Market in Motion Blog


Customizable Websites and Video Marketing: Why This Advisor Chooses FMG Suite

Marketing Successes, Success Stories, Video Marketing 0 Comments

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!

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