The Importance of Trust

With over three decades in the industry, Joe Callahan has helped clients prepare for retirement, save for college, and approach their end-of-life concerns. In that time, Joe identified an ingredient central to helping his clients achieve their dreams: trust. Just like Joe’s clients trust him, he trusts FMG Suite’s Content Library to engage and educate his audience while also deepening the relationships that keep his business growing. Read on to learn Joe’s story.

Joe Callahan’s Vision

Before discovering FMG Suite, Joe faced some challenges common to many advisors. His website lacked a professional design, and delivering consistent messaging to his clients presented a constant compliance headache.

Joe envisioned a communicative hub of financial content that connected with clients on topics they cared about. While growing his business, he tried various solutions, but always arrived at the same conclusion: producing compliant content by himself simply took too much of his time, money, and energy.

Callahan Financial

Joseph Callahan helps prepare clients for every stage of life with uniquely tailored financial strategies.

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Joe’s Business Goals
  • Stay competitive
  • Remove compliance bottlenecks
  • Increase client engagement on social
Joe’s Favorite Features
  • Content library
  • Compliance-friendly content
  • Automated content delivery
About the Content Library

Your clients need advice, and the right message at the right time can help to remind them of what’s most important. The FMG Suite content library is full of material to help you educate, inform, and inspire, all while driving more traffic to your website and saving you time.

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When I first started using FMG Suite’s content library, I expected some minor assistance with my content. The reality is, they have done so much more than assist, and the content has exceeded our expectations. My advice to advisors? Get on board now, so you can focus on helping your clients and building your business.

Joseph Callahan | Callahan Financial

When I first started using FMG Suite’s content library, I expected some minor assistance with my content. The reality is, FMG Suite has done more than assist – they exceeded our expectations. My advice to advisers? Get on board now so you can focus more on helping your clients and building your business.

Joseph Callahan | Callahan Financial

Joe Finds a Solution

Joe turned to FMG Suite in 2017, quickly discovering that he could depend on FMG Suite for all his needs. Right away, Joe received a fresh, professionally-designed website, and his marketing began to take care of itself thanks to a powerful set of automated tools. But more important to Joe was the deep library of FINRA-friendly content. In one fell swoop, the dual bottlenecks of compliance and content creation were removed, leaving Joe to focus on what he loves most— helping clients.

A “Content-ed” Partnership

These days when Joe sends his clients videos, interactive media, or beautifully designed infographics, he does so with the confidence that only compliance-friendly content can provide. As an added bonus, his clients often let him know they feel educated, engaged, and comforted by the emails and videos they receive from him.

Measurable Results for Callahan Financial

Joe has seen a drastic increase in his social metrics, thanks to the FMG Suite content library. After just over a year, his firm had benefited from 500+ shared social posts, 400+ email sends, and a 50% increase in followers and engagement on LinkedIn. Plus, Joe’s clients are showing up more engaged and ready to discuss their financial future. It’s a win-win all around. 

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We can show you how to attract leads, upgrade your brand, and grow your AUM with a scalable, relationship-based business.