Advisor Uses Concierge Service to Relaunch His Brand
It’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.
Keith Mitcham is a ProEquities financial advisor and partner of Strategic Financial Partners in Houston, Texas. Keith and his team have had a website with FMG Suite for several years. When they wanted to update the design of their site, they enlisted the expertise of one of our Website Specialists and utilized our Concierge Service. Discover why Keith recommends this service to all advisors.
How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website and digital marketing?
When we were initially looking to start marketing and launch a website, we received a few recommendations from ProEquities. There were a few good options but FMG Suite’s compliance tie-in really put them on a whole other level. We didn’t want our marketing and website to take time away that could be spent with our clients. FMG Suite’s compliance integration is so simple and frees up our time.
What do you enjoy most about FMG Suite’s marketing tools?
They’re all so easy to use and save us time. Our main marketing goal is to use tools that aren’t time consuming. With our website, social media, and email newsletter tools, we automatically send out and share content that is relevant, looks good, and is already compliance approved.
What made you choose our Concierge Service?
We’d had our previous website for awhile and we wanted something that was newer, clean, inviting, and to the point. We wanted to immediately capture visitors’ attention and help them immediately understand what sets us apart from others.
How was the Concierge Service? Did it exceed your expectations?
It was fantastic and a very easy process. What I love about FMG Suite is how simple the dashboard is. I can easily go in and make changes to my website in a matter of minutes. My Website Specialist was very helpful and she made some great design recommendations.
What do you like most about your updated website?
Our website looks great and it’s exactly what I was looking for. We incorporated several lead generation components, including Riskalyze. The homepage highlights the most important elements of our website without featuring too much text.
Would you recommend the Concierge Service to other advisors?
The Concierge option is the way to go when building a website with FMG Suite. It’s a painless process and the Website Specialist ensures the many elements come together and look professional. FMG Suite cuts down on our marketing hours so we can focus on growing our business and dedicating time to our clients.
Check out Keith’s FMG Suite website here: http://www.houstonstrategic.com/
Learn more about our Concierge Service and how you can work with a Website Specialist to launch a beautiful website.
Keith isn’t the only advisor who has experienced success using FMG Suite. Check out our many other success stories here!