Allan Katz, CFP®, ChFC®, CLU® is a financial advisor with Royal Alliance Associates and the founder of Comprehensive Wealth Management Group in Staten Island, New York. See what he has to say about his experience with FMG Suite.

How did you first learn about FMG Suite?

My broker-dealer, Royal Alliance, had mentioned FMG Suite as one of their approved marketing vendors, so I did some research into the offerings and was impressed with what I saw.

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

I now have a much more professional website, a mobile app, and ongoing marketing campaigns. FMG Suite takes care of everything for me, from SEO to social media posts to email marketing, saving me so much time.

Do you have a favorite FMG Suite tool?

Yes, the Campaigns tool. The different email campaigns make it easy for me to engage with my clients on a regular basis. And if I can capture their anniversary and birthday, I can send them holiday, birthday, and anniversary messages, which adds a nice personal touch.

Have you experienced any success using our tools?

Yes, I’ve seen much more traffic and activity on my website, and my page likes on Facebook have been growing since I started using the Social Foundation tool.

What do you like most about your FMG Suite website?

It’s very dynamic and has a lot of elements other website providers don’t provide. I like that it ties in with my mobile app, so people can easily download it.

Would you recommend FMG Suite to other advisors?

Absolutely. FMG Suite is a one-stop shop for the entire online marketing campaigns and tools.

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