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…

Financial Advisor Video Marketing Startup Guide

Have you considered marketing video production as part of your marketing strategy? Creating your own videos is a valuable opportunity to develop a personal connection with multiple clients — without having to jump on the phone or meet them at your office individually. We understand that knowing how…

Video Marketing for Financial Advisors

It's official — video content marketing is a necessity for financial advisors who want to remain relevant. Your prospects and clients expect your advisory to not only be experts in wealth management, they expect you to connect with them on their terms. That means speaking their language and using…

The Beginners’ Guide To Financial Advisor Video Marketing

There are many advantages to using video in your marketing strategy. And as advisors adopt video, one challenge remains the same: Where do you start? There is an abundance of tips online, and many of them can be overwhelming. Expensive equipment lists, software, and setups that take extra time.…

video content marketing website financial advisors

Financial Advisor Marketing Videos: The Ultimate Guide

The Power of Financial Advisor Video Marketing Nearly 65% of people are visual learners, making visually appealing content crucial for service professionals. Financial advisor marketing videos connect with your clients and prospects in an engaging way that is unmatched in digital marketing. In…

What Advisors Can Learn from this “Viral” Facebook Post

When FMG Suite's very own Aubrey crafted a funny Facebook post and shared it to a community group, she thought she'd get a few laughs and leave it at that. She did not expect that hundreds of thousands of people would view the post, resulting in an appearance on Fox and Friends and Inside Edition!…

How to Create the Perfect Intro Video

At Elevate, our annual conference for financial advisors, we met a lot of finance professionals and helped them answer their most pressing marketing questions. But one of the most valuable services we offered was video recording for financial advisors. Kirk Faulkner, Director of Marketing at FMG…

SEO for Financial Advisors: Tips and Tricks

Benefits of SEO for Financial Advisors Better User Experience SEO for financial advisor websites helps create a user-friendly experience for visitors. While SEO must be geared toward search engines, it must also be designed to attract and engage your targeted audience. A well-structured and…

The Best Types of Video Content for Financial Advisors

Including custom video content in your marketing strategy is a great way to engage your prospects and continue to deepen your client relationships. While the FMG Suite content library is full of high-quality video content that's great to host on your website and share with prospects, it's…

How Do I Connect FMG Suite and Redtail?

In our series "FMG Suite Quick Tips," we answer your questions and show you step-by-step instructions to use your FMG Suite tools. In this segment, you'll learn how to connect your Redtail Tailwag account with your FMG Suite dashboard. Have a question about your FMG Suite tools? Email us at…