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Advisor Sees Immediate Results with The FMG Suite Email Campaigns Tool

Email Marketing, Success Stories 0 Comments

Just within the past few months, we’ve heard from several advisors about their success with our email newsletter tool. Joe Bonfiglio, a CFP® professional and registered representative with HD Vest, is the latest advisor to see results with the tool. We spoke with Joe’s Client Relations Manager, Kathy Holobowski, about their success.

How did you decide to use FMG Suite for your digital marketing?

Our broker-dealer, HD Vest, recommended using FMG Suite as a strategic partner to assist us in creating an integrated marketing solution for our client communications. We took a look at your site and we were impressed with the tools, so we built our website on the platform.

You recently experienced some immediate success with our email newsletter tool. How did that come about?

Very recently we added the email newsletter tool and our contacts responded very well with the first campaign that was sent out. 46% of our clients opened the email and, of those who opened the email, 28% clicked the video to watch. From what we’ve read, it’s an impressive opening rate. The topic was “The Cost of Procrastination” and we had several clients call about it, saying they had been meaning to talk with Joe about specific items.

That’s great! What other FMG Suite tools are you enjoying using?

We are very pleased with all of the tools provided by FMG Suite. I specifically like the website and its design. There is such a variety of visuals and resources, from videos to presentations, to appeal to our existing clients and potential new clients. It’s very easy for us to customize the content and keep our website fresh and visually appealing.

Would you recommend FMG Suite to other advisors?

Definitely. FMG Suite is so easy to work with. You have exceeded our expectations with your creative visual design and innovative marketing tools.


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