Checklist for Leaving a Wirehouse

Becoming a breakaway advisor is an exciting and stressful time. We know you’re moving a mile a minute as you work to repaper and set up your new business. In order to successfully transition from a wirehouse to an independent practice, you need a plan in place. To make things a little easier during…

How Advisors Use Multi-Channel Marketing

These days, it takes a lot more to reach prospects and clients than just a single email. Savvy marketers and financial advisors use multiple channels to ensure their message reaches their target audience and inspires them to take action.  One study even found that customers that receive outreach…

Social Media & SEO News Roundup for Financial Advisors – Updated 12/19

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.…

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…

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…