Market in Motion Blog

 
 

Advisor Raves About the Great Value of FMG Suite

Success Stories 0 Comments

c7b2be90-89f8-491e-9d20-bc4392f261dbIt’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.

Leon Rousso, an independent financial advisor and founder of Leon Rousso & Associates, Inc., has only been using FMG Suite for a few months but is already a raving fan. See what he has to say about his experiences with us thus far:

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

I first learned about FMG Suite at a broker-dealer conference. After a long discussion, it became obvious that FMG Suite’s platform far surpassed what I previously had with a major website provider for more than 20 years. I was impressed with what I saw so I decided to make the switch.

How was the experience building your Concierge site?

Although it took some dedicated time, my team took most of that on, as they wanted to be involved. The time was worth it and I love what my Website Specialist did.

What do you like most about your website?

The functionality is fantastic. It ties in well with the email newsletter and social media profiles, making it easy for prospects and clients to sign up or visit our social media pages. Overall, the look and feel is so much better than what I had previously.

Have you received any positive feedback from clients or prospects?

It’s only been two months since our website went live, but I’ve already received several compliments from some of my “A” clients on the first email newsletter that went out.

Would you recommend FMG Suite to other advisors?

Hands down. It’s a great value for advisors. Not only is my account representative and Customer Service team competent and knowledgeable, but the quality of the tools for the price is exceptional.

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


Take FMG Suite For a Test Drive

Want to experience for yourself the simplicity of FMG Suite’s tools? Start your 7-day free trial today! No credit card needed or downloads necessary. Get started now.

Related Posts



Back to blog list

Tags



Leave a Reply

Be the First to Comment!

Notify of
avatar

wpDiscuz

Still Have Questions?

Become a Marketing Master

Sign up for our marketing e-newsletter to receive marketing tips for financial professionals, including exclusive whitepapers, broadcast invites, and other content.

 
Privacy Policy

Get a Sample Email Campaign

The best way to experience FMG Suite Campaigns is to receive one the same way that your clients and prospects receive them — in your email inbox. Let us send you one today!

 
Privacy Policy

Get 1 Month Free

Receive your first month of our Monthly Market Insights campaign for free.

 
Privacy Policy

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

 

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

Privacy Policy

How is Your Business Listed?

Check the consistency of your online business information with help from our listings scan.

Enter business information to scan below:

Business Name *
Street Address *
City *
State *
ZIP *
Phone *
Scan Now
 

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

Privacy Policy

Get Started with Copywriting

An expert will reach out right away to help you craft your content

 
Privacy Policy

Get Started with Custom Video

An expert will reach out right away to help you create your content

 
Privacy Policy

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

 
Privacy Policy

Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."


View Complete Sample
 

Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."


View Complete Sample
 

Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."


View Complete Sample
 
FMG Logo

Start Today