Market in Motion Blog

 
 

Advisor Uses Concierge Service to Relaunch His Brand

Success Stories, Website 0 Comments

Screen Shot 2016-05-12 at 11.20.08 AMIt’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!


Take FMG Suite For a Test Drive

Want to experience for yourself the simplicity of FMG Suite’s tools? Start your 7-day free trial today! No credit card needed or downloads necessary. Get started now.

Related Posts



Back to blog list

Tags



Leave a Reply

Be the First to Comment!

Notify of
avatar

wpDiscuz

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

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

 

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

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

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 Logo

Start Today