Norris W Davis III is the Managing Principal at PHP Capital, a financial services firm in Littleton, Colorado. He is especially impressed with the quality of our product and our ability to keep both his website and social media presence updated.
How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website and digital marketing?
FMG Suite was introduced to me by my broker-dealer, Securities America, at an annual conference. We worked with a sales rep who helped us through different demonstrations of how we could enhance our online presence. At the time, we were in a transitional phase so we tabled the matter for a year. When we got through that phase, I came back to them via an email they had sent me with some discounted pricing on their Concierge service package.
How have the FMG Suite tools helped with your marketing efforts?
The tools have helped in many ways. The first and biggest was simply cleaning out the clutter. Their turnkey package of designs was more than enough to choose a quality look and feel for our presence online. They provided us with a picture database that really helped bring who we are to the online community. Furthermore, the ability to provide a social media presence on LinkedIn and living content that is pre-approved keeps me fresh with very little work on my end.
Do you have a favorite FMG tool? If so, which one and why?
My favorite tool is the Social Media Foundation Campaign because my online presence is always fresh and compliant. I get a lot of feedback from my business associates and clients on the content that is delivered to their LinkedIn sites.
Have you experienced any specific successes using our tools? Or received any positive feedback from clients or prospects?
I have received positive feedback on the website itself and many new prospects have actually used it as a way to contact me. When they fill out the contact form I get a message to my email and it’s as seamless as if they had my email address. This has been beneficial for when I meet new people at different networking functions. Furthermore, everyone seems to love the new look of the website and how much it feels like they know where I’m located just by the content.
What do you like most about your FMG website?
I love the timeliness of the website and the ability to custom tailor it to truly deliver the message of who we are. We are a financial services company that actively delivers custom investment advice to each client. We are asset managers more than asset gatherers. With our new websites, I feel most people can gather that as well.
Would you recommend FMG to other advisors? If so, why?
I would absolutely recommend other advisers use FMG. It will save them tons of time which equates to money. The quality of the product is phenomenal and the effectiveness to stay ahead of the game is second to none.
Norris isn’t the only advisor who has experienced success using FMG Suite. Check out our many other success stories here!
