JUST ASK KAT
I Coach Advisors on Marketing Strategy to GROW their business!!
The FMG Suite marketing platform is designed for financial professionals, with the right mix of content, tools, and support for you.
FMG Suite has many different engaging and styles that can be customized to create your DREAM website! We also have tools that can turn your website into a lead and referral generation tool! FMG Suite Websites
Depending on the package you chose, we can activate an array of targeted automated marketing for you to keep a constant conversation going with your clients and prospects. Connect your CRM (including Redtail, Wealthbox, and Salesforce) or upload a list of your contacts. Whether you want to gather referrals, send holiday greetings, or reach more pre-retirees, these email campaigns will be your favorite set-it-and-forget-it solution.
Next stop: your new content library. With over 400 pieces to choose from, you’re sure to find some you really want to share. Earmark your favorite videos and infographics, send a personalized greeting card by mail, whip up a quick email, or post a piece to social media. Since every piece is made with advisors and investors in mind, and the platform includes a compliance integration, you’ll never have to worry about compliance headaches!
Live your Best life and Grow your Business!
We create strategies tailored to your goals.
Without any conflicts of interest we put your needs first.
We enjoy building trusted relationships, which span generations.