Frequently Asked Questions

We are so excited to work with you and help with your marketing needs!
To get started, we wanted to answer some questions financial advisors often have.

Frequently Asked Questions

Building your website is a personal endeavor, but we can help guide you to the level of service that is right for you.

Our Express websites are perfect for the financial advisor that wants to get a website up and running as soon as possible to serve as their marketing hub. The website themes are all professionally-designed and mobile-responsive, but can also launch in a matter of days.

Our Concierge websites are the best of both worlds, as they provide financial advisors with a design professional, but are also completed within a month. As part of the setup, you’ll work one-on-one with a “Concierge,” a Website Specialist who will oversee the design of your homepage. We’ll migrate content from your old website, add images and new design elements to your home page, and incorporate any ideas you may have during the build.

Our Exclusive websites are top-of-the-line and provide financial advisors with the highest level of service possible. You will work with an experienced Customer Success Coordinator to get your website just right and have access to our limited-edition Exclusive Website Themes. Beyond helping with the build, we’ll also optimize your website, which includes setting up Google Analytics, doing a quick Search Engine Optimization, and a handful of other optimizations to help save you time. Along with compliance submission, we hold your hand through the entire process from start to finish.

We have designed our marketing suites around the needs of financial advisors. All of our suites come with unlimited phone service, white glove transfer of your existing website content, a 6-month marketing checkup, and a 2-year homepage refresh.

Standout includes a beautiful, mobile-responsive website, our award-winning content, and our custom email, event, and blog builders. Plus, with Standout you can schedule your social media posts and utilize our Video of the Month Automated Marketing Campaign.

Connect comes with everything that Standout includes, plus our handy email library and the full array of email Campaigns. Take full advantage of our powerful Campaign library.

Lastly, Attract is built for the advisor who wants to take their marketing strategies to the next level with lead generation tools. This includes page gating, ebooks and quizzes. Plus, you have access to our niche Campaigns, including Pre-Retiree Primer. Even better, Attract comes with Local Search, a $600 value.

At FMG Suite, we specialize in offering financial advisors a complete marketing solution, including social media integration, email campaigns, and presentations. All of these tools serve as spokes to your marketing hub and drive traffic back to your website.

This integrated strategy helps financial advisors build their brand, generate new business, and establish their digital presence across the web. If you’re looking for a website-only solution, check out our sister company, Advisor Launchpad.

Whether you’ve had a website for years or this is your first adventure in marketing, we want to make it as easy as possible for you to get your website up and going. To do this, you will want to prepare your:

  • Domain credentials
  • Content for your site (Need help? We offer two copywriting packages!)
  • Images for your site (If you’re building a Concierge or Exclusive site, we’ll take care of this for you!)
  • A logo. Unfortunately, FMG Suite doesn’t offer design services for logos at this time.
  • Social media profiles. We are currently unable to create these profiles for you.

We are proud to offer direct integration with many of the nation’s largest broker-dealers, so you don’t have to worry about working with a third-party compliance contact. In addition, all of our content is FINRA-reviewed and website-ready.

Absolutely! One of the best things about FMG Suite’s dashboard is that it’s super simple to make changes to your website on your own. You can add pages, change content, add team members, and more. We’re proud of the fact that our websites are so versatile and won’t be left on a digital shelf to collect dust.

As a digital marketing company, we understand the importance of keeping your website updated and current with design trends, which is why we provide all of our clients a 6-month marketing checkup and 2-year homepage refresh free of charge.

During your 6-month marketing checkup, you will work with a website specialist to assure you are taking full advantage of our tools. We will walk you through syncing your email contacts, integrating your social media profiles, and making sure you have all the marketing tools you need to grow your firm.

During your 2-year homepage refresh, we give your website a complete facelift and replace any imagery or content on the homepage of your website.

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Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."

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Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."

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Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."

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