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.

The Best Way for Financial Advisors To Share Holiday Cheer with Prospects

The holiday season is a great time to get back in touch with your prospects and current clients and share some winter cheer. Sending a personalized email shows you care, and puts a face to the name of your firm. Use this time to connect with your contacts and start building those relationships.…

Why This Advisor Says FMG Suite “Simplifies My Business”

Michael Reich, FSS, LUTCF, CLTC, is an Investment Adviser Representative at John Hancock Financial Network in Sarasota, Florida. He's a big fan of FMG Suite's simplicity and automation. See what he has to say about his experience with us: How did you learn about FMG Suite? I found out about your…

newsletter marketing

How Can I Use a Newsletter to Improve My Marketing?

A newsletter is one of the most powerful forms of email marketing that an advisor can use to nurture leads and maintain a connection with current clients. Luckily for everyone, FMG Suite has launched a new custom newsletter creation tool and we are very excited about its potential for…

manage your email list

How Can I Best Manage My Email List?

Your email list is one of the important cogs in your marketing machine. Don't you want to make sure it is achieving its full potential? Join Kirk Faulkner and Brandon Brown in this week's Marketing Tip as they discuss how advisors can best manage their lists, how they can find new sources…

Pre-conference digital marketing workshop

FMG Suite Live at Excell 2018: Top Reasons You Should Attend & How to Get the Most Out of It

FMG Suite Live at Excell 2018 is nearing and we know a conference has to be really worthwhile to justify the days out of the office. Here are some of the top reasons we think it’s worth your time to join us in sunny Las Vegas. Content: Learn next-level tactics in SEO, lead generation, content, and…

A Fresh Take on Monthly Market Insights

Our Monthly Market Insights campaign is a great, easy way to deliver timely, valuable content to your clients and prospects. This automated campaign — available on our Connect™ and Attract™ plans — keeps your contacts informed of recent events affecting their and the world’s finances, all while…

marketing rhythm cadence

How to Establish an Email and Posting Rhythm in Your Content Marketing

Once an advisor starts implementing a content marketing strategy, it doesn't take long before they begin to wonder how often they should be posting new content and how often they should be emailing their contact list. The rate at which blogs are posted and emails are sent is often referred to as a…

Email Marketing: How to Get Opened, Get Read, and Get Clicks

When it comes to marketing your services and finding new leads, there is no strategy that can beat email marketing. Advisors who have adopted the practice report they receive $44 in revenue to every $1 spent on email marketing. With returns like that, email marketing is a strategy that can’t be…

Marketing to Goldfish

Did you know the average goldfish has an attention span of 9 seconds, while the average person reading an email has an attention span of only 8.25 seconds? As you can imagine, this is a favorite statistic among marketers. Financial advisors looking to successfully find new prospects and grow…

What Types of Emails Should I Be Sending to Prospects and Clients?

Email marketing consistently ranks as the top marketing strategy in terms of ROI. But effective email marketing needs to be consistent and strategic. For many advisors like yourself, it can be hard determining what type of content you should be sharing on a regular basis with your clients and…

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.