FMG ’s Post

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

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. Closing that expectation gap is critical to grow your business. So, how can you do this? Join us next week on Tuesday, June 4th, at 11 am PT/2 pm ET as Samantha Russell, and Tim White will provide valuable insights on effectively incorporating and promoting estate planning services. Learn more and sign up below.👇 We hope to see you there! 👋

Have you ever wondered what it takes to build a website that converts more leads into clients? If you answered yes, today's webinar is for you! 🎊 Samantha Russell and Susan Theder will be joined by Kelly Waltrich of Intention.ly and Melissa Thomas of Advisor Brand Builder at 11 am PT/2 pm ET, for an exciting webinar where they will be breaking down how to create a website that converts and how this will benefit your overall brand strategy. We're excited to dive in, and we hope that you can join us! Save your seat! 👉 https://hubs.ly/Q02yQNM90 💫 And even if you can't join, register anyway, and we will send a replay plus a helpful resource directly to your inbox! #WealthManagement #InvestmentManagement #FinancialPlanning

FMG will be closed today as we take the time to honor those who made the ultimate sacrifice for our country. And thank you to those who are still serving. 🇺🇸

As we head into the long weekend, we just wanted to share a comment from one of our customers that just made our day! Thank you for the kind words, Michael Allison, CFA, CFP® 🤩 Nothing makes us happier than when our customers are happy, so we just had to share!

As an advisor, you don't have a lot of time to make an impression. So, how can you create a website that showcases your brand and makes your prospects want to learn more? 🤔 Join Samantha Russell Susan Theder Melissa Thomas and Kelly Waltrich next week on Wednesday, May 29th at 11 am PT/2 pm ET as they discuss what your website needs to pass the 5-second test, strategies for crafting a compelling brand message and more! 👏 Whether you're looking to revamp your existing website or build one from scratch, we’ve got the insights and steps you need to create a website that passes the 5-second test and turns prospects into clients.

As an advisor, you're always looking for ways to reach your target audience. And a great way to do this is to create content that stands out. So, how can you increase your content visibility? We've got 5 tips to help! 🗓️ Create a consistent schedule The more consistent you are with posting content, the greater the visibility it’ll have. And it keeps you from scrambling last minute to share content. Your audience will come to expect work from you, so keep it consistent! ✏️ Produce quality content You want to showcase your expertise and show that you are a proven thought-leader, so make sure you're putting out content that connects. What topic would your audience be most interested in? Write about things like that so they can look to you for answers. 📱 Leverage social media Sharing your content on social is a great way to get more eyes on your content. And when you comment and engage with others, that puts your work in front of even more people. Social media is exactly for that...being social! So, make sure you're making the most of it. 🔍 Optimize your content with SEO SEO allows advisors to optimize their content to rank well in the search results and reach a larger audience. Some tips for optimizing your content for SEO are: ✔️ Do keyword research ✔️ Target keywords in your content ✔️ Optimize content for desktop and mobile ✔️ Use alt text for images ✔️ Write unique titles ✔️ Use internal linking 💰 Use paid promotions for content Every social media has a place where you can pay for ads or sponsored posts to share your content and have it reach a large audience, and using your money strategically to boost certain things can be a great idea! Want to learn more? Get all the Insight here. 👉 https://hubs.ly/Q02yfB8F0 #FinancialPlanning #WealthManagement #InvestmentManagement

In today's digital world, you only have 5 seconds to make a lasting impression. If your website doesn't clearly communicate who you serve, what makes you different, and how you help solve their problems, visitors will quickly move on. So, how can you create a website that impresses and showcases your brand? 🤔 Join Samantha Russell Susan Theder and brand strategy masterminds from and Advisor Brand Builder and Intention.ly, Melissa Thomas and Kelly Waltrich on May 29th at 11 am PT/2 pm ET as they share what it takes to boost your brand and overall online presence. Don't miss this one! ➡️ https://hubs.ly/Q02y5MN00 You'll walk away learning: ⏰ The essential elements every website needs to pass the 5-second test 💡 How a refreshed brand strategy can make or break the effectiveness of your website ✅ Proven strategies for crafting compelling brand messaging that resonates with your ideal clients 🖥️ Real-life before and after examples of advisor brands and websites #FinancialPlanning #WealthManagement #InvestmentManagement

Last week's Wealth Management EDGE conference was AMAZING!! There were so many smiling faces and industry thought-leaders, and it was GREAT to have Samantha Russell back on stage!! 🤩