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.

Podcast 005: Greg Woodbury – VP of Business Development at FMG Suite

Podcast 005: Greg Woodbury – VP of Business Development at FMG Suite

Industry veteran discusses the benefits of digital marketing, and why advisors can’t afford to avoid it anymore  As FMG Suite’s VP of Business Development who has served financial advisors for more than 25 years, Greg Woodbury has gained unique insight into how advisors think about marketing –…

Podcast 004: Carl Richards – Creator of The Behavior Gap

New York Time columnist sheds light on practical tactics to connect with clients and ease their anxieties.  A Certified Financial Planner and creator of The Behavior Gap, Carl Richards has discovered that the most powerful tactic to help a client that’s thinking irrationally isn’t to explain the…

Susan-Danzig-FMG Suite, Podcast, Financial Advisors

Podcast 003: Susan Danzig – Business Development Coach for Financial Services Professionals

Secrets to creating a winning succession plan for financial advisors  What does an advisory owner really need to have in order when they’re preparing for retirement and succession? For 25 years Susan Danzig has been helping financial services professionals understand their value, create and…

Dave Christensen – Chief Product & Technology Officer at FMG Suite

Podcast 002: Dave Christensen – Chief Product & Technology Officer at FMG Suite

Fintech mastermind shows how marketing has evolved and where advisors need to catch up Dave Christensen has been leading the development of marketing technology for financial advisors, insurance agents, and other service professionals for 20 years. In that time he’s had the chance to get a unique…

financial advisor podcast

Top 10 Podcasts for Financial Advisors

Podcasts are all the rage, both in marketing and in terms of entertainment. You can turn any downtime, such as during your commute, at the gym, or while you're at the office, into an opportunity to learn something new. The business podcast market is particularly robust, and there are a number of…

Podcasting 101 for Financial Advisors

Content marketing isn't limited to the page. You can use video, images, and, which is why we're here today, podcasts to share your messaging and promote your business. Podcasts have significantly grown in popularity these last few years - between January 2013 and September 2015, the number of…

Is Podcast Marketing Effective for Advisors?

You're likely familiar with podcasts, and you may even subscribe or listen to a few of them. In the past few years, they've significantly increased in popularity, nestling into a nice spot between radio show and TV show. But have you ever considered hosting your own as part of your marketing…