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…

How Can I Provide a Higher Level of Client Service Through My Marketing?

In today's digital world where review services and public comments rule the Internet, client service and marketing must go hand-in-hand. Luckily, this is a benefit for advisors, who can use their marketing strategies to remind prospects and clients of their high level of service and communication.…

How to Deliver Excellent Customer Service in Your Marketing

As a business owner, you’ve likely shuddered when hearing horror stories of customers complaining about a company on social media. While financial advisors are less likely to ever experience negative feedback online, it’s still essential to provide excellent customer service. Why? Consider these…

Why Customer Service is the New Marketing

Customer service and marketing are like the peanut butter and jelly of the business world — good individually but even better together. Companies that integrate their customer service and marketing departments enjoy higher customer retention rates and build reputations and businesses that their…

What You Told Us You Wanted From Our Blog and Newsletter

A few weeks ago, we sent out a survey to our marketing tips newsletter subscribers. We were pleased to see so many of you share your thoughts! At FMG Suite, we aim to be as transparent as possible. One of those ways is by sharing your feedback. This survey helped us learn about what you want to see…

Transforming Strangers Into Clients

Imagine that you are looking for a new accountant. You do an Internet search, and one of the first results is a blog article about what you need to know before you file your return. You read the entire article, scroll to the bottom, and see that it was written by a local accounting firm that you…

marketing automation and inbound marketing

Utilizing the Feedback Loop in Your Content Marketing

In economics, the feedback loop refers to a situation where an element of a situation’s output is used for new input. In the best of feedback loop situations, success feeds success. In marketing, the feedback loop utilizes the unique quality that the Internet gives us and that is the ability to…

FMG Suite mobile responsive site

Make Your Clients “Appy” By Using Your FMG App

*We have discontinued this FMG product. A professional app goes hand-in-hand with a mobile-responsive website and successful email campaign. All of these aspects of content marketing tie together because they all make it easier to reach out to clients, stay updated on industry trends, and foster…

Marketing Mistakes - Financial Advisors

Client Events to Review Specific Holdings

When you're planning client events, think about the interests and concerns of your clients. Many are curious about their largest holdings and enjoy learning about market trends. Watch this marketing tip to learn how to engage clients and add credibility to your client events! How do I Add…

Marketing Mistakes - Financial Advisors

How to Do a Client Survey

Regularly collecting feedback from clients can save you time and money, help resolve problems before they get out of hand, and improve client service. Watch this video to learn how to do a client survey for free! Marketing Tip How Do I Run a Client Survey We love to share what we've learned…