FMG Suite Partners with RFG Advisory to Launch Digital Marketing Platform to Drive Business Growth for Financial Advisors

RFG Advisory, the Headline-Catching RIA, Chooses FMG Platform to Allow Fiscal Advisors to Automate Digital Marketing Throughout Numerous Channels for Customer Prospecting and Engagement

Money Advisors Can Leverage RFG’s Curated Articles, Their Possess Content material, or FMG Suite’s Robust Library of Pre-Authorised, Editable Content articles and Information for Seamless, Scalable, and Authentic Electronic Marketing

SAN DIEGO, March 10, 2022–(BUSINESS WIRE)–FMG Suite, a SaaS enterprise specializing in marketing software and companies for monetary advisors and insurance plan agents, right now introduced a strategic partnership with RFG Advisory, an progressive and quick-developing hybrid RIA, to introduce RFG’s new Pathfinder platform.

This push launch capabilities multimedia. Look at the total launch listed here: https://www.businesswire.com/news/property/20220310005575/en/

Money Advisors Can Leverage RFG’s Curated Content material, Their Personal Written content, or FMG Suite’s Robust Library of Pre-Permitted, Editable Articles or blog posts and Material for Seamless, Scalable, and Reliable Digital Marketing (Graphic: Business Wire)

Pathfinder, a multi-channel, electronic marketing and communications system, is intended to enable RFG Advisory’s economic advisors to prepare and execute remarkably personalised and authentic marketing strategies to earn new purchasers although deepening engagement with existing consumers, all as a result of a user-friendly site that is scalable, productive and consolidated.

“In this progressively virtual environment, setting up and retaining genuinely individual connections with clients and prospective clients can be really tough, even as monetary advisors experience mounting needs on their time and methods,” explained RFG Advisory President, Shannon Spotswood. “Our launch of Pathfinder in partnership with FMG Suite gives our monetary advisors the capability to join and engage with customers and potential customers across just about every medium in a scalable and reliable foundation. FMG’s system wow’d us and we are so energized to incorporate our very own social, email, and website material and integrate it seamlessly into our system to make it straightforward for our advisors to noticeably up their marketing attempts with no any more investment of their time!”

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Susan Theder, CMO/CXA of FMG Suite, said, “As a marketing fintech company, our mission is to make it less complicated for advisors to current market correctly across all mediums and channels utilizing a blend of unique content material complemented with our huge, editable content library. I am a massive supporter of RFG, which I imagine has recognized itself as 1 of the industry’s prime independent hybrid RIAs corporations, and could not be more thrilled to assist them proceed to differentiate via offerings like Pathfinder that give their advisors an gain in this more and more aggressive marketplace”!

Critical highlights of Pathfinder’s customizable written content platform, which will be designed obtainable to all RFG Advisory money advisors by the 3rd quarter of this calendar year, contain:

• One-end for all marketing pursuits– Pathfinder enables advisors to regulate all their customized marketing activities in one position, including timely electronic mail and social posts, movie and make-your-own newsletters, client events and seminars, direct magnets, greeting and notice playing cards, and guidance with branding, copy composing, and Search engine optimization.

• First pre-permitted written content –Pathfinder will allow RFG advisors to leverage custom made material developed by the RFG group as properly as develop their possess articles. The system also gives advisors uncomplicated accessibility to FMG Suite’s entire library of editable, pre-approved resources. Advisors can have the very best of both of those worlds by employing marketing that combines equally authentic and pre-authorised content.

• Integration with Salesforce.com – All activities in Pathfinder will instantly be up-to-date in the RFG CRM and contacts will sync bi-directionally creating it seamless for advisors to handle their contacts, pursuits, and analytics.

“The govt staff at RFG Advisor recognizes that amplifying the 1-1 connection with their clientele is important to an advisor’s business success. It can take time and effort and hard work to create these types of connections, and advisors will need assist having this completed in an effective, scalable, and authentic way. We are fired up that the Pathfinder system will soon be out there to help RFG Advisory with this essential factor of their business,” stated Susan Theder, CMO/CXO of FMG Suite. “All of us at FMG Suites have a enthusiasm for economic advisor marketing and making certain we remain at the forefront of the most up-to-date marketing tendencies and know-how options. Pathfinder is the most recent manifestation of our enthusiasm.”

This announcement arrives on the heels of the information of RFG’s Advisory’s inaugural Warrior Advisor Meeting, using place in-particular person from October 12 – 14, 2022, in Cape Coral, Florida. The Warrior Advisor celebration embodies RFG’s “Crush All the things” philosophy, presenting two times of inspiring, complicated training to enable advisors conquer concern, stress-take a look at their actual physical and mental toughness and ultimately thrive – not just endure – during instances of disruption.

Keynote speakers incorporate: Tim Tebow, NFL star Dom Raso, Navy SEAL Team Six hero and CEO/Founder of Dynamis Alliance Eddie Gallagher, Navy SEAL hero and Best-selling writer of “Person in the Arena.” For much more facts and to register, remember to pay a visit to www.rfgwc.com.

About RFG Advisory

RFG Advisory is an innovator in the prosperity administration field. Passionately fully commited to serving impartial money advisors and their shoppers, RFG Advisory prides alone on being a support business first, a technology corporation next and a hybrid-RIA 3rd. RFG Advisory provides a flip-essential integrated system that presents Advisors all of the applications and resources they want to be the CEO of their apply, not the COO, like convert-critical technologies, institutional-caliber investment decision management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and spend a foundation place charge for accessibility to RFG’s investment decision and technological innovation platform. Also, through RFG Money, the company buys stakes in advisor tactics to facilitate succession organizing and offer financial loans to advisors to enable the go to full independence.

Securities available by Registered Associates by means of Personal Shopper Providers. Member FINRA/SIPC. Advisory items and providers offered by Expense Advisory Representatives via RFG Advisory, a Registered Investment decision Advisor. Personal Customer Services and RFG Advisory are unaffiliated entities.

About FMG Suite

FMG Suite powers an all-in-just one marketing system that will help fiscal advisors and insurance policy brokers catch the attention of new qualified prospects, continue to be connected with clients and improve their businesses. Rated 1st in current market share and customer gratification three many years in a row by T3 Software package Study Report, FMG Suite can help its customers establish in depth marketing methods and automate their most effective marketing techniques. FMG Suite is headquartered in San Diego, CA with satellite workplaces across the United States.

View source model on businesswire.com: https://www.businesswire.com/news/home/20220310005575/en/

Contacts

RFG Advisory Push Speak to:
Tina Powell, CEO
[email protected]
917-830-5931

FMG Suite Push Make contact with:
Blair Kelly
[email protected]