Customer Success Stories

FMG Suite helps thousands of advisors build relationships and grow their business

How FMG Suite Works

For Small Firms

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For Marketing Managers

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For Growing Firms

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For RIAs

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READ ALL CASE STUDIES
Katie O’Brien, Chief Marketing Officer, OneWealth

FMG Suite makes managing your website and all the different platforms associated with your business easier. And you have the help of specialists to formulate new marketing ideas. FMG Suite is everything rolled into one.

Katie O’Brien, Chief Marketing Officer, OneWealth



Dan Foster, President, AIM Financial Consulting Group, Inc.

FMG Suite provides the easiest, fastest compliance approval process I’ve seen. Within just a few days, my website was set up and had compliance approval

Dan Foster, President, AIM Financial Consulting Group, Inc.



Alex Sier, Financial Advisor, Cetera Investors

FMG Suite platform manages our emails, social media, and website in one place to make it convenient as ever. We've been able to grow our AUM and increase our website traffic by 500%.

Alex Sierra, Financial Advisor, Cetera Investors



Laura J. LaTourette, President, Family Wealth Management Group

The articles are timely and well-written, and I like the different calculators. I recently referred a small business owner client to our website to use a retirement calculator with her business partners and it helped them decide which plan was best for them.

Laura J. LaTourette, President, Family Wealth Management Group



Roc Senavinin, President, Fiduciary Wealth Management

The FMG Suite process, support, and end product turned out amazing. I've received numerous positive comments. It's nice to have a website I'm proud of and eager to direct people to.

Roc Senavinin, President, Fiduciary Wealth Management



Elizabeth Leventis, Founder, Arrow & Bow Financial

With the automated campaigns, if we’re out of the office, our marketing does not stop. It’s easy to spend five minutes and push out timely content to our clients.

Elizabeth Leventis, Founder, Arrow & Bow Financial



Elizabeth Whitteberry, Founder, Best Path Advisors

I gained a prospect from a webinar, and he stayed on my email list for two years. Due to our regular communication from the FMG Suite campaigns and emails, he reached out to become a client and was over the $3 million range!!

Elizabeth Whitteberry, Founder, Best Path Advisors



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