FMG

MARCH 4, 2024

Email marketing is still one of the most effective ways to reach your clients and prospects. According to Forrester , people are twice as likely to sign up for your email list as they are to interact with you on Facebook. What Should be Included In a Financial Advisor Newsletter?

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Indigo Marketing Agency

APRIL 2, 2024

How can financial advisors effectively segment their email lists for targeted campaigns? Segmentation is the process of dividing your email list into smaller groups based on specific criteria, such as demographics, client needs, or behavior. Emails sent to your audience can be about anything.

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FMG

JANUARY 5, 2023

According to the YCharts Client Communication Survey , email is the preferred communication channel for the majority of clients, and frequency and style of communication are essential to client retention. So, how often should financial advisors email their clients? The Importance of Sending Frequent Emails.

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Sara Grillo

FEBRUARY 9, 2024

There are numerous ways to deal with this but in this blog I’m going to provide you with two non-blowoff-able ways for financial advisors to follow up with prospects. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors.

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FMG

NOVEMBER 20, 2023

The holiday season is upon us, and that means that financial advisors should start thinking about their advisor holiday marketing strategy. In our case, financial advisors should be making use of the holiday season to market their advisory.

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FMG

FEBRUARY 2, 2023

When it comes to driving more leads to your advisor website, however, how do you do this? Define Your Niche First things first, figure out who your audience is because once you do that, you can figure out how to cater your content to better serve them. you have a limited amount of time to engage visitors.

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FMG

JANUARY 2, 2023

Webinars provide a great opportunity for advisors to create high-quality content while promoting their brands and services. How Should You Prepare For Your Webinar? Identify your technology (and test it). Start mapping out your presentation and agenda. When Should You Have Your Webinar? Choose a title/topic.

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