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.

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…

3 Ways Advisors Waste Money on Marketing (And What to Do Instead)

Are You Making These 5 Financial Advisor Marketing Mistakes?   Many financial advisors tackle marketing budgets as an afterthought. If there’s enough in the budget after expenses, they may spend some money on marketing. However, marketing is critical for growing assets under management (AUM)…

5 Ways to Convert More Leads with Your Landing Pages

How to Generate Leads for Financial Advisors   Lead generation for financial advisors used to be a tedious endeavor that consumed a lot of valuable time. But with the advent of digital marketing, you can harness powerful tools that are more efficient and more effective for growing your business.…

website design for financial advisors

Mobile Responsive Websites for Financial Advisors: Best Practices

Mobile Responsive vs. Mobile-Friendly: What's the Difference? It’s a common practice to develop websites that are easily viewed and navigated across all devices, and to most of the world, the terms mobile-friendly and responsive mean the same thing. But they are two very different things.…

How Do I Improve My Website’s Bounce Rate?

"Bounce Rate" is the percentage of visitors to your site that navigates away without interacting with the page. If you see a high bounce rate on a landing page, it's a sign that your content and website marketing strategy needs a redesign. Either you aren't providing your visitors with a good user…

financial advisor websites - user experience

How Can I Improve the User Experience on My Website?

The digital user experience (or as it is sometimes referred to, UX) consists of all the different elements a client or prospect encounters when they are accessing your website. From how long a page takes to load, to the way they search for relevant content, every part of their experience with…

FMG Suite SSL Encryption

How Taking Data Security Seriously Can Earn Client Trust

Financial advisors have a vested interest in earning the trust of their clients. In a survey of wealth advisory clients, the number one reason given for engaging an advisor's services was that they were “trusted”. It ranked even higher than “good investment track record”. One major goal of your…

Why This Advisor Says FMG Suite “Simplifies My Business”

Michael Reich, FSS, LUTCF, CLTC, is an Investment Adviser Representative at John Hancock Financial Network in Sarasota, Florida. He's a big fan of FMG Suite's simplicity and automation. See what he has to say about his experience with us: How did you learn about FMG Suite? I found out about your…

Google Analytics 101 for Financial Advisors

Most advisors have a strong aversion to trying to understand their website’s metrics through Google Analytics. Why is this, when we know advisors tend to be numbers-driven and analytical in nature? Our best guess is because Google Analytics is jargon-rich, confusing and overwhelming. In an effort…

FMG Suite Website Packages

Becoming Digitally Advanced with FMG Suite Website Packages

Is your financial advisor practice digitally advanced? Is it using digital tools and online marketing techniques on a regular basis? According to a 2018 Deloitte study titled Connected Small Businesses in the United States, if it is, it’s three times more likely to create jobs and it’s also poised…