FMG Suite provides a total digital marketing solution that automatically generates leads each month through an engaging website, strategic multi-channel campaigns, and integrated tools that direct people back to you.
Our content library features 400+ videos, articles, and calculators that are FINRA-reviewed. This content automatically sends via email and social media to drive traffic back to your website.
It’s simple to get started with FMG Suite. Upload your logo and photo and you are ready to launch your site. If you get stuck, we provide ongoing education, step-by-step tutorials, and a top-rated customer service team to help.
The Suite is comprised of lead generation tools built to work together. It all starts with an amazing website, which serves as your marketing hub. Strategic email and social media marketing campaigns drive traffic back to your site and keep you in front of clients year-round. A custom branded mobile app keeps you connected with clients on any device, and compelling multimedia presentations showcase you and your brand.
“Every financial services professional would benefit from this service. Our team could have spent weeks on this and couldn’t have improved upon it.”
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"...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..."
"...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:
"...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..."