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.

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

CRM for Financial Advisors Builds Stronger Relationships Client relationship management (CRM) is a category of software solutions for managing your firm’s relationships and interactions with prospects and clients. A CRM system helps you stay connected to clients, streamline processes, and improve…

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…

What Marketing Data Should I Analyze on a Regular Basis?

There's the creative side of marketing, such as developing content or designing your website, and then there's the analytical side, which focuses on reviewing data. Both are equally critical to achieving marketing success. In this week's marketing tip video, we talk about the types of marketing…

The Difference Between Global and Actionable Data and What Advisors Can Do With Them

For the analytically-minded advisor, one of the most exciting parts of marketing can be the data. While marketing requires creativity, it also requires in-depth analysis and a mind for numbers. You can't push out content, emails, or social media posts and expect to hit a home run every time. That's…