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.

Financial Planning for Millenials: How to Connect With a Younger Generation

Did you know that only 34 percent of millennials with less than $1 million net worth and only 24% of millennial millionaires use a financial advisor? Whether these statistics are caused by millennials' skepticism of financial advisories or a perception that they don't have enough assets to worry…

Marketing to Centers of Influence for Financial Advisors

The Center of Influence definition is marketing to key people you can rely upon to help grow your business. As a financial advisor, your Centers of Influence (COIs) may include CPAs, attorneys, trust underwriters, mortgage professionals, and more. These are professionals who refer their clients to…

What is an Email Drip Campaign?

Email drip campaigns are a series of emails that you send to your clients and prospects to nurture relationships, soft sell, and drive engagement. They range in duration, but are continuous outreach efforts to show your email contacts that you are thinking about them and want to stay in touch.……

SEO for Financial Advisors: Tips and Tricks

Benefits of SEO for Financial Advisors Better User Experience SEO for financial advisor websites helps create a user-friendly experience for visitors. While SEO must be geared toward search engines, it must also be designed to attract and engage your targeted audience. A well-structured and…

fmg suite how to come up with content ideas

Where Can I Get New Content Ideas?

We often hear from advisors that the biggest hurdle for content marketing is coming up with ideas for content - and remembering them when it's time to write! There are a number of tips and tricks we use at FMG Suite to find inspiration for our blogs and videos and keep those ideas organized.…

FMG Suite digital marketing tips for financial advisors and insurance agents

How Do I Create My First Marketing Campaign?

In this week's Marketing Tip, Marina and Brandon tackle some of the essentials you will need to consider when launching your first marketing campaign. First, you will need to establish who your target audience is. For example, if you are targeting your small business owner clients, you should…

FMG Suite digital marketing tips for financial advisors and insurance agents

How Can I Make the Most Out of My Social Traffic?

Social media is a great marketing resource, but are you making the most out of your social traffic? In today's Marketing Tip, Brandon and Marina share quick, simple ways to take advantage of these site visitors. To make the most out of your social marketing, make sure that what you are doing…

How Can I Use Facebook and LinkedIn Groups for my Marketing?

Have you tried using Facebook or LinkedIn Groups for your marketing? In this Marketing Tip, Brandon and Marina explain how.

Marketing Mistakes - Financial Advisors

What is Emoji Search?

The Marketing Box gets trendy with its question this week! Brandon and Marina talk about emoji search and what it has to do with your marketing. Emoji search is exactly what it sounds like, searching for web results using emojis (the little characters on your smartphone). Companies are…

FMG Suite digital marketing tips for financial advisors and insurance agents

What Mistakes Have You Made With Your Social Media Marketing?

In this week's Marketing Tip, the Marketing Box calls out our social media vulnerabilities! We own up to some of our past social media marketing mistakes so you don't have to make them yourself. Marina handles a lot of our social media marketing and she shares that one mistake she has made in…