Market in Motion Blog

 
 

Advisors Love The Simplicity of FMG Suite’s Dashboard

Success Stories 0 Comments

fd7e4390-f4d5-4a71-8a7f-da46d699f118It’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.

Shawn A. Manuel of Strategic Wealth Inc. is an advisor with Woodbury Financial Services who uses our website, email newsletter, and social media tools. He enjoys the integration of all of his tools in his marketing strategy so much that he shared his story with us.

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 from one of my colleagues who is associated with my broker-dealer. It’s hard to find marketing specialists that are approved by compliance, so I appreciated that FMG Suite knows our industry well.

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

FMG Suite has helped me stay in front of clients and prospects, particularly through the automated social media campaign and video newsletters. I understand the importance of a cohesive marketing strategy and because all of FMG Suite’s tools tie together, I can easily stay in front of my clients and prospects.

Do you have a favorite FMG tool? If so, which one and why?

The social media automatic campaign is by far my favorite tool, as it allows me to send out well-produced, timely content to our social media profiles on a regular basis. We don’t have a marketing team or social media specialist, so the tool makes it easier to post consistently.

Have you received any positive feedback from clients or prospects?

We are constantly receiving positive feedback from both clients and prospects who have visited our website. The dynamic, changing content keeps them more engaged than the static websites that are common in our industry.

What do you like most about your FMG Suite website?

The ease of usability is great, because changing and updating content couldn’t be simpler. And best of all, the finished product looks great. I appreciate that FMG Suite has made the dashboard user-friendly, even for those who aren’t used to building and maintaining a website.

Would you recommend FMG to other advisors?

Absolutely. FMG Suite produces a professional looking web and social media presence, while requiring limited web development knowledge or time from the advisor. I highly recommend it!

Shawn 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