FMG Suite Product Updates: June 2021

Our team has been hard at work updating the FMG Suite dashboard, tools, and content library. And mid-2021 has brought some promising new improvements. Here’s what customers can expect.  New Lead and Referral Generation Tools Attract more prospects with new lead gen tools and resources! Our first…

Guide to Financial Advisor Marketing for Millennials

According to Smart Asset, only 11% of millennials use financial advisors on a regular basis. Only about a third of financial advisors actively target millennials. That means there are many millennials who need financial advice and plenty of opportunities for financial advisors. So why are so few…

Using Content To Reach & Nurture Qualified Leads for Financial Advisors

When an interested party investigates a financial service professional, they start a “client journey” consisting of different “touch-points.” At each step of their journey, they evaluate whether continuing down the path with the advisor will be valuable. By creating a clear journey and helping…