It’s not uncommon for us to receive amazing feedback from our clients, many of whom share incredible success stories. From building an influential online presence to gaining new clients to landing million dollar accounts, financial advisors using our marketing automation platform see results from day one.
Andre Marshall has been part of the FMG Suite family for a while and our team helped him through a variety of hurdles, including branding, domain questions, and support needs. We were able to work together and craft him a beautiful site.
How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website and digital marketing?
I learned about FMG Suite through my OSJ, AdvisorNet. Although we are all under their umbrella, we are independent advisors and are tasked with creating and designing our own websites. Because of this, I was seeking help to get started.
How have the FMG Suite tools helped with your marketing efforts?
Working with FMG Suite has been a wonderful process overall, especially working with my project coordinator, Iris. She was extremely patient and helpful and when we ran into issues with my domain, she was able to help clarify the things I needed to do.
In addition, the Exclusive website process helped me distill my brand and find elements that I really wanted on my site. Rather than letting me have free reign of design aspects (which I have no experience in), Iris guided me to themes and ideas that fit my practice and I am very happy with the result.
Do you have a favorite FMG Suite tool?
I haven’t dove too far into it yet, but I really like FMG’s content library because it allows me to talk to my clients about investing topics without speaking over their heads. The videos, articles and newsletters break down the ideas into simple concepts that I can share with my clients and prospects.
Some of my favorites are Coaches, Exit Strategies of the Rich and Famous, and Your DNA Test.
Would you recommend FMG Suite to other advisors?
Absolutely! Everyone at FMG Suite has been extremely helpful and made the process of designing my website easy and painless. Iris was engaged in the whole process, from start to finish, and didn’t merely go through the motions — she educated me along the way and cared about my brand development. I’m excited to start seeing results from my new marketing efforts.
Andre isn’t the only advisor who has experienced success using FMG Suite. Check out our many other success stories here!
