This Advisor Says FMG Suite is “At the Forefront of Broker-Dealer Approved Marketing”
Fuad Mansour is a Signator financial advisor and the managing partner of Golden Gate Financial and Insurance Solutions in San Mateo, California. After finding out about our services through Signator’s marketing team, he chose us as his marketing provider. Here, he shares how his experience has been thus far.
How have the FMG Suite tools helped with your marketing efforts?
They have helped my team track and maintain client outreach programs more easily, as well as feedback and interested on the individual recipient. It makes doing business and organizing our communications much simpler.
What’s your favorite FMG Suite tool?
The mobile app is our favorite tool because it lets our clients know that we are on the forefront of technology in our field and that we’re always looking for new ways to help and support our clients. I think this technology goes a long way in enforcing our value proposition of caring for our clients and providing excellent service.
Have you received any feedback from clients or prospects?
Yes, many of our clients have told us that they use our mobile app to show and refer their friends and family to our firm.
What are your favorite features of your FMG Suite website?
The regularly updated videos and “Request an Appointment” widget are both nice ways to communicate with our clients, educate them, and make sure they know that we are always open to meeting with them to review any topics or concerns.
Would you recommend FMG Suite to other financial advisors?
Yes. FMG Suite is at the forefront of broker-dealer approved financial marketing tools and content.
Fuad isn’t the only advisor who has experienced success using FMG Suite. Check out our many other success stories here!