Market in Motion Blog


FMG Suite Helps Advisor Maintain Constant Online Presence

Marketing Successes, Success Stories 0 Comments

RafiRodriguezIt’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.

Rafi Rodriguez is a Securities America advisor and the President of Rodriguez Financial Strategies, LLC who understands and embraces the value of marketing and maintaining a credible online presence to connect with clients, referrals, and prospects. Read on to learn about how FMG Suite simplifies his marketing time and efforts while maximizing results.

How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website and digital marketing?

I had previously been using another provider, Emerald, and it became time for a switch. FMG Suite was recommended to me by Securities America. I really liked what I saw and made the change. It’s been several years now that I’ve been using FMG Suite and I absolutely love it.

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

Together, they help me maintain a consistent and constant online presence and build credibility in my community. Financial planning is a very personal service. Clients want to know who their advisor is and confirm their credibility before they trust them with their money. With FMG Suite’s social media, email newsletter, website, and presentation tools, I can stay top of my clients’ minds, and when they refer a friend or family member, that referral can check out my website and social media and learn more about who I am and what I do.

The social media, email newsletter, and presentation tools all tie together and direct people to my website, which I like a lot. It’s very interactive and the Resource Center serves as my workshop tool. I frequently use the calculators with clients and prospects, and they enjoy the videos and articles. My website really serves as a networking and outreach tool, and the hub of my marketing efforts where I can refer people to when I conduct presentations in the community or when someone finds me on social media.

What’s your favorite FMG Suite tool to use?

I really appreciate using the social media tool. The content is very high quality and people find the videos very informative. In particular, I love the capability to customize the topics that post to my social media profiles. It’s directly in line with my marketing campaign strategy. I like to focus on specific topics each month. With FMG Suite, it’s easy for me to choose which topic I want to appear on my social media all month, whether it’s retirement planning or investments or insurance. I routinely get positive feedback on the quality of the social media content.

I’ve recently started using the blog feature on my website to post articles produced by Securities America. It’s very easy to use and once I post the blog on my website, I have been sharing them on social media.

What do you like most about your FMG website?

It’s so easy to use. I can quickly add new blog posts, change content on my pages, or add new items. And best of all, the compliance connectivity with Securities America is helpful and makes things so much simpler and more efficient.

You’ve had a Basic website with us for years, and now you’re going through our new Concierge process. How’s that going?

It’s great! My Website Specialist is very knowledgeable and she’s helped me decide what are the most important elements to highlight on the homepage of my website. I think the Concierge Service is a fantastic deal. The homepage is so important for advisors to get across the most important aspects of their business to get people to check out other pages.

Would you recommend FMG to other Securities America advisors?

Yes. It’s a phenomenal tool to help you connect with more people and elevate your value proposition to new heights. As I’ve said, I’ve been using FMG Suite for years and I can’t imagine not having these tools.

Rafi recently sat down with Securities America to chat about the importance of maintaining a dynamic website. Check it out:


Related Content

Back to blog list


Join Discussion

Still Have Questions?

You've Been April Fooled!

While we can't help you with your wardrobe (sorry), we can help you become an amazing marketer. Click below to check out some of our latest resources. And thanks for playing!

Make Me a Great Marketer

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

Experience The FMG Suite Difference!

Tell us a little about yourself and an expert will reach out to you and walk you through our award winning automated marketing platform.

Privacy Policy

Experience The FMG Suite Difference!

Tell us a little about yourself and an expert will reach out to you and walk you through our award winning automated marketing platform.

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 *
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

Learn More About Pre-Designed Pages

Enter your contact info below and an expert will be in touch soon.

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

A Truly Free 7-Day Trial

No Credit Cards. No Downloads. No Commitments. No Strings Attached.

Sign up now and you’ll be up and running on our integrated and automated marketing platform in a matter of minutes.

  • This field is for validation purposes and should be left unchanged.

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 Suite