The Financial Advisor’s Guide to Instagram
Social media has become a central point in marketing and advertisement. One of the biggest platforms is Instagram, hosting 1.3 billion active users as the 4th most-used social media platform and 8th most visited site on the internet. It's no wonder financial advisors might want to explore the…
The 15 Best Financial Advisor Websites
One of our favorite parts of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Our team takes great pride in working with our clients to create…
CASE STUDY: How Antoine Williams & Associates Boosted Traffic with SEO Foundations and Copywriting
“We love our website, but it wasn’t being found by the clients we want to serve. As specialists in 401(k) rollovers, we knew we needed to address the content on our website, but we’re not writers! I’m grateful for the FMG Suite team’s SEO and copywriting expertise––our site now ranks high on the…
RIA Firm Chooses FMG Suite for Modern Marketing Solution
Heather Hooper is the Chief Retirement Officer for RIA firm Retirement Wellness Group, located in Torrance, California. Heather was tasked with overhauling RWG’s marketing strategy and implementing new technology across the company. They needed a clearly defined brand and the right technology to…
How Elevate Helps This Firm Gain New Clients From 3000 Miles Away
After 22 years as the head of Demars Financial Group, David Demars has made a number of changes to his business and his marketing strategies. He has acquired six firms in recent years, including one in Alaska that is more than 3,000 miles from his office in Spokane, WA. Between the two locations,…
How This Firm Uses Events + Digital Marketing To Grow
Rethink Wealth, White Rhino Financial, and Design Group all operate under the same management, but each have their own website, their own book of business, and their own locations throughout Texas. With over 80 advisors, and clients across the state, including teachers, doctors, business owners,…
Advisor Sees Immediate Results with The FMG Suite Email Campaigns Tool
Email Marketing Campaign for Financial Advisors For financial advisors, an email marketing campaign is a critical component of a successful marketing strategy. No other marketing tool can give you the ROI that email marketing can, making it one of the most productive and powerful marketing and…
Alex Chalekian Uses Social Media
Harnessing the Power of Social Media Alex Chalekian has spent over 20 years as a dedicated student of the financial services industry, closely observing best practices and winning marketing techniques. He noticed that the most successful advisors all have one thing in common: a strong online…
Ted Snow Uses Email Marketing Tools
Communication is Key. Over his 30 years as a financial advisor, Ted Snow has learned that the more he stays in touch with them, the more his clients come to depend on him. Today, Ted depends on FMG Suite’s email marketing tools to effortlessly engage his audience and deepen the relationships that…
Mike Hood Uses Automated Campaigns
Knowing the Value of Time Known for his informative seminars and radio appearances, Mike Hood leverages automated campaigns to save himself some major administrative headaches. Thanks to FMG Suite, Mike is able to stay connected, attract new business, and share the latest information, all without…