Complete useful resource supplies monetary advisors with sensible blueprints throughout 5 important advertising pillars to drive enterprise development.
SAN DIEGO, December 11, 2024 — FMG, a number one SaaS firm specializing in advertising content material, automation, and web sites for monetary advisors, at present introduced the discharge of its inaugural 2025 Advertising and marketing Information for Monetary Advisors. This complete useful resource transforms advanced advertising 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 technique, creating 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 concept to supply advisors with concrete, implementable steps throughout 5 essential advertising pillars, making it simpler than ever to execute efficient advertising methods.”
The information supplies in-depth methods throughout 5 important advertising pillars. Whereas the total information comprises a whole lot of actionable ideas, advisors will uncover sensible recommendation relating to 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 immediate 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 speedy doc completion, with types usually returned inside 5 minutes
- Section 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 increase attain
- Host seasonal occasions like Household Photograph Experiences or Winter Wellness seminars with chair massages
- Invite shoppers’ kids to occasions to deepen relationships throughout generations
5. Video Advertising and marketing
- Report private introduction movies talking on to prospects’ needs 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 pictures 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,” mentioned Susan Theder, Chief Advertising and marketing Officer at FMG. “With 75% of shoppers switching or contemplating switching advisors in 2023, and 79% wanting 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 into advertising specialists. They need assets and a accomplice that doesn’t simply inform them what to do, but in addition helps them really do it.”
The information has already garnered constructive suggestions from early customers. “Following FMG’s advertising methods has remodeled our follow,” mentioned Chevonne Farler of TBH Advisors. “My AUM doubled in only one quarter—matching what beforehand took a complete 12 months to realize. We’ve streamlined our advertising 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 one of the best practices we’ve discovered as an FMG Do It For Me buyer into actionable steps that ship actual, measurable development whereas sustaining the private 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 assets, making it simple for advisors to implement methods no matter their advertising expertise stage. 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 can be an annual collection, reinforcing FMG’s dedication to preserving advisors forward of promoting developments and technological advances within the monetary providers business. If you need to request a duplicate, click on right here.
About FMG
FMG is an all-in-one advertising platform that assists monetary advisors and insurance coverage brokers in attracting new leads, staying related with shoppers, and rising their companies. Constantly 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 methods and automate their handiest advertising techniques. FMG is headquartered in San Diego, CA, with satellite tv for pc places of work throughout america.