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Advisor Shares the Ease and Simplicity of FMG Suite’s Tools

Resources Success Stories, Success Stories 0 Comments

bc3a4690-a1f6-48f5-bf70-f0df1a19c1bcIt’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.

Ora Citron is a LPL Financial advisor and financial consultant in Walnut Creek, California. While she’s had a website with FMG Suite for several years, she was ready for a fresh update. Using our Concierge Service, she revamped her website and was so happy with the results, she shared her experience with us and other advisors.

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 heard about FMG Suite through THE Financial Services network around four years ago. I had just moved my practice and was in need of rebranding my business and building a web presence. I was very impressed by what I saw and all for a very reasonable cost, from the website to the additional services, such as the Email Campaigns and Social Media tools. I also used the Custom Video service and learned how to create and add my own content on my website. I have been extremely happy with all the services ever since.

How was the experience building your new Concierge site?

When the Concierge service launched, my sales representative, Richard, called to see if I was interested. I wanted to make sure that investing in a new website would be valuable. Richard offered good reasons to try the Concierge service, so I took a chance — and I’m happy I did!

Working with my Website Specialist, Iris, was so much fun! I hadn’t counted on how much work I would put in, particularly in selecting photos for the website. The guidance was very good and kept me focused because of the short time between the calls.  It’s the kind of activity that could have stretched out for months, but thankfully was done in just four short weeks. My new site has such a freshness and vivacity to it.     

Have you experienced any specific successes using our tools?  

My FMG Suite website has had much more activity than my old one. I can tell not only by looking at the stats, but also by the calls and comments I receive from clients and prospects alike. The video newsletter also elicits a few comments, as well. It’s just as important that it keeps my name in front of clients, prospects, and centers of influence in a dynamic, easy, breezy, fun way.

Do you have a favorite FMG tool?

Along with my website, the video newsletter is primo. My clients and prospects spend more time watching the videos and clicking through the site than they would with a printed newsletter. And because the tool is automated, it is so much easier on my time and energy.

Would you recommend FMG to other advisors?

I frequently recommend FMG Suite to advisors and even other professionals, like estate lawyers. I have even fielded calls from FMG Suite prospects referred to me by Richard. I’m glad to share. It’s in my nature!

Check out Ora’s FMG Suite website here: http://www.oracitron.com/

Learn more about our Concierge Service and how you can work with a Website Specialist to launch a beautiful website.

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


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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.

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