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.

Master Account-Based Marketing in 5 Steps

How to Use Account-Based Marketing for Financial Advisors   Account-based marketing (ABM) requires investing quite a bit of time with setup, but can result in significant ROI for those who dedicate the time to master it. If you’re ready to dive into ABM to scale your growth and revenue,…

Answer These 4 Questions to Determine Your Ideal Email Marketing Frequency

Like posting on social media, many financial advisors worry about sending too many emails and turning off their contacts. Like social media, email marketing requires a delicate balance. You don't want to send so infrequently that your contacts forget about you; but you also don't want to bombard…

The Top 4 Email Marketing Trends for 2017

We’re all aware of the power of email marketing, especially for financial advisors. We’ve spoken with countless advisors who have gained new clients and increased their assets under management due to their ongoing email campaigns. Like any other strategy, email marketing is constantly evolving to…

What is Drip Email?

Drip email is the fastest and easiest way to conduct an email campaign. However, most financial advisors aren't familiar with the concept or how to implement the strategy in their marketing. In this week's marketing tip video, Craig and Brandon dive deep into the term and explain how advisors can…

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…