Getting Personal
When you talk to clients, they want to know that you are actually talking to them personally. They don’t want to be part of a blanket email campaign that’s not taking their daily lives into account.
In the News
In the News
FMG Receives Top Workplaces Award in The San Diego Union-Tribune
SaaS company recognized as a top place to work by the nation’s leading employer recognition program.
Be a Video Star
Video is undoubtedly one of the most powerful marketing tools. In fact, research from HubSpot shows that 54% of consumers want to see more video content from the brands and businesses they support.
In the News
Choreo Partners With FMG to Launch Canvas, a New Digital Marketing Platform To Support Financial Advisor Growth
New Offering will Enable Advisors to Automate Digital Marketing and Communications Efforts to Attract New Clients and Increase Engagement with Existing Ones
In the News
Conneqtor Partners with FMG to Facilitate the Implementation of Proven Marketing Best Practices in Independent Advisor Businesses
Industry leaders band together to spearhead advisor growth by drawing on Conneqtor’s proven training program and FMG’s easy-to-use, all-in-one marketing technology platform.
In the News
FMG Wins “Marketing Automation” and “Social Media Leadership” Categories at the 2022 WealthManagement Industry Awards
Marketing technology provider wins two categories in the prestigious industry awards program.
3 Must-Follow Copywriting Rules
By following a few copywriting golden rules, you can write an effective message while still saving yourself time. Read on to learn more about these five rules and how you can use them to improve your client communications.
In the News
FMG Takes Leadership Position in Artificial Intelligence Capabilities Through the Acquisition of Vestorly
Agreement expands the all-in-one marketing platform’s artificial intelligence (AI) capabilities to improve marketing opportunities for modern financial professionals.
Advisors’ Top 10 Questions About LinkedIn, Answered
Financial advisors are more connected digitally than ever before. And when it comes to prospecting and growing your business, social media is one of the best places to leverage your digital presence.
5 Tips For Client Communication During Times Of Volatility
Frequent communication is one of the most important ways you can establish trust with your clients. In fact, according to a recent McKinsey & Co. survey on global wealth and asset management, clients’ satisfaction with their financial advisor is directly correlated with the frequency of the advisor’s communications.