If you don't have a marketing automation strategy for your financial services, then you may be unnecessarily spending valuable time on marketing tasks and projects instead of advising clients. Staying in touch with clients, reaching out to prospects, and other marketing efforts don't have to be difficult, time-consuming processes. You can quickly learn about marketing automation right here at FMG Suite and discover what a powerful tool it is for building your business.

Marketing automation technology has evolved in recent years to quickly and easily create personalized emails, text messages, and other marketing communications. This technology can streamline and manage entire marketing campaigns across multiple platforms to nurture prospects and clients throughout the client journey. But the benefits of an effective marketing automation strategy aren't constrained to just external efforts.

Marketing automation can also help you efficiently manage your day-to-day operational processes like internal communications, feedback processes, and other tasks. How much time could you free up if you could easily automate those repetitive processes, both internally and externally? How much more could you grow your business if you could directly focus more efforts on prospects and clients, instead of being tied down with marketing efforts?

The 101 on Personalized Marketing

When advertising largely dominated marketing, the focus was on catching as many fish in your net as possible. Marketers sent out mass emails and generic communications that could speak to anyone with a heartbeat and a wallet. But in the past year, there's been a shift from globalization to…

Do Your Clients Know Their Risk Number?

In our latest Craig Chat, FMG Suite’s CEO talks with Mike McDaniel of Riskalyze, a risk prediction calculator that lets your clients discover their Risk Number, an objective and quantified portfolio measurement that allows advisors to educate and engage their clients with what is essentially a…

6 Habits Successful Marketers Follow

Successful marketers don't necessarily work more hours than you do or have advanced degrees. Much of successful marketing is the result of improved productivity, following the right habits, and committing to their top priorities. Take a note from successful marketers and engage in these six habits…

FMG Suite and Redtail: CEOs talk Integrated Platforms

In our latest Craig Chat, Craig Faulkner, CEO of FMG Suite, and Brian McLaughlin, CEO of Redtail Technology, sit down to talk about the challenges financial advisors face when it comes to client management and marketing. These two platforms were recently integrated to make a powerful marketing…

Making the DoL Fiduciary Rule Work For Your Marketing

The Department of Labor’s Conflict of Interest rule (more commonly known as the fiduciary rule) shook the industry in April 2016. According to Fidelity’s survey, “Expectations of Upcoming DOL Ruling:” 73% of advisors are concerned the rule will have an adverse impact on how they do business; 71%…

What You Told Us You Wanted From Our Blog and Newsletter

A few weeks ago, we sent out a survey to our marketing tips newsletter subscribers. We were pleased to see so many of you share your thoughts! At FMG Suite, we aim to be as transparent as possible. One of those ways is by sharing your feedback. This survey helped us learn about what you want to see…

A Predictive Analytics Tool to Establish Expertise with your Clients

In our latest Craig Chat, FGM Suite’s CEO talks with Raj Udeshi co-founder of the predictive analytics firm, HiddenLevers. Tools like HiddenLevers are great to use now more than ever since the DoL Fiduciary rule was announced. You can establish expertise with your clients and emphasize your…

Become a Marketing Data Expert in Four Easy Steps

Analyzing data is no longer just for aggregators or other professionals. Although, at first glance, data may seem like a boring topic, it can help your marketing efforts exponentially and give you insights you might not have otherwise. Leveraging your CRM data is the first place to start. Customer…

3 Reasons Why Financial Advisors Need a CRM

Technology is one of the most important pieces of a financial advisor's business, from financial planning programs to risk analysis to automation platforms. A CRM (Client Relationship Management) system is another essential piece of software for advisors. CRM is the process of tracking, managing,…

The 3 Things You Need To Know About Your CRM

In August 2016, we teamed up with Redtail Technology, one of the leaders in client relationship management systems for financial advisors. Redtail has been finetuning their CRM system for over 13 years and our collaboration will allow our subscribers to manage their contacts and marketing outreach…