Knowing the Value of Time

Mike Hood leverages automated campaigns to save himself some major administrative headaches. Thanks to FMG Suite, Mike is able to stay connected, attract new business, and share the latest information, all without lifting a finger. But it wasn’t always that way.

Mike Hood: Going Solo

As a solo advisor, Mike has learned the value of time. From running day-to-day client services to growing the business, Mike’s success has come from a focus on excellent time management, backed up with hard work.

Consistent connection with clients and prospects was important to Mike, but it came at a cost. Before FMG Suite, he would spend hours reaching out to clients, creating databases, printing letters, and stuffing envelopes. After seeing little ROI with these methods, he realized it was time for a more modern system.

Hood Financial

Mike Hood and his team create worry-free retirement plans that prepare clients for their next big adventure.

Visit Website
Mike’s Business Goals
  • Save time on administrative tasks
  • Reach out to clients regularly
  • Gather more referrals
Mike’s Favorite Features
  • Automated content
  • Happy Birthday Campaign
  • Monthly Market Insights Campaign
About Automated Email Campaigns

FMG Suite Automated Campaigns are the ultimate set-it-and-forget-it solution. Delight clients with birthday greetings, inform them on relevant topics, generate new referrals, and stay top-of-mind all year long, while saving precious time.

Learn More

FMG Suite proves that relationship-building and automation can go hand in hand. They’re on the cutting edge of digital marketing trends, and I trust them to help grow my business.

Mike Hood | Hood Financial

FMG Suite proves that relationship-building and automation can go hand in hand. They’re on the cutting edge of digital marketing trends, and I trust them to help grow my business.

Mike Hood | Hood Financial

Mike Finds a Time-Saving Solution

Mike began using FMG Suite’s website and email tools to grow his online presence, implementing automated content streams to stay connected while saving time. Targeted campaigns let him build strong relationships, foster engagement, and stay focused.

The Monthly Market Insights campaign (an engaging monthly video and written commentary) is perfect for Mike’s client base. An email drives traffic to the Hood Financial website, where other content keeps visitors engaged. Meanwhile, no more stuffing envelopes for Mike. He has time to pursue other ways to grow his business.

Partnering With Ease

When Mike shares FMG Suite articles, infographics, and videos, his clients know he’s paying attention. His customers love consuming the content, and the timely, relevant topics reinforce Hood Financial’s status as a trusted firm. Mike loves that the content goes out regularly and automatically, without him having to do anything.

The result? Increased client engagement.

Mike has seen a marked increase in client engagement through responses to Automated Campaign emails. He’ll often have clients reply and ask him about retirement planning or investment strategies, creating an opportunity to offer excellent customer service and strengthen those essential advisor/client bonds.

Want to learn more?

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