FMG Suite Helps This Advisor Stay “Timely and Relevant”

Zac Majors is the CEO and Senior Wealth Manager of Majors & Mondragon Wealth Management in Houston, Texas. After launching his website with us, he had nothing but great feedback to share, including a new client he landed. How did you first learn about FMG Suite and how did you decide to choose…

Re-Engaging Past Prospects with FMG Automated Email Campaigns

Kara Fransted is the Operations Manager at KMH Financial Services, a firm associated with LPL Financial. After learning about us as a compliance-approved, preferred marketing vendor from LPL Financial, they joined our family and have been using our tools for several years. Here, Kara shares their…

This Advisor Says FMG Suite is “At the Forefront of Broker-Dealer Approved Marketing”

Fuad Mansour is a Signator financial advisor and the managing partner of Golden Gate Financial and Insurance Solutions in San Mateo, California. After finding out about our services through Signator's marketing team, he chose us as his marketing provider. Here, he shares how his experience has been…

The Struggle is Real: How This Advisor Can Now Blog Weekly

Matthew is the founder of ARK Wealth Management in Pennsylvania. While he doesn’t use a website with FMG Suite, he utilizes our content for his blog and our automation tools have saved him time and hassle. How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your…

How This Advisor Uses FMG Suite to Maintain Constant Communication with Clients

Nicholas Pino is a Signator financial advisor and one of the leaders at Capital Financial Solutions in Raleigh, North Carolina. He's been using FMG Suite for several months and has been so satisfied with his results, he shared with with us his successes: How did you first learn about FMG Suite? I…

Customizable Websites and Video Marketing: Why This Advisor Chooses FMG Suite

Georgeanne Aist, of Aist Wealth Planning, was happy to share her positive experiences at FMG Suite. She is especially impressed with our videos, flexible Dashboard, and friendly customer service. How did you first learn about FMG Suite and how did you decide to choose FMG Suite for your website and…

Advisor’s FMG Suite Website Leads to New Clients

Bryan Wieferich is a LPL Financial advisor and the founder of Wieferich Financial. He spoke with us and shared his marketing successes, including gaining new clients thanks to his FMG Suite website. How did you first learn about FMG Suite? FMG Suite is one of LPL's Affinity vendors, so I knew they…

This Advisor Shares How FMG Suite Helps Him Brand His Business

John E. Meinert, AAMS® is a LPL Financial Advisor, LPL Registered Principal, and the Managing Member of Meinert Wealth Management in Cerritos, California. He worked with us to start up his marketing and he was so impressed with his results, he shared with us his story. How did you learn about FMG…

Marketing As Easy As 1-2-3

Alex Chalekian of Lake Avenue Financial upgraded to a Concierge site last year and couldn’t be happier. He says that FMG Suite makes marketing “as easy as 1-2-3” and is loving his site and Social Foundation tool. He found out about us through his broker-dealer, LPL. Alex has found the clean design…

Why This Advisor Calls FMG Suite a “One-Stop Shop” for Digital Marketing

Allan Katz, CFP®, ChFC®, CLU® is a financial advisor with Royal Alliance Associates and the founder of Comprehensive Wealth Management Group in Staten Island, New York. See what he has to say about his experience with FMG Suite. How did you first learn about FMG Suite? My broker-dealer, Royal…