Social Media News Roundup for Financial Advisors

Every month, we round up some of the most important social media updates that might impact how you market your firm. From Facebook algorithm updates to new ways to network on LinkedIn, things are always changing in the social media world. APRIL 2019: Let’s look at some of the most pressing social…

Susan-Danzig-FMG Suite, Podcast, Financial Advisors

Podcast 003: Susan Danzig – Business Development Coach for Financial Services Professionals

Secrets to creating a winning succession plan for financial advisors  What does an advisory owner really need to have in order when they’re preparing for retirement and succession? For 25 years Susan Danzig has been helping financial services professionals understand their value, create and…

Dave Christensen – Chief Product & Technology Officer at FMG Suite

Podcast 002: Dave Christensen – Chief Product & Technology Officer at FMG Suite

Fintech mastermind shows how marketing has evolved and where advisors need to catch up Dave Christensen has been leading the development of marketing technology for financial advisors, insurance agents, and other service professionals for 20 years. In that time he’s had the chance to get a unique…

How to Create an Amazing Facebook Page for Your Firm

A great Facebook strategy starts with a great Facebook page. Setting a strong foundation is a necessity if you want to build a community and share updates that engage. Too often, financial advisors make their page with little regard to how it looks, or the experience it provides for a prospect.…

video content marketing website financial advisors

Everything You Need to Know About Video Marketing for Financial Advisors

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

Social Media News Roundup for Financial Advisors – February ’19

Every month, we provide a roundup of all the latest social media news that financial advisors need to know. Read on for updates from the big social platforms, new studies that reveal how consumers use social, and some resources that can help you improve your social media efforts. Google+ Announces…

Social Media News Roundup for Financial Advisors – January 2019

The thing that’s both exciting and sometimes frustrating about social media is that it’s always changing. Yes, this means there are more opportunities to reach your clients and experiment with new types of content. But it also means the rules and options are in a constant state of flux. To help…

Social Media Platform Pros and Cons for Financial Advisors – Infographic

As a financial advisor, you know you need to be on social media. But with so many platforms out there, how do you determine where you should be spending your time and effort? We've broken down each of the four major social media platforms - Facebook, Twitter, LinkedIn, and Instagram - and given our…

10 Financial Advisor Lead Generation Strategies

Even if you already have a strong roster of existing clients, generating qualified leads should be at the top of every financial advisor’s to-do list. However, we know that might be easier said than done - especially for busy offices. To get you started, we’ve compiled 10 different ways financial…

Using LinkedIn to get New Appointments for Your Practice

This is a guest post by Ted Jenkin from oXYgen Financial and Your Smart Money Moves. Now that you have hit that magic 500+ number on LinkedIn, what should you start to do next with your new LinkedIn connections? Most people don’t just want a large number of connections on LinkedIn, but new…