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Advisor Chooses FMG Suite for Simplicity and Compliance Tie-In

Success Stories 0 Comments

Screen Shot 2016-06-29 at 3.44.59 PMIt’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.

Darren is a financial advisor based in Georgia whose firm, Matthew 25 Advisors, Inc., specializes in serving clients that are interested in value-based, debt-free investing. Here, he shares his experience using FMG Suite.

How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website and digital marketing?

My broker-dealer, Cambridge Investment Research, recommended FMG Suite, as well as a few other options. I researched them all and chose FMG Suite because they had the best offerings for the most reasonable cost.

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

I now have a website I am proud to refer potential clients to. In the financial services industry, it is too common to have a website that is outdated, boring, and merely serves as an online brochure. My site is filled with useful content and can be edited with custom information.

Do you have a favorite FMG Suite tool?

Having my website tie in with compliance automatically is a time-saver. In the past, it was so difficult to make changes to my site because I would have to contact my compliance officer, go through the whole process, and quickly lose interest. Now, I just hit “publish” and compliance is automatically notified and they can let me know of any necessary changes.

What do you like most about your FMG Suite website?

I really enjoy the educational resources, such as the videos. They are always changing, which means that if someone comes to my website one day, they can come back another day and see new videos. I know that FMG Suite also updates their content library every month, so I’m excited to see this new content populate my site.

Would you recommend FMG Suite to other advisors?

Yes, because the sites are simple to get setup and easy to use. The interface is great for people who have little experience with web design and I’m happy with how my website looks.

Check out Darren’s FMG site here: http://www.matthew25advisors.com/

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


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