FMG Suite Attends Riskalyze Fearless Investing Summit

The annual Riskalyze Fearless Investing Summit starts today! We are so excited to be involved while hearing from some of the brightest minds in the industry. This is Riskalyze’s annual conference, and financial advisors are given the unique opportunity to meet in a beautiful location while learning…

How to Use Retargeting Ads for Financial Advisors

Did you know that 97 percent of users will not convert after visiting your website? That's because your visitors typically need to engage with your brand multiple times before they act — seven times, to be exact. One of the most widely accepted tenets of successful marketing is the Rule of 7. The…

Google Ads for Financial Advisors: 5 Field-Tested Tips to Generate Leads

When you search using Google, you’ve probably seen the ads at the top and side of the resulting pages. Those are paid ads that put brands like yours front and center for relative searches. That means Google Ads for financial services target users who are curious about, interested in, or even ready…

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…