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.

How Can I Provide a Higher Level of Client Service Through My Marketing?

In today's digital world where review services and public comments rule the Internet, client service and marketing must go hand-in-hand. Luckily, this is a benefit for advisors, who can use their marketing strategies to remind prospects and clients of their high level of service and communication.…

What is Native Advertising?

As defined by Small Biz Trends, native advertising is "a form of online advertising that matches the form and function of the platform on which it appears." But what exactly does this mean? In this week's marketing tip video, Brandon and Marina talk about the rise of native advertising and the…

Marketing Mistakes - Financial Advisors

What are Some Must-Haves For a Good Logo?

A logo is an essential component of your website, branding, and online presence. Within a single image, you represent who your firm is - whether you choose just to use your name as your logo or incorporate a design or tagline. This logo will travel with you for years, populating your social media…

How Do I Grow My Social Media Following?

One of the biggest questions in marketing is "how do I get more followers on social media?" It's easy to fall prey to numbers, because it makes us feel good about our efforts and helps us quantify our improvement. But how do you actually grow your following? And does it matter for advisors? In this…

Marketing Mistakes - Financial Advisors

What the Heck is the Client’s Journey?

"The client's journey" (also called the buyer's journey) is a term thrown around a lot in marketing, but what does it actually mean and do advisors need to care? In this week's marketing tip, Craig and Brandon define the "client's journey" and why advisors need to consider it in their marketing.……

What Can I Do to Make My Blog More Exciting?

It's estimated that there are more than 150 million blogs on the Internet. That number continues to grow - especially among businesses - for one main reason: people trust blogs. Studies show that 81% of U.S. consumers trust information and advice from blogs, and 61% have made a purchase based on a…

How Can I Save Time on Social Media?

Social media is one of the most important marketing tactics advisors can utilize. A Putnam Investments study shows that 81% of financial advisors use social media for business, with 79% of them gaining new clients through social media at an average annual asset gain standing at $4.6 million.…

What are Some Marketing Trends I Can Expect to See in 2017?

The only certainties in life are death, taxes, and new marketing trends. Strategies come and go, and what's popular this year may be replaced by a newer and bigger marketing tactic next year. As an advisor, it's important to stay up-to-date on the latest trends so you can know how best to spend…

Marketing Mistakes - Financial Advisors

I’m on a Limited Budget. How Should I Allocate My Marketing Dollars?

On average, small businesses like financial services firms allocate around 12% of their revenue for marketing. However, this may still not be possible for some advisors on a more limited budget. This leads many advisors to ask, how can I make the most out of my marketing dollars? In this week's…

What are Local Business Listings?

Local business listings refer to online directories where a business' vital information is listed, including contact information, address, website address, and (possibly) photos. Think of it as a modern version of the Yellow Pages. Having your business listed in as many of these business listings…