If you don't have a marketing automation strategy for your financial services, then you may be unnecessarily spending valuable time on marketing tasks and projects instead of advising clients. Staying in touch with clients, reaching out to prospects, and other marketing efforts don't have to be difficult, time-consuming processes. You can quickly learn about marketing automation right here at FMG Suite and discover what a powerful tool it is for building your business.

Marketing automation technology has evolved in recent years to quickly and easily create personalized emails, text messages, and other marketing communications. This technology can streamline and manage entire marketing campaigns across multiple platforms to nurture prospects and clients throughout the client journey. But the benefits of an effective marketing automation strategy aren't constrained to just external efforts.

Marketing automation can also help you efficiently manage your day-to-day operational processes like internal communications, feedback processes, and other tasks. How much time could you free up if you could easily automate those repetitive processes, both internally and externally? How much more could you grow your business if you could directly focus more efforts on prospects and clients, instead of being tied down with marketing efforts?

Marketing As Easy As 1-2-3

Alex Chalekian of Lake Avenue Financial upgraded to a Concierge site last year and couldn’t be happier. He says that FMG Suite makes marketing “as easy as 1-2-3” and is loving his site and Social Foundation tool. He found out about us through his broker-dealer, LPL. Alex has found the clean design…

5 Easy Steps to Becoming a Marketing Pro in 2017

If you’re anything like us, improving your marketing is the first item on your New Year’s Resolution list. Okay, maybe marketing isn’t your first priority, but you know the importance of it. What better time to start taking your marketing strategy seriously than in the new year? Whether you have…

Marketing Mistakes - Financial Advisors

I’m on a Limited Budget. How Should I Allocate My Marketing Dollars?

On average, small businesses like financial services firms allocate around 12% of their revenue for marketing. However, this may still not be possible for some advisors on a more limited budget. This leads many advisors to ask, how can I make the most out of my marketing dollars? In this week's…

How Advisors Can Personalize Their Digital Marketing

Personalized marketing, which we explained in our last post, is a growing trend among businesses large and small. Because we live and shop in such a customer-centric marketplace, consumers expect personalized messages and recommendations from brands with whom they interact. Studies show that…

The 101 on Personalized Marketing

When advertising largely dominated marketing, the focus was on catching as many fish in your net as possible. Marketers sent out mass emails and generic communications that could speak to anyone with a heartbeat and a wallet. But in the past year, there's been a shift from globalization to…

6 Habits Successful Marketers Follow

Successful marketers don't necessarily work more hours than you do or have advanced degrees. Much of successful marketing is the result of improved productivity, following the right habits, and committing to their top priorities. Take a note from successful marketers and engage in these six habits…

6 Tools for Financial Advisors to Streamline Their Business

If you’ve been in business for several decades, you’ve seen firsthand how technology has simplified a lot of our daily tasks. There’s an app for just about everything, including daily business and marketing tasks. By harnessing the power of these tech tools and apps, you can streamline your…

Robo-Advising: The First Step in Embracing Marketing Automation

Advisors know they must modernize or risk becoming irrelevant. Tackle marketing automation to stay relevant and useful in this changing landscape. We all know the saying: there are only two certainties in life — death and taxes. But, we would like to add a third: change. The financial services…

Making the DoL Fiduciary Rule Work For Your Marketing

The Department of Labor’s Conflict of Interest rule (more commonly known as the fiduciary rule) shook the industry in April 2016. According to Fidelity’s survey, “Expectations of Upcoming DOL Ruling:” 73% of advisors are concerned the rule will have an adverse impact on how they do business; 71%…

How Do I Participate in Content Marketing Without Much Time or Money?

You've heard us go on and on about the powers of content marketing, so you don't need us to tell you again. But the idea of creating your own content is intimidating for a lot of financial advisors because you don't have the time to sit down and write, and you may not have the budget to hire a…

Marketing Automation Basics & Best Practices for Success

You can find out the answers to the questions above and more with FMG Suite's library of marketing automation content. From marketing automation basics to advanced techniques, we have compiled some of the most informative and insightful articles on marketing automation. Here you will find in-depth and up-to-date content about compliance, personalization, and best practices for making the most of your marketing automation strategy.

Since we are consistently adding additional resources, FMG Suite can be your one-stop source for marketing automation news, new developments in marketing technology, and other content to keep you in the loop. Use FMG Suite as your marketing automation "news channel" and tune in often to harness the power of marketing automation to grow your business through digital marketing.