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FMG Campaigns and Website Result in New Clients for This Advisor

Email Marketing, Marketing Successes, Success Stories, Website 0 Comments

2935258It’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.

We love hearing from long-time clients who continuously build on their marketing tools and trust us to help them with their strategies. Lenore Rostoni of Clock Retirement and Financial Consultants is one such advisor. She’s been using our platform for some time and continues to do so for several reasons: our comprehensive offering, our flexible website design options, and our amazing customer service.

Here, Lenore shares with us her 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?

I learned about FMG Suite through my broker-dealer, LPL Financial. FMG Suite came highly recommended by them, which made me feel more confident working with them. Ultimately, we chose to work with FMG because of the comprehensive marketing tools they offer.

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

What’s so great about FMG is that it’s much more than a website or a marketing campaign. All of the tools work continuously and together. FMG has helped us put our name out there in front of clients and prospects in the best light, which is what we, as advisors, all hope for.

What’s your favorite FMG Suite tool?

They’re all so great, but the Happy Birthday campaign really stands out. The birthday messages are wonderful! It’s such a fun and creative way to reach out to prospects you may not have talked to for a while, and to show clients you are thinking about them on their special day.  

Have you experienced any successes using our tools?

We have received some great feedback from clients and prospects. We’ve had one prospect became a client because she was able to learn about who we are through our website. She lives across the country, but due to her finding our FMG Suite website and receiving our ongoing FMG campaigns, she decided she wanted to work with us!

What do you like most about your FMG website?

We are in the process of updating our website through the Exclusive design service and we are very excited to have all of the new advanced features and design elements! We believe it will take our business to the next level.

Would you recommend FMG Suite to other financial advisors?

Yes, absolutely, and we have already. FMG Suite offers the full package, unlike most other companies who only provide a website or email marketing services. Additionally, we have always received nothing but amazing customer service, which is a huge part of why we like working with FMG Suite and will continue to do so.

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


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