Digital marketing for financial advisors is finally coming of age. There are fewer and fewer financial advisors and wealth management firms out there that don’t recognize the need to step up their online marketing game. But many times, that’s where it stops. The majority of advisors simply don’t know where to start, what to do, how much to invest, or who to trust. Where to start with digital marketing for financial advisors Most advisors recognized that they need a financial advisor … [Read more...] about Digital Marketing for Financial Advisors Demystified
Financial Advisor Automated Marketing in FMG Suite
This is the third in a series of posts evaluating the popular financial advisor digital marketing platform, FMGSuite. This week, we’ll examine FMG Suite’s financial advisor automated marketing campaigns. Marketing automation capabilities are available across all four of FMG Suite’s product tiers, with more content and campaign types added at each progressive level. I’m going to forgo details regarding the individual content and campaign offerings because the most important premise is the same … [Read more...] about Financial Advisor Automated Marketing in FMG Suite
Financial Advisor SEO in FMG Suite
This is the second in a series of posts evaluating FMGSuite. In this post, I’ll take a look at the SEO aspects of the popular financial advisor digital marketing platform. Canned Content One of the most prominently promoted features of FMG Suite is a library of canned, FINRA-approved content that can be posted to the advisor’s website. Content that doesn’t have to go through regulatory review is certainly an attractive proposition to both advisors and broker-dealers, but … [Read more...] about Financial Advisor SEO in FMG Suite
Financial Advisor Branding in FMG Suite
In this, the fourth in a series of posts evaluating the popular financial advisor digital marketing platform, FMG Suite, we’ll take a look at how using it could help – or hurt – your financial advisor branding efforts. Differentiation While conducting the research for my post on financial advisor SEO in FMG Suite, I noticed that many of the pages looked quite similar to each other, as illustrated in the image below. Three sites hosted on the FMG Suite … [Read more...] about Financial Advisor Branding in FMG Suite
FMG Suite Review – Services
This is the first in a series of FMG Suite review posts evaluating the popular financial advisor digital marketing platform. A few weeks ago, the president of a wealth management firm I work with asked me for my impressions of FMG Suite, an online marketing platform built especially for financial advisors. As a consultant who specializes in helping financial advisors with digital marketing, this was well-trodden ground, so I thought I would gather my thoughts into a series of FMG … [Read more...] about FMG Suite Review – Services
