Snow Financial Group

Ted Snow delivers comprehensive, prudent, and personalized financial planning services.

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Ted’s Business Goals
  • Stay competitive
  • Spend more time with clients
  • Increase client engagement
Ted’s Favorite Features
  • Automated email campaigns
  • Compliance-friendly content
  • CMS integrations
About Email Marketing Tools

FMG Suite’s powerful email marketing tools deliver a stream of strategic communication to the right people, at the right time. Advisors can easily target niche audiences and nurture connections with everyone from pre-retirees to prospects.

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I save so much time batching my email sends instead of sending one at a time. My clients love the content, too. To this day, I still get emails thanking me for the information, or for wishing them a happy birthday.

Ted Snow | Snow Financial Group

I save so much time batching my email sends instead of sending one at a time. My clients love the content, too. To this day, I still get emails thanking me for the information, or for wishing them a happy birthday.

Ted Snow | Snow Financial Group

An Automated Solution

Ted discovered FMG Suite in 2016 and quickly began to transform his business. He started with a fresh, responsive website that helped him start making a better impression online. But more importantly, he began to leverage the robust email tools to save time. The seamless integration with Redtail and Riskalyze let him easily import and organize his contacts. Soon, Ted was spending less time communicating and more time advising.

Thankful Clients

Today, Ted sends perfectly-timed email and event campaigns, automatically. And he’s not the only one who appreciates them: clients often thank him for his kind holiday and birthday greetings or for the insightful tips his emails provide. Ted has a growing client list, and with the hours of administrative work he’s saving, he has time to pursue new prospects.

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The result: better relationships in less time.

Thanks to the more than 800 email campaigns he’s currently sending, Ted has seen a drastic increase in the time he has available for non-administrative business. His clients have shown an overwhelmingly positive response to the consistent communication they receive, and Ted appreciates how easy it is to stay connected, relevant, and present with clients.

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.