Notice something different about us? 😉
We are thrilled to announce our rebrand, so head on over to our website to take a look around. ➡️
Many thanks to
@wealth_mgmt
for sharing our story!
We're so excited about what's in store!
We had SO much fun at
#JoltConference
last week! 🎉
It was an incredible opportunity to hear from some of the brightest minds in the industry while learning new strategies to boost your marketing tactics.
We already can't wait until next year! ✌️
Still not sure you should register for our Women in Financial Services webinar on Thursday? Let our panelists
@SonyaDreizler
,
@noneal510
, and
@CHIP_pros
convince you!
#ExchangeETF
is happening in sunny ☀️ Miami and
@SamanthaTwenty
and
@LaraCrigger
chatted all about the biggest marketing opportunities for advisors.
Plus they shared some 🔥 examples sure to inspire!
What was your favorite part of their session?
We'd ❤️ to know!
It was a fantastic night at
@wealth_mgmt
's
#Wealthies
!
@stheder
represented our amazing team, and we're thrilled to have won for "Social Media Leadership!" 🌟
We're incredibly passionate about this and can't wait to keep it going!
Congrats to all the other winners! 👏
Who will be in Denver for
@LPL
’s
#LPLFocus
?!
@SamanthaTwenty
will be there sharing her 🔥 marketing tips (when she’s not channeling her inner bear. 😂) ⬇️
The fun kicks off tomorrow and we can’t wait to see you!
Are you scared of the bear?
The bear (market 😉) is here, but 5,000+
@LPL
advisors are in Denver this week working on protecting investors from it
#LPLFocus
It's chilly outside, but our "Trending This Tuesday" article is 🔥.
This blog offers everything from social design tips to marketing campaigns and more. 👉
Ft:
@socialmedia2day
The Advisor Lab
@enewslink
The Podcast Factory
@sjaycoulter
@ProudMouth_
As an advisor, you know the importance of data 📊.
@SamanthaTwenty
joined
@DerekNHNotman
&
@asset_map
on the Rethink. Financial Advice podcast 🎙️where they broke down what it takes to set yourself apart, how to make your firm marketable & more!
👉
We are ecstatic to announce
@SamanthaTwenty
as our new Chief Evangelist.
In her new role, she will be a thought leader, industry evangelist and advisor educator for the FMG Suite family of companies, including recently acquired
@twentyoverten
. Welcome!
Did you know that 92% of investors expect to get tax planning advice from their advisor, but only 22% get it?! 🤯
Learn best practices for integrating this service on February 9th at 10 am PT/1 pm ET when
@SamanthaTwenty
goes live with
@Holistiplan
➡️
🚨 Let's get ready to ruuuuumble 🚨
We decided to have some
#fintech
fun this
#MarchMadness
. Welcome to the WealthTech Sweet 16.
Round 1 is open today and tomorrow.
Hit the link to vote for your favorites...👼
or to vote against your nemesis. 👹
How do we remedy this as an industry?
🚨 👉 Content Marketing 👈 🚨
When someone watches your videos and reads your words...it immediately helps put them at ease.
@SamanthaTwenty
will be going LIVE at
#T32022
on May 3rd to talk more about this.
We hope to see you there!
It’s no secret that building connections with clients is a big part of your financial planning.
How can you successfully do this?
@TorieHappe
&
@DeirdreVanNest
share how you can connect w/ clients through authentic storytelling.
👉
@ThreeCrownsLLC
We are so sad
#FutureProofAC
has come to an end, but what an amazing event!
Hats off to you,
@FutureProofAC
for doing such great job! 👏
We had the best time connecting with so many awesome people and seeing really great panels.
See everyone next year! ✌️
And…that’s a wrap on the world’s first wealth festival!We’re over here processing a thousand emotions: 😭🤩🤯🥰😎 but most of all, we’re so grateful to everyone who made
#FutureProofAC
happen.
Til next time, Huntington Beach…
Cue the confetti 🎉the new FMG Suite Mobile App is here!
We’ve made it easy to manage your marketing in 3 minutes or less, all from the palm of your hand.
Get all the details here:
Who is excited for
@FutureProofAC
?
We know we are! And our very own
@SamanthaTwenty
is among this AMAZING speaker lineup.
Join us in Huntington Beach, CA on September 11-14, 2022 for an awesome "wealth festival" with industry leaders.
Learn more here:
We've discussed the importance of your website passing the 5-second test...but what if you serve multiple niches?
How can you display that in a succinct way?
@stheder
&
@SamanthaTwenty
share how your tagline can speak to multiple segments & how to entice them to learn more.👇
One of the top growth opportunities for advisors is in tax planning.
Why? 🤔
Retirement is a long way in the future, but taxes come up every year.
If you offer tax services,
@samanthatwenty
&
@TorieHappe
will show you how to market them on Feb. 8th.
Want to find out how to drive real results from your social strategy in 2023?
Join
@SamanthaTwenty
@DerekNHNotman
&
@TKopelman
this Thursday at 10 AM PT/1 PM ET to find out how.
Their tips are actionable yet simple, so save your seat right here!
Congrats to
@SamanthaTwenty
on her new role as Chief Evangelist of
@FMGSuite
!! 🎉
We are excited to see her continue to use her strengths in digital marketing to empower even more financial advisors to grow their practices. 🤩
Learn more ➡️
To get the most out of your marketing, make sure you are factoring in important age triggers.
And to learn exactly how to implement this, join us TOMORROW at 11 AM PT/2 PM ET to get all the details. 👉
If you're curious how the
#fintech
landscape is changing for advisors, and where your biggest weaknesses might lie, check out this episode with
@JominBishop
of
@Wealthbox
!
The
@t3techhub
results are here! Honored to achieve
#1
in market share and
#2
in customer satisfaction! And three cheers to
@twentyoverten
for their high marks as well! 🕺
From July 24th to July 27th, we’ll be in Denver ⛰for this year’s
@LPLFinancial
's
#LPLFocus
!
Will we see you there?
We can’t wait to connect 🤝with industry leaders while hearing from so amazing speakers.
Learn more here. ➜
Join us May 10th for our upcoming webinar with
@FMGSuite
“Leveraging Age Milestones to Exponentially Grow Your Business.” We'll discuss:
💡 15 age milestones that matter
💡 Ideas to help you grow your biz
Register today:
How can you stand out?
There are A LOT of posts out there, and
@nikicl
caught up with
@MattHalloran_
to share how to stand out on social and "stop the scroll."
What stops your scroll? 👀
@nikicl
of
@FMGSuite
shares easy ways to make your posts pop – so you can catch & hold your audience’s attention👇
#BeYourOwnLoud
The countdown is on! ⏳
Join us along with so many financial professionals and thought-leaders in Dallas, Texas May 2-4 for the
#T32022
Conference.
Follow this link to register and learn all about the latest in fintech and industry innovation. ➡️
Who wants to join
@SamanthaTwenty
&
@stheder
for a webinar next Wednesday?! (here they are with some surprise guests 👶🏼 👧🏼 🐩 !)
They'll be sharing the exact recipe for webinar success!
Not only will you learn something, but you'll have fun! 🤩
➡️
74% of financial advisers who use social media for business were able to establish new prospect relationships or sign new clients during the Pandemic,
-Putnam Investments Social Advisor 2020 Study
7 Social Media post ideas Proven to Work for advisors:
We had the best time at
@wealth_mgmt
EDGE this week!
As if connecting with leaders to learn how to boost your business wasn’t amazing in itself, it was in a great location. 🏝
@SamanthaTwenty
shared some 🔥 marketing tips, such as how to build a personal brand on social.
How can you connect better on social?
@TKopelman
and
@MattHalloran_
discussed the types of posts you should be sharing to really draw your audience in and grow your business.
Are your posts pulling people toward you, or pushing them away? If you’re trying to sound smart, it might be the latter...
Catch some inspiration from
@TKopelman
. Here’s why he keeps his posts simple👇
#BeYourOwnLoud
Are you following us on Linkedin?
If not you better go, go, go!
We're giving away 5 🎟️ to
#AdviceTechLIVE
and entering is SUPER simple.
Get instructions & enter here:
Big News! 🎉
We are THRILLED to announce that we have won “Best Overall FinTech Mobile App” in this year's
@FinTech_Awards
!
Learn all about this app that is allowing advisors to share timely content at the click of a button. ➡️
Join
@SamanthaTwenty
and
@TJunior1014
in just 2 days!
They're sharing exactly what it takes to capture more leads from your website in 2023 and beyond!
Learn more and sign up below.
This Thursday:
@FMGSuite
+ Asset-Map Webinar
Join marketing experts from these two companies as they show you how to turn your anonymous website visitors into actual leads (with actual examples).
Register today:
#advisormarketing
#fintech
#wealthtech
A huge thank you to Tyrone V. Ross Jr.
@TR401
and everyone who joined his call for gift cards at
#T32020
. We are so
#thankful
for your generosity. We received ALL these less than an hour ago and have already started using them to help kids in need!✨
#sdyouthservices
#sdys
#give
We've got a lot of exciting things going on, and we think that texting is going to be the way of the future when it comes to connecting with clients and building a relationship!
That's why we're so excited about
@MyRepChat
!
@stheder
shared some insight in this quick video!
When it comes to your communication approach, are you losing or retaining clients?
The way advisors connect has drastically changed, so how can you keep up?
@SamanthaTwenty
&
@Sean_YCharts
broke down what you should be doing in our recent webinar.
👉
Are you at the
#OneVoice2022
conference?
Be sure to swing by the West Wing Foyer for the Marketing Track Sessions and say 👋 to Amy Galli and
@stheder
.
Amy and Susan picked out a “suite” giveaway… Stop by to see what it is! 😎
Will we see you at the World's Largest Wealth Festival next month!? 😎
@SamanthaTwenty
will be sharing some of her marketing expertise at
#FutureProofAC
in Huntington Beach, CA.🏖
Come see her along with so many other amazing speakers on September 11-14.
See you then! 👋
It's safe to say that
@stheder
and Dave Christensen crushed it up there!
The examples they provided were second to none and it's amazing to see the before and afters, and how just a few simple tweaks can make a 🌎 of difference in your marketing strategy.
@t3techhub
Today’s
#AdvicetechLIVE
event is covering 3️⃣ main topics including:
1. Advice Accessibility
2. Financial Wellness
3. Client Engagement
We can’t wait to dive right in!
Our webinar yesterday with
@SamanthaTwenty
and
@Sean_YCharts
was one for the books! 🙌
They covered everything you need to know to start converting more prospects into clients.
Did you miss it? Not a problem!
We've got the replay & slides right here:
How good was today’s marketing summit?!
@MichaelKitces
and
@DefineFinancial
pulled out all the stops.
They had some amazing conversations with advisors where they shared really great behind-the-scenes information.
We can’t wait for next year! 🎉
Lights, camera, panic? Not if you attend our next webinar presented by
@SamanthaTwenty
, who will help you tackle your first marketing video with ease!
Implementing video into your social media marketing is a great way to connect with your audience and provide them with pertinent information.
How can you best do this? 🤔
@socialmedia2day
shares tips for using video on each platform in this infographic.
Podcasts are a great way to connect with different people while sharing these conversations with others.
@FinAd_IQ
caught up with
@Lawrence_Sprung
of
@MitlinFinancial
to discuss the podcasts and the interesting guests he has had on it. 👉
Attention
@LPL
advisors: don't forget to stop by and say hello to FMG Suite! Our team will be on hand to show you around the platform, answer your questions, and help you upgrade your marketing.
#LPLFocus
Day 2 of
#LPLFocus
is kicking off shortly!
Who is ready for another awesome day?!
Make sure you swing by our kiosk
#21
to enter our drawing for a special giveaway.
And let's just say it has the potential to make a big impact on your marketing. 🥳
Join
@Samanthatwenty
&
@Sean_YCharts
on 3/21 at 11 am PT/2 pm ET, where they will be reviewing
@ycharts
' research on client comms, sharing the importance of a 💪 comms strategy for retaining clients & growing 🚀 your business!
Save your seat!
Get the most out of your social strategy by mastering LinkedIn.
Join
@stheder
@SamanthaTwenty
and
@wealth_mgmt
on June 8th at 11 am PT / 2 pm ET and learn how to optimize your profile, share the right content and more.
Save your spot. 👉
Congrats to our very own
@SamanthaTwenty
for being named a 2021
#TALUMINARIES
and to everyone else on the list. We can't wait to see how you all continue to drive the industry forward. 🎉
We are thrilled to recognize Samantha Russell of
@FMGSuite
as a member of
@ThinkAdvisor
’s Class of 2021
#TALUMINARIES
awards program in the Thought Leadership category. Congratulations! Read the full list of winners » |
@SamanthaTwenty
"Wouldn’t it be nice to actually attract prospects off social media?"
Well, you absolutely CAN!
In this
@ProudMouth_
episode,
@MattHalloran_
chatted with
@TKopelman
to find out how.
It's a great episode that you definitely want to check out!
➡️
In this week's Trending This Tuesday, we're sharing articles on:
📄 How to create content marketing assets
✍️ Getting started at content creation
💡 Marketing strategies & improving your digital presence
📊 Understanding Google Analytics (GA4)
➡️