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FMG Suite Helps This Advisor Successfully “Set It and Forget It”

Social Media, Success Stories 0 Comments

dc48c3ed-a724-4bf1-a604-54449fc23636It’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.

Andrew Sharp, an advisor with LPL Financial, is one of our Concierge website clients and is enjoying the benefits of his new site so much that he shared his experience with us.

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

I learned about FMG Suite through my broker-dealer, LPL, because you part of their Vendor Affinity Program. I also knew a lot of other independent advisors on your platform and they spoke highly of your services and technology.

I decided to go with FMG Suite because there was a lot of consistency between the things I was hearing from many different sources, so I knew the praise must have been accurate.

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

One thing I really love about the FMG Suite platform is the automated social media posts, and how I can implement a “set it and forget it” strategy. We don’t have time to monitor a social strategy on our own, but understand the importance of being on social media, so this tool takes some of the stress away from having a social strategy.

Do you have a favorite FMG Suite tool?

Like mentioned earlier, I love the Social Foundation tool and the ease of using it. I’m also excited to dive into FMG Suite’s integration with Redtail because we are Redtail subscribers and are interested in creating custom campaigns.

What do you like most about your FMG Suite website?

Although our website is new, we have already had positive comments from clients and their friends. Honestly, it feels like night and day compared to my last site with a different provider. I was never proud to show off my site before, and now I am happy to.

Would you recommend FMG Suite to other advisors?

Yes, because FMG Suite is very attuned with the financial advising market. Working through the Concierge process, all of the designers and content creators know all about compliance, what we can and can’t have on our site, and the process of compliance approval. This intimate understanding of the industry really sets your company apart.

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

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