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.

Why a Financial Advisor CRM is Critical for Growing Your Business

Technology is one of the most important components of a financial advisor’s business. From financial planning and risk analysis tools to marketing automation platforms, technology streamlines processes, increases productivity, and helps you grow your business faster. Since building strong…

How Advisors Can Map The Journey From Prospect to Client

Financial Advisor Prospecting Ideas That Work Are All About Timing   Coming up with prospecting ideas for your client journey map doesn’t have to be complicated. When you take the time to learn more about your prospects and clients and how they move through the phases of the client journey, you…

4 Types of Data That Will Change The Way You Use Your CRM

CRM for Financial Advisors Builds Stronger Relationships Client relationship management (CRM) is a category of software solutions for managing your firm’s relationships and interactions with prospects and clients. A CRM system helps you stay connected to clients, streamline processes, and improve…

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…

Social Media News Roundup for Financial Advisors – January 2019

The thing that’s both exciting and sometimes frustrating about social media is that it’s always changing. Yes, this means there are more opportunities to reach your clients and experiment with new types of content. But it also means the rules and options are in a constant state of flux. To help…

Social Media Platform Pros and Cons for Financial Advisors – Infographic

As a financial advisor, you know you need to be on social media. But with so many platforms out there, how do you determine where you should be spending your time and effort? We've broken down each of the four major social media platforms - Facebook, Twitter, LinkedIn, and Instagram - and given our…

Google Analytics 101 for Financial Advisors

Most advisors have a strong aversion to trying to understand their website’s metrics through Google Analytics. Why is this, when we know advisors tend to be numbers-driven and analytical in nature? Our best guess is because Google Analytics is jargon-rich, confusing and overwhelming. In an effort…

What Are Some of Your Favorite Marketing and Branding Books?

Whether you are a marketing maven or a complete noob, there is always something to learn. From content creation strategy to market positioning to branding secrets, there is enough knowledge out there about marketing that none of us will ever be done learning about it. Here are some of the…

How to Use Google Trends to Create Content

  In addition to their search engine capabilities, Google offers a lot of great tools that you can use to aid you in your efforts to create content. One of the most interesting and powerful is Google Trends, a powerful tracking tool that can tie you into the popularity of certain key…

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…