Building relationships with clients and prospects isn't easy, and it isn't quick. If the building blocks of a strong, long-term relationship are trust, confidence, and compatibility, then the foundation must be communication. Thanks to FMG Suite's extensive library of content about client relationship development, you can learn how to communicate more effectively in one-on-one consultations, digital marketing, presentations, and other interactions. You can build trust and instill confidence in your prospects and clients by learning client relationship best practices from financial services industry experts right here at FMG Suite.

From client relationship management (CRM) systems to effective digital marketing, you can access useful, timely information on nearly any topic that involves advisor and client interaction. You'll learn how being more open and genuine is one of the most powerful tools you can use, how to get and use client feedback, and many other components of successful client relationship management strategies. With fresh, up-to-date research and news, our growing library of content could become your go-to resource for increasing your client base and maintaining strong client relationships.

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…

Brand Engagement for Financial Advisors

What is Brand Engagement for Financial Advisors? Brand engagement is the process of building an emotional and intellectual bond between a consumer and a brand. Maintaining a brand that connects with your potential clients via touch points along the client journey that aligns with your core values…

Top 5 Marketing Ideas for Financial Professionals

If you’re looking to grow your financial services business, it’s important to start with marketing fundamentals that will set you up for success. Digital marketing tools will help keep your firm’s brand relevant, reach new leads, and stay connected with current clients. Here are five of the best…

Social Media & SEO News Roundup for Financial Advisors – Updated 12/19

Social Media News Roundup Each month, FMG Suite compiles the most relevant social media updates to give you powerful tools to grow your advisory firm. We help you grow your business by keeping you up to date on the latest changes, from Facebook algorithms to LinkedIn networking strategies.…

Harness the Marketing Power of the Financial Advisor LinkedIn Summary

Your advisors meet new prospects every day. Fifteen years ago you would have told them to give each new contact a business card, but now your advice has changed. The best advice to give to advisors who will be connecting with new prospects? Work on your financial advisor LinkedIn summary! The…

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!…

Guide to Creating a Social Media Strategy for Your Firm

Social media is no longer avoidable. Forty-one percent of adults over 65 are now using Facebook, which is up from just 20 percent in 2012. And sixty-nine percent of adults aged 50-64 are on social media according to the Pew Research Center.  Of the advisors who have embraced social media to find…

Native Advertising: A Beginner’s Guide

What is Native Advertising for Financial Advisors?   Native advertising is a form of paid media where the ad experience blends in seamlessly with the surrounding non-paid content. Native ads should match the visual and functional design of the media used, meaning that users might not know…

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.…

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…