A Week in The Life of a Successful Financial Advisor: Rafi Rodriguez
We love to discover more about how our clients are using FMG Suite to grow their business. One of our very active users is Rafi Rodriguez of Rodriguez Financial Strategies, LLC in Beavercreek, Ohio. Rafi has been using FMG Suite for over 7 years now and cites it as one of the main factors…
A Week in The Life of a Successful Financial Advisor: Nicole Burdick
We love to discover more about how our clients are using FMG Suite to grow their business. In this webinar, we will meet one of our super-users at Waddell & Reed, Nicole Burdick. Nicole is successfully navigating the highly competitive field of financial services by using automated…
Podcast 002: Dave Christensen – Chief Product & Technology Officer at FMG Suite
Fintech mastermind shows how marketing has evolved and where advisors need to catch up Dave Christensen has been leading the development of marketing technology for financial advisors, insurance agents, and other service professionals for 20 years. In that time he’s had the chance to get a unique…
Inbound Marketing Strategy: Single Vendor or Multi-Vendor?
61% of marketers say improving SEO and growing their organic presence is their top inbound marketing priority. (HubSpot, 2018) It’s an exciting time to talk about inbound marketing, as content strategies and distribution are becoming more sophisticated and producing better results. As the…
Technology Adoption for Financial Advisors
Technology adoption has become a sink or swim situation for financial advisors. Innovations are shaking up many of the traditional areas of financial management largely due to the demands of tech-savvy consumers and changing the face of the financial services industry. FMG Suite’s VP of Corporate…