How Are Financial Advisors Getting New Clients in 2022?

According to the AARP, 45% of middle-aged Americans would rather visit the dentist than make an appointment with a financial advisor. Why is that? Most people distrust financial services as an industry Prospects don't know how to choose a "good" financial advisor Many people aren't clear on what…

What Financial Advisors Should Say to Clients During a Bear Market: 4 Communication Strategies

When stocks go down, communication from your financial advisor should go up. However, many financial advisors don't know what to say to clients during times of extreme volatility. So, they either don't say anything or they communicate but don't want to keep reaching out, since they don't know how…

4 video ideas for financial advisors

4 Video Marketing Ideas for Financial Advisors

Video is one of the most powerful formats for creating effective marketing content for financial service professionals. The saying goes that a picture is worth a thousand words. Well, a Forrester study found that 1.8 million words describe 1 minute of video. That’s a lot of words!  This marketing…

Financial Planning for Millenials: How to Connect With a Younger Generation

Did you know that only 34 percent of millennials with less than $1 million net worth and only 24% of millennial millionaires use a financial advisor? Whether these statistics are caused by millennials' skepticism of financial advisories or a perception that they don't have enough assets to worry…

Financial Advisor Video Marketing Startup Guide

Have you considered marketing video production as part of your marketing strategy? Creating your own videos is a valuable opportunity to develop a personal connection with multiple clients — without having to jump on the phone or meet them at your office individually. We understand that knowing how…

Video Marketing for Financial Advisors

It's official — video content marketing is a necessity for financial advisors who want to remain relevant. Your prospects and clients expect your advisory to not only be experts in wealth management, they expect you to connect with them on their terms. That means speaking their language and using…

The Beginners’ Guide To Financial Advisor Video Marketing

There are many advantages to using video in your marketing strategy. And as advisors adopt video, one challenge remains the same: Where do you start? There is an abundance of tips online, and many of them can be overwhelming. Expensive equipment lists, software, and setups that take extra time.…

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Financial Advisor Marketing Videos: The Ultimate Guide

The Power of Financial Advisor Video Marketing Nearly 65% of people are visual learners, making visually appealing content crucial for service professionals. Financial advisor marketing videos connect with your clients and prospects in an engaging way that is unmatched in digital marketing. In…

What Advisors Can Learn from this “Viral” Facebook Post

When FMG Suite's very own Aubrey crafted a funny Facebook post and shared it to a community group, she thought she'd get a few laughs and leave it at that. She did not expect that hundreds of thousands of people would view the post, resulting in an appearance on Fox and Friends and Inside Edition!…

How to Create the Perfect Intro Video

At Elevate, our annual conference for financial advisors, we met a lot of finance professionals and helped them answer their most pressing marketing questions. But one of the most valuable services we offered was video recording for financial advisors. Kirk Faulkner, Director of Marketing at FMG…