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.

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.

Have your questions answered by the experts

We’ll walk you through the features of our websites and how to get started now.