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.

Event with many people gathered around

How to Create a Memorable Client Event (With 10 Examples to Inspire Your Own)

While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. Between choosing a topic, venue, and theme, the possibilities are endless. Even better, with current technology, we're now able to host virtual events…

Marketing Mistakes - Financial Advisors

How Should I Prepare for My First Client Event?

Client events are a mainstay in most advisors' practices. They allow you to build stronger relationships with clients, offer education, network with potential referrals, and more. Many advisors have hosted many events over the years. But for those just getting started, it can be overwhelming. In…

10 Steps to Hosting Your First Client Event

Hosting your first client event can be scary. What if no one comes? What will you talk about? Will it be worth the time and money? With careful planning and thought-out presentations, hosting a client event can be memorable, productive, and fun. Let’s look at 10 steps you will need to do to make…

How Can I Better Promote My Client Events?

Client events are a great way to thank your clients and show how much you care about your relationship with them. If you aren't marketing your events beyond sending out an invite, you may not be getting the results and attendance you'd like. By using email, social media, and other marketing tactics…

FMG Suite Advisor Admin Update: Blog Tool and Event Builder

Over the past few months, we've been hard at work making a number of updates to our Advisor Admin. We understand the importance of blogging and events for many of our advisors. We want to make it easier for you to publish a blog and post and manage an event listing. Watch the video below to see how…

Generate Referrals With Client Events

We know that our "A" clients typically refer other "A" clients. But are you using client appreciation events geared towards your top tier clients to garner introductions to their friends and network? Watch this video to learn how to leverage social media to make the most of your events and how to…