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, and other professionals, Marketing Director Elise Kensinger stays busy promoting each firm and assisting advisors with their own branding. Since joining FMG Suite in 2014, now each of these brands has their own website and account with us.

When Rethink Wealth’s Broker-Dealer Guardian selected FMG Suite as a preferred website and marketing solutions vendor, Elise was thrilled to find an option that would eliminate that back-and-forth with compliance, and keep all their marketing tools in one dashboard.

DOWNLOAD CASE STUDY

FMG Suite has allowed Rethink Wealth to:

  • Attract talent and grow their firm from just 10 advisors to more than 80
  • Bring in 15 new clients in 90 days from marketing efforts alone
  • Save hundreds of hours with automated email and social media campaigns
  • Establish and maintain a strong online presence
  • Stay top-of-mind for clients and prospects with valuable content delivered via multiple channels

Elise “100%” recommends FMG Suite to other advisors, because, “If you want to take your business to the next level, you have to rely on FMG Suite in order to have a name in your market, to be relevant, and to let people know you’re open for business.”

Download PDF

 

For more insight from real advisors and FMG Suite users, view our Testimonials page.