A brand positioning strategy is a plan that defines your unique identity through specific, consistent messaging in everything from digital marketing to the services you offer. Your brand is not your name, website, or logo; your brand is the story of who you are that separates you from every other financial services provider.

Financial advisor branding is all about building an online presence that connects to the needs, emotions, and intellect of prospects. A successful brand positioning strategy will define your company in a way that distinguishes it from the thousands of other service providers and creates a powerful and stable competitive advantage.

Imagine what harnessing the power of financial advisor branding could do for your company. The story of your specific approach to financial services and client relationships builds trust, creates a position of authority, and helps increase your AUM.

Financial Planning for Millenials: How to Connect With a Younger Generation

Did you know that only 34 percent of millennials with less than $1 million net worth and only 24% of millennial millionaires use a financial advisor? Whether these statistics are caused by millennials' skepticism of financial advisories or a perception that they don't have enough assets to worry…

Instagram and Financial Advisors: What You Need to Know

Instagram is one of the top social media platforms in the world — but should financial advisors use Instagram? This is a question our marketing specialists get all the time. Instagram makes it easy for a business to find new clients with targeted marketing, gain insights into their audience, and…

Communication Today: What, Why, and How?

A guest blog by Derrick Girard Understanding the changes in the way people communicate today is as simple as What, Why and How. What is changing and how do I keep up? Every day, you wake up, go to work, and interact with your clients the best way you know; however, technology continues to move the…

Marketing to Centers of Influence for Financial Advisors

The Center of Influence definition is marketing to key people you can rely upon to help grow your business. As a financial advisor, your Centers of Influence (COIs) may include CPAs, attorneys, trust underwriters, mortgage professionals, and more. These are professionals who refer their clients to…

Lead Generation for Financial Advisors: 11 Field-Tested Strategies

While the recent pandemic has shaken the economy and changed the way we connect, it has also increased the need for financial advice — and the way consumers find it. According to ThinkAdvisor: “During the first six months of the coronavirus in the U.S., the relative frequency of user searches for…

What is an Email Drip Campaign?

Email drip campaigns are a series of emails that you send to your clients and prospects to nurture relationships, soft sell, and drive engagement. They range in duration, but are continuous outreach efforts to show your email contacts that you are thinking about them and want to stay in touch.……

Advisor in business suit with red cape billowing in wind

5 Superhuman Powers Automated Marketing Gives You

It’s not just enough to implement a marketing solution, you must be able to maintain it consistently; day after day, week after week, month after month, year after… well you get the idea.  Mere mortals (AKA financial advisors) just aren’t capable of sustaining that kind of consistency. That would…

How to Attract More Referrals to Your Firm

Referrals have long been the backbone of a financial advisors’ growth plans. However, the process of getting those valuable new contacts can sometimes be elusive. For those financial professionals who are looking to reach more referrals, improve the quality of referrals, or just get better at the…

How to Use Original Content to Gain More Clients

If you’re looking for ways to set your financial advisory apart from the competition and reach new leads, content marketing is the answer. ‘Marketing’ doesn’t mean simply pitching your products or services. By using original content, your financial advisory provides an avenue to offer relevant and…

Email Marketing Content

Grow Your Business with Email Marketing Content for Financial Advisors No other digital marketing component beats great financial advisor email marketing content, either for client and prospect engagement or ROI. Your targeted audience prefers email for communication, and when you get the message…

Creative Marketing Ideas for Your Financial Advising Business

FMG Suite provides financial advisors with timely information on digital marketing best practices, proven techniques, and other foundational content. But we also emphasize creative ways to keep your marketing strategies fresh and effective. You'll find tips on how to create excitement with your brand story, how to use video content to better engage prospects and clients, and much more.

From newsletters to niches, podcasts to partnerships, FMG Suite's marketing tips for financial advisors go beyond the basics of digital marketing to give advisors a comprehensive understanding of how marketing is tied to every part of their business.

When you tap into our growing library of content, you will learn just how connected your brand, your marketing choices, and your approach to financial services really are, and you'll learn how to create a digital marketing strategy that pulls it all together.