Complete useful resource gives 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, in the present day introduced the discharge of its inaugural 2025 Advertising 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 monetary advisors lack an outlined advertising and marketing technique, creating one isn’t simply a bonus—it’s a necessity1,” mentioned Samantha Russell, Chief Evangelist at FMG. “Our 2025 Advertising Information goes past principle 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 gives in-depth methods throughout 5 important advertising and marketing pillars. Whereas the complete information accommodates a whole lot of actionable ideas, advisors will uncover sensible recommendation concerning areas together with:
1. Web site Optimization
- Remodel service descriptions into client-focused messaging (e.g., “We offer retirement providers” turns into “Your trusted useful resource for attaining retirement targets”)
- 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
- Interact with 4 posts earlier than sharing 1 of your individual, 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. Shopper and Prospect Communications
- Observe 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 varieties usually returned inside 5 minutes
- Phase communications by investing stage, retirement proximity, and life-style pursuits for focused messaging
4. Occasion Advertising
- Companion 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’ youngsters to occasions to deepen relationships throughout generations
5. Video Advertising
- File private introduction movies talking on to prospects’ wishes and challenges
- Movie consumer expertise walkthrough movies that demystify your course of and set expectations
- Maintain the background genuine with private touches like artwork items or household photographs to construct connection
“The 2025 Advertising 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 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 grow to be advertising and marketing specialists. They need sources and a companion that doesn’t simply inform them what to do, but in addition helps them truly do it.”
The information has already garnered constructive suggestions from early customers. “Following FMG’s advertising and marketing methods has remodeled our follow,” mentioned Chevonne Farler of TBH Advisors. “My AUM doubled in only one quarter—matching what beforehand took a complete yr to realize. We’ve streamlined our advertising and marketing so successfully that we now spend simply 1.5 hours month-to-month on these duties, liberating 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 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 contains detailed checklists, real-world examples, and extra sources, making it simple for advisors to implement methods no matter their advertising and marketing expertise degree. The information additionally addresses the evolving wants of monetary advisors serving digital-first millennials, who now management over $30 trillion in belongings.
The 2025 Advertising Information is the primary in what will probably be an annual collection, reinforcing FMG’s dedication to maintaining advisors forward of selling tendencies and technological advances within the monetary providers trade. If you want to request a replica, 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 best advertising and marketing techniques. FMG is headquartered in San Diego, CA, with satellite tv for pc places of work throughout america.
Sources:
1https://www.assetmark.com/weblog/financial-advisor-marketing-strategies
2YCharts 2024 Advisor-Shopper Communication Survey
