Michael Kreft is a ProEquities financial advisor and the founder of Palmetto Coast Wealth Management. Here, he discusses his favorite FMG Suite tool and why he recommends FMG Suite to other advisors.
How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website and digital marketing?
I learned about FMG Suite from a ProEquities conference I attended. The price was comparable to other providers, but FMG Suite offered a social media tool, which was very important to me at the time, so I chose to go with you guys.
How have the FMG Suite tools helped with your marketing efforts?
With as busy as I get taking care of clients and running my business, I find it challenging to make time to create and then post compliance-approved content to my social media pages consistently. FMG Suite makes this process simple with their social media tool by taking that important marketing piece off my hands, as I don’t have the time or discipline to create and post my own content on a consistent basis.
Have you experienced any success using our tools?
An acquaintance I ran into periodically “liked” my Facebook page. One day, he saw a post about 401(k) plans and asked me if I do those. Little did I know, he was the CEO of his company and they hired me to handle their retirement plan. I’ve also had numerous prospective clients tell me they researched me online and looked at my website prior to our first meeting. My favorite is when a client or prospective client mentions to me that something posted on Facebook, Twitter, LinkedIn, or in the e-newsletter was helpful to them. It shows that they are engaging with my marketing and I’m staying top of mind.
What do you love most about your FMG website?
For one, the user-friendly website themes and interface made it easy for me to design my first web site and make it look really professional. Additionally, I appreciate the regular updates and improvements FMG Suite rolls out. I LOVE that my website and marketing tools are not static. FMG Suite is always improving their services!
Would you recommend FMG Suite to other financial advisors?
In today’s world, any advisor wishing to grow his or her business must invest in technology. People increasingly rely on Facebook, LinkedIn, Twitter, and search engines to research your firm and to feel connected to your firm. I’ve had prospective clients, both young and old, tell me they researched my firm online before coming in for the very first meeting. I’ve had clients and prospects mention to me in passing that they saw something I posted and they found it useful. Failing to invest in technology will be an inevitable deathblow to any serious financial advisory practice. I recommend FMG Suite to any advisor who wants a clean, fresh, professional website, or who wants to stay up-to-date with social media marketing but doesn’t have the time or expertise to do it on their own. FMG Suite is a great way to create a memorable first impression (e.g. with a website), and stay connected and relevant to your client through social media and periodic email newsletters.
Check out Michael’s amazing looking website here.
Michael isn’t the only advisor who has experienced success using FMG Suite. Check out our many other success stories here!
