Craig Faulkner
CEOCraig Faulkner is the CEO of FMG Suite.
Craig Faulkner is the CEO of FMG Suite.
With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.
Voices: Sometimes intimidating but valuable ways to boost referrals find new prospects and build stronger relationships with current clients.
Some client gifts never lose their value. Event tickets, investment books and personalized items can actually help build stronger relationships.
All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.
How to find and understand the three website metrics advisors should care about.
The challenges women face -- earning less and living longer on average than their male counterparts -- greatly affect how they invest and what they're looking for in a planner.