How Elevate Helps This Firm Gain New Clients From 3000 Miles Away

After 22 years as the head of Demars Financial Group, David Demars has made a number of changes to his business and his marketing strategies. He has acquired six firms in recent years, including one in Alaska that is more than 3,000 miles from his office in Spokane, WA. Between the two locations,…

How This Firm Uses Events + Digital Marketing To Grow

Rethink Wealth, White Rhino Financial, and Design Group all operate under the same management, but each have their own website, their own book of business, and their own locations throughout Texas. With over 80 advisors, and clients across the state, including teachers, doctors, business owners,…

The 15 Best Financial Advisor Websites

One of our favorite aspects of working with our financial advisors and broker-dealers is the reveal of each new website. It’s so exciting to see how the unique personality and perspective of each advisor results in a website that’s unlike any other. Our team takes great pride in working with our…

Advisor Sees Immediate Results with The FMG Suite Email Campaigns Tool

Email Marketing Campaign for Financial Advisors For financial advisors, an email marketing campaign is a critical component of a successful marketing strategy. No other marketing tool can give you the ROI that email marketing can, making it one of the most productive and powerful marketing and…

Alex Chalekian Uses Social Media

Harnessing the Power of Social Media Alex Chalekian has spent over 20 years as a dedicated student of the financial services industry, closely observing best practices and winning marketing techniques. He noticed that the most successful advisors all have one thing in common: a strong online…

Ted Snow Uses Email Marketing Tools

Communication is Key. Over his 30 years as a financial advisor, Ted Snow has learned that the more he stays in touch with them, the more his clients come to depend on him. Today, Ted depends on FMG Suite’s email marketing tools to effortlessly engage his audience and deepen the relationships that…

Mike Hood Uses Automated Campaigns

Knowing the Value of Time Known for his informative seminars and radio appearances, Mike Hood leverages automated campaigns to save himself some major administrative headaches. Thanks to FMG Suite, Mike is able to stay connected, attract new business, and share the latest information, all without…

Joseph Callahan Uses the Content Library

The Importance of Trust With over three decades in the industry, Joe Callahan has helped clients prepare for retirement, save for college, and approach their end-of-life concerns. In that time, Joe identified an ingredient central to helping his clients achieve their dreams: trust. Just like Joe’s…

Why This Advisor Says FMG Suite “Simplifies My Business”

Michael Reich, FSS, LUTCF, CLTC, is an Investment Adviser Representative at John Hancock Financial Network in Sarasota, Florida. He's a big fan of FMG Suite's simplicity and automation. See what he has to say about his experience with us: How did you learn about FMG Suite? I found out about your…

David Hoefferle Gives FMG Suite Testimonial

One of our oldest clients, David Hoefferle of United Financial Center was kind enough to sit down with us and share all of the things he loves about FMG Suite. Thank you for the kind words, David!