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?

What’s the Difference Between CRM Software and Marketing Automation Software?

Financial advisors rely on a lot of technology to improve their business and provide a higher level of client service, from risk analysis software to marketing tools. Arguably the two most important pieces of technology advisors can use to manage their businesses more efficiently are CRMs (Client…

What Is The Difference Between Automated Marketing Platforms and Customer Relationship Management?

Most advisors have a Client Relationship Management (CRM) tool, but not all use automation software. Too often, advisors assume the two are the same. While it is important the two technologies work in tandem, CRMs are actually very different than Automated Marketing Platforms (AMP). Here's a quick…

When Marketing Automation Fails

As advanced as marketing automation softwares have become, there is still room for error. Even large corporations make mistakes when it comes to automated emails and social media, which is why it’s important to look at what automation should do for your marketing strategy and where it has the…

5 Technologies to Simplify Your Marketing

The average small business owner spends 20 hours per week on their marketing. For most financial advisors and insurance agents, this isn’t possible, as they are busy enough building their business and maintaining strong relationships with current clients. Thanks to technology, you can simplify…

marketing automation and inbound marketing

Automation: Multitasking in a Fast-Paced Marketing World

Chances are, as a business professional, you’ve become a multitasking master. Maybe you put dinner in the oven while you get work done in the evenings, walk the dog as your daily exercise, or listen to an audiobook on your commute to work. Your marketing strategies can function in a similar way…

branding, advertising, social media

Automated Marketing: What It Is and What It Isn’t

By Craig Faulkner When I look back on my 35 years in the financial marketing space I have seen a lot of "trends". I am very wary to put much stock in any passing trend. But from time to time I get an inkling that something is really important. I had such a feeling the first time I heard the term…

What is Marketing Automation?

In the simplest of terms, marketing automation refers to technology that allows you to automate, streamline, and measure your marketing workflows so you can run your business more efficiently and spend less time on time consuming marketing tasks. In our marketing tip video, we define marketing…

Are You a Magnet or a Megaphone When it Comes to Marketing?

Let’s imagine you’re visiting one of the biggest wholesalers, Costco. As you stroll through the warehouse, you’re offered samples at every turn. From pizza to peanut butter-filled pretzels, you have the opportunity to taste Costco’s wares. It’s a relaxed and fun environment, but it’s also carefully…

8 Things You Can Do with the Time FMG Suite Saves You

With our easy-to-build websites, regularly updated content, automated social media posts and email newsletters, dynamic, pre-designed presentations, and interactive mobile app, FMG Suite saves you hours of marketing blood, sweat, and tears every week. FMG is your all-one-in- one marketing solution.…

What I Learned About Robo-Advisors From My Family Reunion

by Craig Faulkner, CEO of FMG Suite My wife comes from a large family. I’m talking really large: eight siblings, 36 grandchildren and around 60 great-grandchildren! Over the 4th of July weekend we all gathered for a fun, noisy family reunion. Meanwhile, I’ve had this issue of Robo-Advisors on my…

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.