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?

When Marketing Automation Fails

As advanced as marketing automation softwares have become, there is still room for error. Even large corporations make mistakes when it comes to automated emails and social media, which is why it’s important to look at what automation should do for your marketing strategy and where it has the…

3 Ways Financial Advisors Can Advertise on LinkedIn

While many service professionals may think of LinkedIn as merely a place to house their online resume, it can serve as a much more dynamic social media. You can create a business page, post your own blog posts, and share content from people that you follow. In addition to using LinkedIn to grow…

3 Ways Financial Advisors Can Advertise on Twitter

Depending on your goals, Twitter offers different ad campaigns that accomplish different things. For example, their website click campaign’s goal is to gain website traffic, while the followers campaign’s goal is to increase followers on your profile. Here, we’ll look at three ad campaign…

How to Stay Organized with Your Social Media & Marketing

If you’re like most people, you probably have at least five tabs open on your computer at one time. You may be managing your email, social media platforms, client information, and the live scores for the game on TV. With all this bouncing around, keeping your content organized is likely the last…

What are Hashtags and How Do I Use Them in My Social Media Marketing?

A hashtag is a word or phrase following the pound sign (#) used to identify a message regarding a specific topic, typically a trending topic or a topic people are searching for, such as "recipe" or "GameofThrones." Hashtags are powerful, particularly on Twitter. Posts with hashtags get 60% more…

What in the World is Social Visual Content?

To some beginning marketers, words like social media marketing, social content, and content marketing are swirling around in their heads, bumping into each other along the way. We understand the challenges service professionals face when they attempt to take control of their marketing efforts,…

No One’s Interacting with My Social Media. Help!

It’s happened to all of us. We work hard to maintain a social media presence but we haven’t yet reaped any rewards. Why isn’t anyone commenting on, responding to, or sharing your posts? In our latest marketing tip, we share the number one reason why no one is interacting with your…

social media creativity

3 Simple Ways to Boost Engagement Rates

They say a picture is worth a thousand words, so how many words is an infographic worth? How about a video? Studies show that readers are more likely to retain information presented visually rather than merely through text, which is why it’s important to add visuals to your website and social…

How an Advisor Landed a $2 Million Account Using FMG Suite

It’s not uncommon for us to receive amazing feedback from our clients, many of whom share incredible success stories. From building an influential online presence to gaining new clients to landing million dollar accounts, financial advisors using our marketing automation platform see results from…

Can I Post Too Much on Social Media?

A lot of services professionals we work with are concerned about posting too often on social media. They worry they’ll annoy their fans and followers. However, through our experiences, we’ve discovered some interesting trends when it comes to social media posting frequency. In our latest marketing…