Browsing Tag

financial professionals

FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule

Fintech Industry Leader Unveils Solutions to Address Growing Digital Marketing Needs for Financial Professionals FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten today announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing. Largely untouched for decades, the SEC's modernized marketing rule now permits investment advisors to use testimonials and…

Client Communication Trends Taking Over the Financial Planning Industry

The coronavirus pandemic has impacted nearly every facet of the financial planning industry, but the biggest change may be to the way that financial professionals communicate with their prospects and clients. In March, venture capital firm Sequoia wrote a note to founders about planning for the post-pandemic future. Their guidance was to stay deliberate, but optimistic. To steal their metaphor: When approaching a corner on a racetrack, you hit the brakes as you enter a curve (in this case, the pandemic). But the time to…