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.

Podcast 005: Greg Woodbury – VP of Business Development at FMG Suite

Podcast 005: Greg Woodbury – VP of Business Development at FMG Suite

Industry veteran discusses the benefits of digital marketing, and why advisors can’t afford to avoid it anymore  As FMG Suite’s VP of Business Development who has served financial advisors for more than 25 years, Greg Woodbury has gained unique insight into how advisors think about marketing –…

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…

Podcast 004: Carl Richards – Creator of The Behavior Gap

New York Time columnist sheds light on practical tactics to connect with clients and ease their anxieties.  A Certified Financial Planner and creator of The Behavior Gap, Carl Richards has discovered that the most powerful tactic to help a client that’s thinking irrationally isn’t to explain the…

Susan-Danzig-FMG Suite, Podcast, Financial Advisors

Podcast 003: Susan Danzig – Business Development Coach for Financial Services Professionals

Secrets to creating a winning succession plan for financial advisors  What does an advisory owner really need to have in order when they’re preparing for retirement and succession? For 25 years Susan Danzig has been helping financial services professionals understand their value, create and…

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…

Dave Christensen – Chief Product & Technology Officer at FMG Suite

Podcast 002: Dave Christensen – Chief Product & Technology Officer at FMG Suite

Fintech mastermind shows how marketing has evolved and where advisors need to catch up Dave Christensen has been leading the development of marketing technology for financial advisors, insurance agents, and other service professionals for 20 years. In that time he’s had the chance to get a unique…

Blueprint to Your Relationship Marketing Strategy – Infographic

Relationship marketing is more than just a handshake and hello. It is a comprehensive strategy that puts emphasis on the lifetime experience of a client, not just the sales process. It has been shown to increase the profitability of clients by an average of 23% and reduce client churn by up to……

Kirk Faulkner - Director of Marketing on the market in motion podcast presented by FMG Suite

Podcast 001: Kirk Faulkner – Director of Marketing at FMG Suite

Marketing expert reveals secrets to great video content Welcome to the first episode of the Market in Motion Podcast for Financial Advisors! Join Mike Woods and Kirk Faulkner as they host discussions with the most interesting people in the financial advisory world, so you can learn the most…

Blueprint To Relationship Marketing

An Ebook Guide to Maximizing Client Retention, Loyalty, and Profitability Financial Advisors who utilize relationship marketing strategies average 42% higher AUM growth. This strategy is a direct response to the changing landscape of the financial services industry. In order to keep up with the…