LinkedIn Marketing for Financial Advisors

Harnessing the Power of LinkedIn for Financial Advisors According to a 2019 Putnam Investments survey, around 80 percent of advisors find new clients using social media sites, and, on average, those new client pickups added nearly $4.9 million in assets. Social media continues to grow as one of…

Social Media Marketing for Financial Advisors

  In a past seminar, “Growing AUM Through Digital Marketing,” VP of Corporate Development at FMG Suite, Rick Fox, sat down with industry insiders to discuss the state of social media marketing for financial advisors and other marketing mediums. Discussions from the seminar included marketing…

Brand Engagement for Financial Advisors

What is Brand Engagement for Financial Advisors? Brand engagement is the process of building an emotional and intellectual bond between a consumer and a brand. Maintaining a brand that connects with your potential clients via touch points along the client journey that aligns with your core values…

Harness the Marketing Power of the Financial Advisor LinkedIn Summary

Your advisors meet new prospects every day. Fifteen years ago you would have told them to give each new contact a business card, but now your advice has changed. The best advice to give to advisors who will be connecting with new prospects? Work on your financial advisor LinkedIn summary! The…

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,…

How to Go Viral with Millennials with Sophia Bera

Sophia Bera is a winner of the Inbound Marketing Awards and founder of Gen Y Planning, a firm serving investors in their 20's and 30's. In this week's marketing tip, Sophia shares with us the secrets to connecting with Millennials and harnessing technologies like Uber, Twitter and LinkedIn to…

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…

We Made These Four Social Media Mistakes (So You Don’t Have To!)

Social media marketing is an ever-evolving strategy that companies, both big and small, are always working to adapt. And in adaptation, there are going to be mistakes. But luckily, social media mistakes offer great learning opportunities to improve your strategies. What better way to learn than to…

LinkedIn vs. Medium: Battle of the Publishers

As you ramp up your content strategy, you will likely be thinking of ways to get more traction on your blog. But where should financial advisors post content to attract the right audiences and make their content efforts worthwhile? Luckily, there are countless avenues today for you as a financial…

5 Tools to Increase Marketing Productivity

Between self-driving cars, Artificial Intelligence, and the Internet of Things, it’s hard to turn a corner without encountering some sort of automated bot. Technology is on the rise and more and more tasks are being automated to increase efficiencies. As a financial advisor, you have likely seen…