FMG

🌟  Exciting News! 🌟 Advisor360° has just rolled out a full integration with FMG, bringing a new level of efficiency and innovation to financial advisors. With 43% of registered investment advisors (RIAs) asking for better marketing capabilities, according to recent research from Advisor360°, this partnership couldn't come at a better time. Key benefits: 🔷 SSO access to FMG’s premium website package 🔷 Integration with Advisor360°’s workflow engine and document vault 🔷 Streamlined compliance with SEC Rule 17a-4 compliant vault 🔷 Enhanced client and prospect communication “FMG’s suite transforms advisor-client engagement,” said at Mat Mathews, Chief Product and Engineering Officer of Advisor360°. "Together, we offer an end-to-end client relationship solution,” added Susan Theder, FMG’s Chief Marketing and Experience Officer. #Fintech #FinancialAdvisors #ClientEngagement #MarketingAutomation #Advisor360 #FMG #Innovation #Martech

Check out these simple yet 🔥 marketing tips from Niki Clark, FPQP! 👇 What's so great about them is that they are easy to implement and can make so much difference!

What Should Financial Advisors Post on Social Media? Here are 10 Content Ideas Proven to get Engagement (that work for Blogs, Podcasts, Videos or Posts) 👇 1. Your take on recent news headline 2. Summarize impact of news 3. Interview an Expert 4. Answer very specific question 5. Q & A w/ team member 6. Should I do X or Y? 7. How to X 8. Listicle 9. What is the difference between X & Y 10. Top Mistakes X make 🔴 Already have a blog, podcast or video that follows the format of one of these, but need help turning it into a stand-alone, zero-click social post? Share it in the comments below and I'll help you write a post to repurpose your content as a great social post! And if you'd love to learn more about how we at FMG can help you with your content marketing - join us tomorrow at 2 PM for "FMG's New ERA: See what the Buzz is all about" I"ll be going LIVE with Susan Theder and we'll be showing you FMG’s wildly popular "Do It For Me" content marketing program + a ton of our other new tools and features that have advisors buzzing (and getting results!) Content Featured in this video from: Nick Maggiulli Taylor Schulte, CFP® The Financial Gym Benjamin Brandt CFP® Kyle Moore, CFP® Chad Chubb CFP®, CSLP® Nic Nielsen, CFP®, CLTC® Rianka Dorsainvil, CFP® Lazetta Rainey Braxton, MBA, CFP® Larry Heller, CFP®, CDFA®, CPA

Last week's webinar with Samantha Russell Susan Theder and Elise L. was AMAZING! 🤩 Just look at the comments coming in! It was so much fun, and we had the best time giving away free swag and prizes to the audience! Thank you to everyone who joined, and we will be sharing the webinar replay link later! But seriously, if you are looking to add webinars to your marketing strategy, attendee engagement makes all the difference! And if you missed it, not a problem! You can catch the full replay here. 👉 https://lnkd.in/eNN_QvEh

Our last webinar with Wealthbox was such a hit that we had to have an encore! 👏 Join Elise L. and Jenna Ghibaudy TOMORROW as they share the ins and outs of marketing, specifically lead generation, sharing how to streamline your marketing and grow your business. We can't wait to see you! ➡️ https://hubs.ly/Q02C2QjT0 #FinancialPlanning #WealthManagement #InvestmentManagement

Looking to supercharge ⚡️ your marketing strategies? Look no further than our webinar with Wealthbox on Tuesday, June 18th at 11 am PT/2 pm ET! Elise L. and Jenna Ghibaudy will share what it takes to take your firm to the next level, including: ✅ Marketing strategies that really work and turn clients into raving fans 🖥️ Techniques and strategies to create an A+ website 🚀 Lead generation strategies to implement to grow your business ⏰ Marketing support options to free up time…and more! Save your spot here! 👉 https://hubs.ly/Q02BS0h_0 #FinancialPlanning #WealthManagement #InvestmentManagement

Ready for a brand new type of webinar from FMG? Then join Susan Theder and Samantha Russell this Thursday at 11 am PT/2 pm ET, as they will be taking the stage LIVE to share all the exciting things happening at FMG! They'll be discussing: 🤖 AI tools you can use to create content, right on your phone 🎥 Video features that make sharing videos a breeze 📥 Marketing drip campaigns getting the attention of prospects 📝 Content strategies with eye-popping ROI 🖥️ Website shortcuts to make your life so much easier Ready for your all-access pass? Save your spot here! 👉 https://hubs.ly/Q02B8trW0 ✨ There will be SWAG and PRIZES plus live Q & A where they answer your biggest marketing questions! We hope to see you there! 👋 #WealthManagement #InvestmentManagement #FinancialPlanning

As an advisor, boosting your SEO is key to showing up online and driving more traffic to your site. So, how can you do this? 🤔 Susan Theder recently shared insight with Financial Advisor Magazine as she touched on 5 best practices for driving traffic to your website. 🗺️ Think local Think of how your prospective client is likely going about searching for an advisor. What words and phrases might they use? Most advisors appear in local searches—when people ask for things like “the best financial advisor near me.” That means it’s critical to make your location clear throughout your website. 📊 Set up analytics Aside from your Google Business page, set up Google Analytics and Google Search Console to better understand how your website ranks. What's even better about these analytic tools are that they are FREE. 🔑 Select the right keywords When people look for financial advisors, they’re usually looking for someone who understands their specific needs. That means your content should include keywords and topics so you can showcase your expertise and attract your ideal clientele. ✍️ Create content that has an impact Create content that attracts your ideal clients, so write about topics that they would be interested in or that speak to their pain points. In addition to the correct keywords mentioned above, think about the types of content format that is being used and look for areas of opportunity. What topics do people want to learn more about? Create content that shares more or answers important questions. 🔗 Harness the power of backlinks High-quality links can do wonders for driving traffic to your website, and some ways to encourage others to link to your content is to create high-quality content, network with influencers and offer to share other peoples' content. 👉 https://hubs.ly/Q02B4JjZ0 #WealthManagement #InvestmentManagement #FinancialPlanning

If you're ready to grow your business with effective marketing strategies, Samantha Russell has all the insight for doing this! Join her this week on Thursday, June 13th for the goRIA Virtual Summit! Learn more below 👇 and save your spot! 💫 We hope to see you there!

My 6 year old daughter Grace wanted nothing more than tickets to Taylor Swift for her birthday. Unfortunately, I didn't make that happen -- but I DID throw her a Taylor Swift- themed birthday party instead, complete with bracelet-making, glitter makeup stations, and me leading fifteen 6 year olds in a choreographed dance routine 😂 Besides, it may have been madness to get tickets to Taylor Swift's Eras Tour.... But the real can’t-miss event this year is… 🥁 🥁 🥁 ....The NEW ERA at FMG! 😉 Over the last year, anytime I have demo'd FMG 's platform... I get comments like "Wow I didn't know you had that feature!" or "It's been a few years since I've taken a look at the platform - this is amazing!" So Susan Theder and I decided this new era at FMG deserved it's own show. 🎤 We will be taking the stage LIVE on Thursday for a completely fun and different event (and I may even let my daughter Grace pop on camera in her glitter and say "Hi" for her own Swiftie ERAs moment! ha). We will pull back the curtain on FMG’s wildly popular features that have advisors buzzing (and getting results!). We'll have SWAG and PRIZES plus live Q & A on all your burning marketing questions. Join for your all-access pass to see: 💥 AI tools you can use to create content, right on your phone 💥 Video features that make sharing videos a breeze 💥 Marketing drip campaigns getting the attention of prospects 💥 Content strategies with eye-popping ROI 💥 Website shortcuts to make your life so much easier PLUS see how we make it easy to: - Host webinars & events with pre-made slide decks, landing pages and invites - Integrate Canva images into your posts - Start making Instagram Reels - Turn on automations to never miss client milestones (like birthdays) - Always have an email or social post ready to go out to clients when news breaks Whether it's been a while since you've taken a look at FMG or you use it but need refresh on all the amazing tools and content now included -- this is for you! 🎟️Secure your virtual front-row seat now! https://lnkd.in/eUVYr7Me Karissa Hinton Scott White Dave Christensen Julie Johnson Tina Powell Matt Halloran Diana Cabrices Stephanie Heath April Rudin