It’s not uncommon for us to receive amazing feedback from our clients, many of whom share incredible success stories. From building an influential online presence to gaining new clients to landing million dollar accounts, financial advisors using our marketing automation platform see results from day one.
Leon Rousso, an independent financial advisor and founder of Leon Rousso & Associates, Inc., has only been using FMG Suite for a few months but is already a raving fan. See what he has to say about his experiences with us thus far:
How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website and digital marketing?
I first learned about FMG Suite at a broker-dealer conference. After a long discussion, it became obvious that FMG Suite’s platform far surpassed what I previously had with a major website provider for more than 20 years. I was impressed with what I saw so I decided to make the switch.
How was the experience building your Concierge site?
Although it took some dedicated time, my team took most of that on, as they wanted to be involved. The time was worth it and I love what my Website Specialist did.
What do you like most about your website?
The functionality is fantastic. It ties in well with the email newsletter and social media profiles, making it easy for prospects and clients to sign up or visit our social media pages. Overall, the look and feel is so much better than what I had previously.
Have you received any positive feedback from clients or prospects?
It’s only been two months since our website went live, but I’ve already received several compliments from some of my “A” clients on the first email newsletter that went out.
Would you recommend FMG Suite to other advisors?
Hands down. It’s a great value for advisors. Not only is my account representative and Customer Service team competent and knowledgeable, but the quality of the tools for the price is exceptional.
Leon isn’t the only advisor who has experienced success using FMG Suite. Check out our many other success stories here!
