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Financial Advisor Website Showcase: New Lantern Advisors

For today's Advisor Website Showcase, we are joined by Michael Allison of New Lantern Advisors. We sent Michael some of our most in-depth questions so far to see how he handled his website, transitioning into virtual work, and fighting against his kryptonite. Modernize Your Website The second you…

Ideas for Financial Advisors Blog

5 Cost-Effective Ways to Improve SEO for Your Advisor Website

Marketing strategies are things that most companies use and depend on their business field. Meaning the most effective strategy is likely to change depending on the company. As a result, financial advisors rely on SEO because it's the most cost-effective way to attract prospects. SEO is all about…

Digital and Offline Creative Marketing Ideas for Financial Advisor

Learn new tricks to engage your clients and generate new leads by learning from your peers. Our past webinar, Engaging Audiences Digitally, featured three great panelists; Rob Schultz, Founder of NFW Advisory; Christine Lazo, Director of Operations at Hedeker Wealth; and Elizabeth Leventis, Founder…

How to Attract More Referrals to Your Firm

Referrals have long been the backbone of a financial advisors’ growth plans. However, the process of getting those valuable new contacts can sometimes be elusive. For those financial professionals who are looking to reach more referrals, improve the quality of referrals, or just get better at the…

How Advisors Use Multi-Channel Marketing

These days, it takes a lot more to reach prospects and clients than just a single email. Savvy marketers and financial advisors use multiple channels to ensure their message reaches their target audience and inspires them to take action.  One study even found that customers that receive outreach…

5 Marketing Tips From a Real Advisor

John Galego, the founder of Atlas Wealth Strategies, has found the ideal balance between marketing that works without requiring a lot of extra time or expertise. In a recent interview with FMG Suite’s Greg Woodbury, John went explained step-by-step how he established his marketing routine. (If…

Advisor Sees Immediate Results with The FMG Suite Email Campaigns Tool

Email Marketing Campaign for Financial Advisors For financial advisors, an email marketing campaign is a critical component of a successful marketing strategy. No other marketing tool can give you the ROI that email marketing can, making it one of the most productive and powerful marketing and…

Benefits of a Marketing Automation System

“The wonderful thing about marketing automation is that once you create the initial content, you simply forget about it and let it work its magic. Emails automatically get sent to any prospects who sign up for your updates. Social media posts get published on a schedule. That means you get back to…

Why This Advisor Says FMG Suite “Simplifies My Business”

Michael Reich, FSS, LUTCF, CLTC, is an Investment Adviser Representative at John Hancock Financial Network in Sarasota, Florida. He's a big fan of FMG Suite's simplicity and automation. See what he has to say about his experience with us: How did you learn about FMG Suite? I found out about your…

Marketing Manager Loves FMG Suite Usability

Kayla Gettle is the Marketing Manager for many LPL financial advisors and was more than happy to share her positive experiences at FMG Suite. She especially loves our user-friendly dashboard and pre-approved content. Read on to see what she shared with us: How did you first learn about FMG Suite…