marketing campaign a success more quickly.

If you're ready to learn how to harness one of the most potent forms of digital marketing for growing your business, then make FMG Suite your go-to resource. We'll help you get started, give you advice on maintaining an effective email marketing campaign, and help you keep up with news and trends.