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See Why This Advisor Calls FMG Suite “the Tool of the Future”

Success Stories 0 Comments

8c7aa45e-ceb6-48f3-872e-ae7523eb5801It’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.

Steven Perry, an independent financial advisor and partner at Preheim & Perry Financial Group, switched from another website provider to FMG Suite in hopes of experiencing more support and more sophisticated marketing. Mission accomplished. Here’s what Steven shared with us about his experience with us thus far:

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

Our broker-dealer, ProEquities, had been a partner with FMG Suite for years and I had been receiving emails from FMG Suite for some time, as well.  We were getting little or no support from our previous website provider so late in 2015 I decided to look into FMG Suite. I was really impressed with what I saw and made the switch.

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

The FMG tools have really helped our firm grasp the use of social media and communication with our clients. FMG Suite has really made our marketing efforts easier and more efficient.

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

I like that my website integrates with Google Analytics and that I can view the metrics of our email and social media campaigns. It’s really helpful to see the traffic to our website and social media pages, and to see who is interacting with our marketing.

Have you received any positive feedback from clients or prospects?

We’ve only recently launched our site but we’ve already received a lot of compliments on our website design and the availability of educational content and resources for our clients.

What do you like most about your FMG Suite website?

The folks at FMG Suite have done such a nice job of making the website platform flexible and adaptable. More than anything, it’s compliance-friendly. It makes it so much easier for my team that we can add new items to our site and automatically submit to compliance.

Would you recommend FMG Suite to other advisors?

FMG Suite’s platform is the tool of the future for communicating with your existing clients and marketing to prospects. The team at FMG Suite has done a great job of staying current and making timely changes for the benefit of financial advisors and their clients.

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

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