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…

Social Media News Roundup for Financial Advisors – Updated June ’19

Every month, we round up some of the most important social media updates that might impact how you market your firm. From Facebook algorithm updates to new ways to network on LinkedIn, things are always changing in the social media world. JUNE 2019 SOCIAL MEDIA NEWS What social media and SEO…

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…

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……

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…

How Do I Improve My Website’s Bounce Rate?

"Bounce Rate" is the percentage of visitors to your site that navigates away without interacting with the page. If you see a high bounce rate on a landing page, it's a sign that your content and website marketing strategy needs a redesign. Either you aren't providing your visitors with a good user…

5 Financial Advisor Motivation Tips To Keep You Going

Whether your financial advisory is a small business with just you and a part-time assistant, or you manage a bustling office, keeping you and your team motivated can be a challenge. Just like all business owners, you have to deal with the ebb and flow of business with a smile on your face. Your…