FMG

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

You've heard (or maybe experienced…) the madness around scoring tickets to the Eras Tour. But the real can’t-miss event this year is… the New Era at FMG! 😉 Join industry experts Samantha Russell and Susan Theder as they pull back the curtain on FMG’s wildly popular features that have advisors buzzing (and getting results!). Join for your all-access pass to: 💥 Industry-disrupting technology and features that save you time 💥 Marketing campaigns getting the attention of prospects 💥 Growth strategies with eye-popping ROI This is an opportunity to gain insights into staying ahead of the competition and experience FMG's innovations first-hand. You won't want to miss this inside look into the New Era at FMG. Secure your virtual front-row seat now! 🎟️

When it comes to your marketing, it's 🔑 that you're considering the big picture. However, sometimes small adjustments can have a huge impact. Susan Theder shared 7 quick and easy tactics with Financial Advisor Magazine that can make a big difference in your overall strategy. ✔️ Add a "Schedule Meeting" button to your LinkedIn profile Your social profile is often times an introduction to your firm's brand, so add a schedule meeting button can make it much easier for you to generate leads. ✔️ Add a calendar link to your website By adding a calendar link, site visitors can schedule and set meetings at a time that’s convenient for them which makes it much easier to turn prospects into clients. ✔️ Showcase your value Highlight your expertise to stand out from the competition. And one way to do this is by performing the 5-second test to ensure your visitors understand if they will benefit from your services, how your firm is different from others and what the next step is. ✔️ Claim your Google Business profile Make yourself more visible online and one way to do this is by claiming your Google Business profile. This is a place where you can put important information about your company so that people can find you in a quick Google search. ✔️ Share case studies Many people have never worked with a financial advisor before, so if you can demonstrate the ways you help people, visitors will know if you're the right fit. And a great way to do this is to include case studies on your site, and this is a great way to show leads how you can help them. ✔️ Spend time on the right social channels Social media is a great way to connect, but not every platform is the right one for you. The most important question you should ask is: Where is your target audience spending time and capitalize on that. ✔️ Use Canva to level up your marketing Using unique, branded imagery is a great way to boost your marketing, and Canva is a great tool for doing this. It's simple to use and has so many great templates to choose from! Want to learn more about each? Dive in here! 👉 https://hubs.ly/Q02zHqN80 #FinancialPlanning #WealthManagement #InvestmentManagement Evan Simonoff Eric Rasmussen Samantha Russell

Congrats to Wilde Wealth Management Group on the wonderful feature article in Barron's! Our team at FMG loves working with you on your website and marketing and loved reading about how so much of your success grew out of the incredible Father-Son bond between Trevor Wilde, AIF®, MBA and William Wilde! Check out the article here! 👉 https://hubs.ly/Q02zv5fx0 Amy Galli Susan Theder

For the first time since 2020, the number of Americans with an estate plan has DECLINED. Today, just 32% of Americans have an estate plan, down from 38% a year ago Why? The Top reasons for NOT having an estate plan: 🔸 Procrastination (43%) 🔸 Believing they didn’t have enough assets (40%) ^ And this misconception of "not having enough assets" has RISEN from 33% in 2022 to 35% in 2023. At the same time, estate planning is highly desired by families of all income levels. The Spectrem Group found: 🔸 While Almost ALL clients (93%) expect to receive estate planning assistance from their advisor, 🔸 Less than 1/4 report receiving it (22%) *Data comes from Caring.com’s 2024 Wills and Estate Planning Study. 👉Record numbers of baby boomers and business owners are retiring. 👉An estimated $30 trillion in wealth will transfer between generations. 👉The Gift and Estate Exemption Clock Is Ticking for 2 Million Families as the generous exemption limits from the 2017 Tax Cuts & Jobs Act will sunset at the end of 2025. 🚨Right now is the perfect time to create messaging and actively market your estate planning services to clients. Tomorrow at 2 PM Eastern, I'm hosting a workshop with FMG and Tim White and Danny Lohrfink of Wealth.com on "The Biggest Marketing Opportunity for Advisors: How to Capitalize on the Growing Demand for Estate Planning" You'll learn: 1. How new technology like Wealth.com is enabling advisors to incorporate much more robust estate planning into their practices - in a way that is memorable and marketable 2. How to market your estate planning services in a way that helps differentiate your firm and attracts the types of clients you most want to serve All who register will also get a 4 part estate planning email drip campaign that you can use (with any email system) to send to both prospects and clients: Register: https://lnkd.in/e2y8c9d4 #estateplanning #wealthmanagement #financialplanning

The Great Wealth Transfer is already happening with 95 million adults are expecting an inheritance (95M+) with an average value of over $738K. How can you capitalize on this transfer of wealth? Join Samantha Russell and Tim White tomorrow at 11 am PT/2 pm ET to find out how to capitalize on this growing demand for estate planning services at your firm. They have some incredible examples to share plus everyone who registers will receive a 4-part estate planning email series! We hope to see you there! 👉 https://hubs.ly/Q02zgGt30 #FinancialPlanning #WealthManagement #InvestmentManagement

The gap between what clients expect to receive from their advisor and what they actually get has never been wider. There is a huge demand for estate planning right now, and with demand comes a lot of opportunity. In fact, a Spectrum Financial Group study found that 93% of clients expect their advisor to offer estate planning, while only 23% of those same clients actually report receiving it. So, how can you capitalize on this? Closing that gap is crucial to 🚀 boosting your business, and we can help! Join Samantha Russell and Tim White for a 1-hour webinar on Tuesday, June 4th, at 11 am PT/2 pm ET as they share valuable insights on effectively incorporating and promoting estate planning services. ✨ And even if you can't make it, register anyways, and we will send you a 4-part estate planning email campaign plus the replay! We hope to see you there! 👉 https://hubs.ly/Q02z3XZT0 #WealthManagement #InvestmentManagement #FinancialPlanning