georgeanne-aistGeorgeanne Aist, of Aist Wealth Planning, was happy to share her positive experiences at FMG Suite. She is especially impressed with our videos, flexible Dashboard, and friendly customer service.

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

It was one of the three premier sites offered at my broker-dealer, Lincoln Financial Advisors, and after speaking with my account manager I loved all of the flexibility and amenities, as well as tracking of client outreach and website access.

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

The up-to-date and timely videos and detailed informational pieces help my clients and visitors gather basic information, which often leads to life changing conversations.

Do you have a favorite FMG tool? If so, which one and why?

I love the videos! People seem to have shorter and shorter attention spans, but they will take the time to watch a video. The messages are clear, the information is delivered in an easily digestible format and viewers feel more in control of the content and messages delivered.

Have you experienced any specific successes using our tools? Or received any positive feedback from clients or prospects?

I use the videos, especially at events. People will stop by my booth or feel comfortable asking questions and will engage in a conversation instead of grabbing some papers or giveaways and running away.

What do you like most about your FMG website?

You can upload and change content continually to keep the page fresh. Topical pages can be built out as programs and are very customizable. Help is just a phone call away and FMG Suite’s customer service team is so friendly and helpful!

Would you recommend FMG to other advisors? If so, why?

Yes, because you have so many ways to give my site a custom feel, I can maintain client outreach and tracking of content accessed and there is an ease to working with the FMG Suite team that supersedes most service providers. You are truly caring and have quick turnarounds on client concerns.

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