FMG Suite

We are thrilled for our recognition in the T3 Advisor Software Survey this year! A huge THANK YOU to our customers for helping us achieve this honor

Marketing Associate Aubrey's new assistant is doing pretty well, despite his lack of opposable thumbs. #FidoFriday

What communication trends do advisors need to know in 2021? https://bit.ly/32Y50w9

On which channels should advisors be spending their time? This week's podcast guest Penny Phillips offers her tips. Listen to the full episode here: https://bit.ly/3vsTK77

Video is complicated- we get it! If you're brand new to creating video, let this blog be your guide. https://bit.ly/3sVTyLV

It's #FidoFriday, and Jackson (and his mom Luz, our marketing graphic designer), hope you'll get outside and get active this weekend!

Dinner seminars are out. Digital webinars are in. Learn our other tried-and-tested lead generation strategies for #advisors on the blog: https://bit.ly/39tCbMa

Looking for an overview of what FMG Suite has to offer? Our new packages page helps you decide which subscription is best for you. https://bit.ly/3cgcDUo

Curious what marketing works for your peers? RSVP for tomorrow's panel webinar with Cristina Lazo of Hedeker Wealth, LLC, LLC, Elizabeth Leventis of Arrow & Bow Wealth Advisors, and Rob Schultz of Robschultzwealth for their insight and advice! https://go.fmgsuite.com/l/84542/2021-01-15/gzpyp9

It's #FidoFriday and time to listen to Emmy (and our VP of People, Liz) turn off those computers and enjoy the weekend!

We are thrilled to take MyCMO to the next level with Advisor Group by introducing new content and tools to better support financial professionals! https://www.fa-mag.com//advisor-group-teams-with-fmg-suite

Learn how you can save time and modernize your marketing with automation in our next webinar on October 14! https://bit.ly/3izZ3dV

What does the mastermind behind FMG Suite’s products have to say about advisor marketing, the industry, and what reps need to succeed? Tune in to this #podcast episode with our Chief Product Officer.

Discover how you can set your financial services firm apart with SEO and drive the right traffic to your site in this thorough podcast episode featuring an SEO expert!

One of the most important things that an advisor must do when designing their new business site is to choose an URL. Read our latest blog for tips to create a domain name that's compliant and memorable! https://fmgsuite.com//choosing-the-right-url-for-your-fin/

2020 has placed a strain on advisors, as many struggle to provide valuable virtual communication and connection with clients and employees. But Private Ocean, winners of the inaugural Financial Planning Visionary Leader award, have ideas to help your firm thrive this year and beyond. Listen to the latest #podcast episode today! https://bit.ly/3beNLKj

Struggling with social media? Don't miss this week’s episode of our #podcast for financial advisors with the AVP of Marketing at LPL Financial. Learn how to use social media confidently, engage clients, and grow your business with her tips! https://go.fmgsuite.com/l/84542/2020-08-19/gq1ynr

Discover expert insight for #businessowners on the latest #podcast with Peter Montoya (Peter Montoya's Thrive Union), including leadership tips and advice to expand your business. Listen now! https://bit.ly/3i7BwkL

How can #financialadvisors bring in more referrals to their firm? Our latest blog provides some tips! https://bit.ly/32RerOY

In this week’s #podcast episode, wealth advisor Kristina Kuprina of Sequoia Wealth Advisors & Investment Management, Inc. offers her advice on using webinars, blogs, and other marketing tools to grow a firm even during a pandemic. Listen now! https://bit.ly/30s3QHi

On the blog: Discover the 5 best marketing ideas for financial professionals that will help you build your business and reach new leads. https://bit.ly/30437w6

The future is uncertain; that is certain. Register for our next #webinar, designed for #RIAs learning how to thrive in the uncertainty that is the rest of 2020, with insight from professionals at XY Planning Network, TD Ameritrade, and Capitalwize, LLC. https://bit.ly/2ZdGWEv

If you're looking for ways to help your firm stand out, you don't want to miss this #podcast episode with Harris & Harris Wealth Management Group. https://bit.ly/38CegYR