San Diego, CA, November 9, 2016 — FMG Suite, a digital marketing company serving financial advisors and insurance agents, announced today that they have partnered with Yext Inc., the leader in location technology. Yext enables businesses to update and maintain location-related information across multiple websites, directories and listings with their patented Match & Lock™ technology.
FMG Suite has integrated this technology into their Marketing Suite to provide a comprehensive solution for financial professionals to manage their online presence and keep their location information accurate and up-to-date.
The motivation behind releasing this new tool comes from the inconsistencies many business owners were seeing with their location data. Between the multitude of sites like Yelp, Bing, Google, Yahoo, and many more, it can be nearly impossible to monitor these listings. In fact, two-thirds of business listings have incorrect info listed, which can lead to a decrease in sales and business opportunities as well as reduced rankings in search engine results.
With FMG Local Listings, subscribers will have access to data on more than sixty location services sites and can easily update their correct information across all of them. Customers will be able to:
FMG Local Listings complements the other digital tools that the company offers, such as websites, social media automation, and email campaigns.
FMG Suite, a leader in digital marketing for financial professionals and insurance agents, offers a total inbound marketing solution designed to increase referrals and leads through automated tools. At the heart of the system is a library of award-winning content, including videos, articles, infographics and calculators. By consistently sharing insightful content on multiple digital platforms, FMG Suite tools create consistent, rewarding engagement with clients and prospects. For more information, visit www.fmgsuite.com.
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"...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..."
"...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:
"...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..."