Why Should Financial Advisors Conduct a Marketing Audit?

The year is coming to a close, so it’s natural to take a look back. You might look at your budget and your overall business success, but it is pertinent that you also take a look back at your marketing. An end-of-year analysis will allow you to evaluate your performance this year and make informed…

Social Media & SEO News Roundup for Financial Advisors – Updated 10/19

Social Media News Roundup Each month, FMG Suite compiles the most relevant social media updates to give you powerful tools to grow your advisory firm. We help you grow your business by keeping you up to date on the latest changes, from Facebook algorithms to LinkedIn networking strategies. OCTOBER…

FMG Suite Marketing Strategist Explains His Four Marketing Pillars

One of the greatest challenges financial advisors face is keeping up with the latest marketing trends. They’re so busy taking care of their current clients and running their business that they don’t have time to learn marketing. Even if advisors do sporadically catch up on marketing best-practices,…

What Advisors Can Learn from this “Viral” Facebook Post

When FMG Suite's very own Aubrey crafted a funny Facebook post and shared it to a community group, she thought she'd get a few laughs and leave it at that. She did not expect that hundreds of thousands of people would view the post, resulting in an appearance on Fox and Friends and Inside Edition!…

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…

Guide to Creating a Social Media Strategy for Your Firm

Social media is no longer avoidable. Forty-one percent of adults over 65 are now using Facebook, which is up from just 20 percent in 2012. And sixty-nine percent of adults aged 50-64 are on social media according to the Pew Research Center.  Of the advisors who have embraced social media to find…

5 Marketing Tips From a Real Advisor

John Galego, the founder of Atlas Wealth Strategies, has found the ideal balance between marketing that works without requiring a lot of extra time or expertise. In a recent interview with FMG Suite’s Greg Woodbury, John went explained step-by-step how he established his marketing routine. (If…

The Power of Personal Marketing for Financial Advisors

Personal marketing is extraordinarily powerful for financial advisors, especially those in multi-advisor firms. While a company name, logo, and brand are powerful assets that should be guarded and developed, nothing beats the relationship developing nature of an advisor’s face and name. While…

Beginners Guide to Digital Marketing for Financial Advisors

As reported by Investment News, 25% of financial advisors plan to add digital marketing this year, and 29% of advisors have already incorporated these channels. Now let’s look at the stats for all small business owners – only 1 in 5 SMBs doesn’t use digital marketing yet. Why are advisors so much…

How to Create the Perfect Intro Video

At Elevate, our annual conference for financial advisors, we met a lot of finance professionals and helped them answer their most pressing marketing questions. But one of the most valuable services we offered was video recording for financial advisors. Kirk Faulkner, Director of Marketing at FMG…