Briana Oltmann, a financial advisor at C.E. Williams Financial, enjoys our compliant content and easily updated websites. She heard about FMG Suite through her broker-dealer, HD Vest.

How have the FMG Suite tools helped with your marketing efforts?

FMG Suite’s tools have allowed us to have an effective and compliant website in the financial services industry, something we didn’t have in the past.

Do you have a favorite FMG tool? If so, which one and why?

We love the Content Library because it is so helpful to have a selection of compliance-approved material that we can use on the website.

Have you experienced any specific successes using our tools? Or received any positive feedback from clients or prospects?

My biggest client to date said he looked through our website extensively to see what kind of company we were, what our background and credentials were, and whether or not we would be a good fit for him and his situation. He was impressed with the website and has become a great client!

What do you like most about your FMG website?

It looks professional without being too difficult to set up or maintain.

Would you recommend FMG to other advisors? If so, why?

Yes I would. FMG has been really helpful since we began working with them, and they have provided the tools and resources we need to be able to have a website in the financial services industry that is both useful and compliant.

Briana isn’t the only advisor who has experienced success using FMG Suite. Check out our many other success stories here!

success story testimonial