Do Your Clients Know Their Risk Number?
In our latest Craig Chat, FMG Suite’s CEO talks with Mike McDaniel of Riskalyze, a risk prediction calculator that lets your clients discover their Risk Number, an objective and quantified portfolio measurement that allows advisors to educate and engage their clients with what is essentially a…
FMG Suite and Redtail: CEOs talk Integrated Platforms
In our latest Craig Chat, Craig Faulkner, CEO of FMG Suite, and Brian McLaughlin, CEO of Redtail Technology, sit down to talk about the challenges financial advisors face when it comes to client management and marketing. These two platforms were recently integrated to make a powerful marketing…
A Predictive Analytics Tool to Establish Expertise with your Clients
In our latest Craig Chat, FGM Suite’s CEO talks with Raj Udeshi co-founder of the predictive analytics firm, HiddenLevers. Tools like HiddenLevers are great to use now more than ever since the DoL Fiduciary rule was announced. You can establish expertise with your clients and emphasize your…
Advisor Shares Creative Ways She Uses FMG Suite’s Tools
We're lucky to work with some amazing financial advisors who are big advocates of what we do and the time and money we save them with their marketing. One such advisor is Kelly Welker of Renaissance Wealth Management Group of Texas. Working with NFL players, Kelly uses our suite of marketing tools…
FMG Suite Helps Advisor Make One of LinkedIn’s Best Profiles
We're lucky to work with some amazing financial advisors who are big advocates of what we do and the time and money we save them with their marketing. One such advisor is Kelly Welker of Renaissance Wealth Management Group of Texas. JP Morgan developed an infographic about Kelly's social media…
FMG Suite Helps Advisor Stay Professional Online
We work with thousands of advisors across the country, and we're fortunate enough to have had many work with us for several years since we first launched. One such advisor is Don Kremer, an advisor with Kremer & Associates, Inc. in Wexford, Pennsylvania. He's used our website and marketing…