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.

Become a Marketing Data Expert in Four Easy Steps

Analyzing data is no longer just for aggregators or other professionals. Although, at first glance, data may seem like a boring topic, it can help your marketing efforts exponentially and give you insights you might not have otherwise. Leveraging your CRM data is the first place to start. Customer…

The 3 Things You Need To Know About Your CRM

In August 2016, we teamed up with Redtail Technology, one of the leaders in client relationship management systems for financial advisors. Redtail has been finetuning their CRM system for over 13 years and our collaboration will allow our subscribers to manage their contacts and marketing outreach…

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…

What Marketing Data Should I Analyze on a Regular Basis?

There's the creative side of marketing, such as developing content or designing your website, and then there's the analytical side, which focuses on reviewing data. Both are equally critical to achieving marketing success. In this week's marketing tip video, we talk about the types of marketing…

The Difference Between Global and Actionable Data and What Advisors Can Do With Them

For the analytically-minded advisor, one of the most exciting parts of marketing can be the data. While marketing requires creativity, it also requires in-depth analysis and a mind for numbers. You can't push out content, emails, or social media posts and expect to hit a home run every time. That's…

5 Ways Financial Advisors Waste Money on Marketing

On average, small businesses like financial services firms allocate around 12% of their revenue for marketing. You may be spending more or less than this, but you’ll get the most bang for your buck if you aim for the 11-13% range. Regardless of how much you’re spending, you want to keep your…

What Are Case Studies?

This month, our Live Video Broadcast, Digital Marketing Success: 6 Real Advisor Case Studies, was centered around advisors using the FMG Suite platform to their advantage and generating business from their marketing outreaches. Here, we take a detailed look at what case studies are and how they…

What Does the BrokerCheck Rule Mean for Your Website?

In October 2015, the SEC approved the FINRA Rule 2210, which requires brokerages and individual advisors to include a “readily apparent reference and hyperlink” from their websites to BrokerCheck. By requiring a link to the database where investors can review a registered person’s work history, the…

Marketing Mistakes - Financial Advisors

What is Tribal Marketing?

Marketing guru Seth Godin created the idea of tribes within marketing - people who share the same interests. Tribal marketing refers to targeting a tribe that is your ideal client base and marketing directly to them. The question is, how does this apply to financial advisors and insurance agents,…

Find your creativity with the help of FMG Suite

Why You Need a Unique Selling Proposition (and How to Create Yours)

Marketing is chock full of acronyms. ROI. MVP. CMS. CRM. Another important one to add to your dictionary is USP — Unique Selling Proposition. Also known as a positioning statement, a USP is a factor that differentiates your product or service from competitors, and explains what your business stands…