The Premier All-in-One Marketing Suite for Financial Advisors Is Joining Forces With the Top Strategic Marketing Firm for Financial Advisors

The acquisition was announced on July 30th, 2018 by FMG Suite’s CEO, Scott White, and the Co-Founders of Platinum Advisor Strategies, Thomas Fross and Robert Fross, who will remain on board in an advisory capacity.

“Our customers have expressed to us their desire for more personalized consulting and guidance when it comes to implementing their marketing strategies,” said FMG Suite CEO, Scott White. “Bringing Platinum under our banner adds to our offering a group of experienced marketing consultants, as well as a vibrant content machine. Our clients will now have access to strategic consulting, branding and logo services, weekly email newsletters, quarterly print newsletters, checklists and invitations for over 100 different client appreciation and educational events, and other incredible services and content. ”

Thomas and Robert Fross founded Platinum Advisor Strategies in 2009 to help advisors achieve greater levels of retention and reach through cutting-edge marketing strategies. The company is operated in Summerfield, Florida.  

“Financial advisors are not only responsible for the task of managing money, but managing their branding as well. It can be overwhelming,” said Thomas Fross.

“Our own advisory has benefited greatly from combining Platinum’s strategic guidance with FMG Suite’s powerful technology. Now, every advisor can experience the same great solution,” said Robert Fross.

FMG Suite will be offering this solution as part of their latest product addition, Elevate, available to new and existing customers starting August 1st, 2018.

FMG Suite, the leading marketing software solution for financial advisors, announces the recent acquisition of Agency Revolution, the company responsible for Connect, the premier automated client communication software for insurance agents and brokers. By combining resources, FMG Suite and Agency Revolution will now be the leading software solution for automated marketing in two service verticals.

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, a digital marketing company serving financial advisors and insurance agents, announced today that it is integrating its platform with Redtail Technology, a leading client relationship management software for financial services firms.

FMG Suite, a leader in digital marketing for financial advisors, has been selected by LPL Financial for its new Vendor Affinity Program. LPL Financial is the nation’s largest independent broker-dealer and a custodian of more than 14,000 registered investment advisors.