Market in Motion Blog

 
 

This Advisor Says FMG Suite is “At the Forefront of Broker-Dealer Approved Marketing”

Success Stories, Website 0 Comments

d818f3b5-b28d-4b32-abb5-1963a02ded01Fuad 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!

Related Content



Back to blog list

Tags



Join Discussion

Still Have Questions?

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

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 *
ZIP *
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

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