Heather Hooper is the Chief Retirement Officer for RIA firm Retirement Wellness Group, located in Torrance, California. Heather was tasked with overhauling RWG’s marketing strategy and implementing new technology across the company. They needed a clearly defined brand and the right technology to communicate it to clients and prospects.

When Heather began her search for a new marketing solution for her RIA firm, she knew she had to be thorough. Retirement Wellness Group needed a modern website that reflected the company’s values, robust content that was easy to distribute, and an intuitive all-in-one dashboard.

Did Heather find her solution? Read this FMG Suite case study to find out.

After looking at all the options Heather and the RWG team decided to adopt FMG Suite’s Attract package. It provided Retirement Wellness Group with a modern website and was loaded with automated email and social campaigns, lead generation tools, an extensive content library, and local search optimization.

She worked with a team of specialized designers and developers. Together they were able to develop a web presence of which RWG could be proud.

Many of her advisors were already using FMG Suite content in their marketing. They loved the quality and ease of distribution. After she investigated to make sure it had the right features, the decision was easy.

By reading this FMG Suite RIA case study, you can discover how a real firm found results with FMG Suite’s website, content, and other marketing tools.

In the year since RWG adopted FMG Suite, the results have been remarkable:

Timely Content as a Service

The ability to respond to timely events is becoming more and more important. By having pre-approved content ready to deliver, RWG has been able to dramatically increase engagement around these timely campaigns.

“Things are hard for everyone, especially amid a pandemic, but there are some fantastic opportunities to engage with clients now more than ever. I’ve had numerous requests to provide our clients with great education on market volatility or very relevant legislation like the CARES Act.” – Heather Hooper

Increased Website Traffic and Search Engine Visibility

The ability to respond to timely events is becoming more and more important. By having pre-approved content ready to deliver, RWG has been able to dramatically increase engagement around these timely campaigns.

“Our website looks great. It is professionally done. It cohesively tells our story, shows off the diversity of the team, and shares a few personal details. It’s made our jobs so much easier.” – Heather Hooper

Higher Audience Engagement Analytics

Retirement Wellness Group’s clients and prospects have reacted very favorably to the high-quality content they deliver through email campaigns. The most popular has been the Monthly Market Insight video. Its engagement level exceeds industry averages with a 20% email open rate and a 5% click-through rate.

“FMG Suite’s analytics capture this kind of information easily to give advisors and managers more visibility into the success of their campaigns. The automated email campaigns are great! They generate calls to the office and form fills from people seeking information or who want to work with us.” – Heather Hooper

Discover Heather’s experience with FMG Suite download this case study today.

If you’d like to learn more about how Heather uses marketing to grow Retirement Wellness Group, watch this webinar replay featuring her and her colleague Schuyler Mann, “Building, Transitioning & Thriving: Advice from advisors At Every Stage.”