Complete useful resource supplies monetary advisors with sensible blueprints throughout 5 important advertising and marketing pillars to drive enterprise development.
SAN DIEGO, December 11, 2024 — FMG, a number one SaaS firm specializing in advertising and marketing content material, automation, and web sites for monetary advisors, at this time introduced the discharge of its inaugural 2025 Advertising and marketing Information for Monetary Advisors. This complete useful resource transforms complicated advertising and marketing challenges into actionable methods, equipping advisors with sensible instruments to thrive in an more and more digital panorama.
“In an period the place analysis reveals that 80% of economic advisors lack an outlined advertising and marketing technique, growing one isn’t simply a bonus—it’s a necessity1,” mentioned Samantha Russell, Chief Evangelist at FMG. “Our 2025 Advertising and marketing Information goes past idea to supply advisors with concrete, implementable steps throughout 5 essential advertising and marketing pillars, making it simpler than ever to execute efficient advertising and marketing methods.”
The information supplies in-depth methods throughout 5 important advertising and marketing pillars. Whereas the total information incorporates tons of of actionable suggestions, advisors will uncover sensible recommendation concerning areas together with:
1. Web site Optimization
- Rework service descriptions into client-focused messaging (e.g., “We offer retirement providers” turns into “Your trusted useful resource for reaching retirement objectives”)
- Create a high-converting homepage with scannable content material and a most of two clear calls-to-action
- Embody distinctive dialog starters (like workplace pets) and video introductions to construct on the spot connections
2. LinkedIn Technique
- Personalize each connection request with related context from their profile or shared pursuits
- Have interaction with 4 posts earlier than sharing 1 of your personal, specializing in considerate feedback that invite dialogue
- Share zero-click content material utilizing carousels and embedded video to maintain the viewers engaged on the platform
3. Consumer and Prospect Communications
- Monitor consumer hobbies in CRM to ship customized life-style content material aligned with pursuits like wine, cooking, or golf
- Use texting for fast doc completion, with types usually returned inside 5 minutes
- Phase communications by investing stage, retirement proximity, and life-style pursuits for focused messaging
4. Occasion Advertising and marketing
- Associate with native professionals (property attorneys, tax specialists) for joint webinars that develop attain
- Host seasonal occasions like Household Picture Experiences or Winter Wellness seminars with chair massages
- Invite shoppers’ youngsters to occasions to deepen relationships throughout generations
5. Video Advertising and marketing
- File private introduction movies talking on to prospects’ wishes and challenges
- Movie consumer expertise walkthrough movies that demystify your course of and set expectations
- Preserve the background genuine with private touches like artwork items or household images to construct connection
“The 2025 Advertising and marketing Information represents our dedication to offering advisors with not simply the ‘what’ however the ‘how’ of efficient advertising and marketing,” mentioned Susan Theder, Chief Advertising and marketing Officer at FMG. “With 75% of shoppers switching or contemplating switching advisors in 2023, and 79% needing extra frequent communication, we’ve created a useful resource that instantly addresses this problem with sensible, implementable methods.2 Advisors don’t have time to turn out to be advertising and marketing specialists. They need sources and a companion that doesn’t simply inform them what to do, but additionally helps them really do it.”
The information has already garnered optimistic suggestions from early customers. “Following FMG’s advertising and marketing methods has remodeled our observe,” mentioned Chevonne Farler of TBH Advisors. “My AUM doubled in only one quarter—matching what beforehand took a complete yr to attain. We’ve streamlined our advertising and marketing so successfully that we now spend simply 1.5 hours month-to-month on these duties, releasing up invaluable time to deepen consumer relationships. This information distills all the very best practices we’ve realized as an FMG Do It For Me buyer into actionable steps that ship actual, measurable development whereas sustaining the non-public contact our shoppers deserve. FMG Do It For Me has been an integral a part of our success.”
Every part of the information consists of detailed checklists, real-world examples, and extra sources, making it straightforward for advisors to implement methods no matter their advertising and marketing expertise degree. The information additionally addresses the evolving wants of economic advisors serving digital-first millennials, who now management over $30 trillion in property.
The 2025 Advertising and marketing Information is the primary in what might be an annual sequence, reinforcing FMG’s dedication to preserving advisors forward of promoting developments and technological advances within the monetary providers trade. If you need to request a duplicate, click on right here.
About FMG
FMG is an all-in-one advertising and marketing platform that assists monetary advisors and insurance coverage brokers in attracting new leads, staying linked with shoppers, and rising their companies. Persistently rated first in market share and buyer satisfaction from 2019 to 2023 within the T3 Software program Survey Report, FMG helps its clients develop complete advertising and marketing methods and automate their handiest advertising and marketing ways. FMG is headquartered in San Diego, CA, with satellite tv for pc workplaces throughout the USA.
