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?

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…

financial advisor

Craig Faulkner and Ron Carson Chat About The Sustainable Edge

At FMG Suite, we are big fans of Ron Carson. Not only is he a phenomenal entrepreneur and financial advisor, but he has also helped so many other financial advisors improve their business practices. On January 19, 2016, Ron's fourth book, The Sustainable Edge: Fifteen Minutes a Week to a Richer…

books

Our 10 Picks for National Book Month

We read a lot of books here at FMG Suite, and we always enjoy sharing our recommendations with fellow professionals. In honor of National Book Month in January, we’ve compiled some of our favorites. Whether you’re looking to jumpstart your marketing efforts in 2016, acquire a few more clients, or…

Four Tech Tools Every Financial Advisor Should Be Using in 2015

There are so many awesome technologies available to financial advisors today that it can be hard to sort through the all of the options. However, when it comes to technologies for advisory practices, less is more. Using too many systems can be expensive and create frustrating redundancies. Here’s…

10 Steps to Evaluating New Technologies for Financial Advisors

In the information age, the technologies we use on a daily basis are the fuel to grow our businesses. A Federal Reserve Paper found that technology use can drive business growth by 3-5% per year. Technology can be overwhelming to evaluate, but has the power to make your days either easy and…

Four Signs an Advisor Will Grow His Business This Year

Maybe it’s because most advisors are salesmen at heart, but at FMG Suite, we rarely find an advisor who is not trying to grow his business. Despite the assets under management or number of clients advisors serve, most are always striving to build something bigger. Client demographics, technology,…

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…

How Happy Are FMG Suite Advisors?

Thanks to all of the advisors who took the time to complete our 2014 FMG Suite Client Satisfaction Survey! Check out the below infographic to see the results. As always, we appreciate your feedback. Anytime you have questions, comments or recommendations, send them our way to…

4 Steps to Successful Inbound Marketing Step #3 Talk To Me

Inbound marketing involves four important steps for your advisors. We might label them Find Me, Learn From Me, Talk to Me, and Trust Me. As advisors become adept at inbound marketing, their business will grow. Here is step three: Talk To Me TALK TO ME We all know communication is key. Making…

4 Steps to Successful Inbound Marketing Step #2 Learn From Me

Inbound marketing involves four important steps for advisors. We might label them Find Me, Learn From Me, Talk to Me, and Trust Me. As advisors become adept at inbound marketing their business will grow. Here is step two: Learn From Me LEARN FROM ME Whenever a contact takes the time to visit their…