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…

6 Tools for Financial Advisors to Streamline Their Business

If you’ve been in business for several decades, you’ve seen firsthand how technology has simplified a lot of our daily tasks. There’s an app for just about everything, including daily business and marketing tasks. By harnessing the power of these tech tools and apps, you can streamline your…

FMG Suite and Redtail: CEOs talk Integrated Platforms

In our latest Craig Chat, Craig Faulkner, CEO of FMG Suite, and Brian McLaughlin, CEO of Redtail Technology, sit down to talk about the challenges financial advisors face when it comes to client management and marketing. These two platforms were recently integrated to make a powerful marketing…

Making the DoL Fiduciary Rule Work For Your Marketing

The Department of Labor’s Conflict of Interest rule (more commonly known as the fiduciary rule) shook the industry in April 2016. According to Fidelity’s survey, “Expectations of Upcoming DOL Ruling:” 73% of advisors are concerned the rule will have an adverse impact on how they do business; 71%…

The Beginner’s Guide to Email Drip Campaigns

Automated email messaging, or email drip campaigns, are an ingenious way to drive sales and nurture client relationships. You have likely been the recipient of these emails (maybe without even noticing!), whether you signed up for a store’s promotions, a business’ newsletter, or put in your email…

Marketing Mistakes - Financial Advisors

How Can I Use a CRM to Improve My Content Marketing?

You likely use a CRM (Client Relationship Management) system to keep track of your clients and prospects and improve your client relationships. But many advisors don't realize they can harness their CRM and its data to improve their content marketing. In this week's marketing tip video, we share…

Become a Marketing Data Expert in Four Easy Steps

Analyzing data is no longer just for aggregators or other professionals. Although, at first glance, data may seem like a boring topic, it can help your marketing efforts exponentially and give you insights you might not have otherwise. Leveraging your CRM data is the first place to start. Customer…

4 Types of Data That Will Change The Way You Use Your CRM

All data is not created equal. Depending on your needs, you will need to draw different kinds of data for different situations. Most Customer Relationship Management systems (CRMs) provide users the ability to pull four main types of data: identity, quantitative, descriptive, and qualitative.…

What’s the Difference Between CRM Software and Marketing Automation Software?

Financial advisors rely on a lot of technology to improve their business and provide a higher level of client service, from risk analysis software to marketing tools. Arguably the two most important pieces of technology advisors can use to manage their businesses more efficiently are CRMs (Client…

The 3 Things You Need To Know About Your CRM

In August 2016, we teamed up with Redtail Technology, one of the leaders in client relationship management systems for financial advisors. Redtail has been finetuning their CRM system for over 13 years and our collaboration will allow our subscribers to manage their contacts and marketing outreach…