FMG is a comprehensive marketing platform that empowers financial advisors and insurance agents to attract new leads, stay connected with clients, and grow their businesses. With a strong track record of customer satisfaction and market share, FMG helps its customers develop effective marketing strategies and automate their most successful tactics. The platform offers a range of features, including a website design tool, email marketing platform, and events page, all of which are user-friendly and customizable. FMG's customer service team is responsive and helpful, providing prompt support and guidance to ensure a smooth transition. Compliance integration is also a key feature, making it easy to ensure regulatory compliance. Overall, FMG has exceeded the expectations of its customers, who praise its flexibility, ease of use, and commitment to customer satisfaction.
We're a 4-person full-service independent Wealth Management Team with over 100 years of collective experience. We've been working with FMG Suites for over a year in conjunction with our Broker Dealer - Prospera Financial Services in Dallas and have been SUPER happy with their assistance and the end result.WEBSITE: Our Website looks fabulous and was easy to format, once their design team had the core structure in place. We found it to be flexible to design and very responsive for the visitor, regardless of what mobile device they were using.EMAILS: The Email Platform is very simple with lots of Email Templates for someone who doesn't want to start from scratch. The selection… read full review
This year, my firm decided to use FMG for marketing upcoming events and sending information on a periodic basis to our clients. After the success in implementing these marketing tools, we immediately decided to redesign our website with their guidance. Everyone loves the upgrade both in our event planning process, and our website.The team at FMG has been wonderful; from Marie who was our first contact (and who still checks in on us) to Melissa who designed our website, which is very professional and reflects our personality. Everything is easily customizable, but when I have a question, I receive immediate help from customer service.I strongly recommend FMG; they save… read full review
FMG makes marketing so much easier and is great because I can touch my clients more frequently and with pertinent information. It has so many great features and the support is top-notch as well.
Monday 7:30AM - 5PM
Tuesday 7:30AM - 5PM
Wednesday 7:30AM - 5PM
Thursday 7:30AM - 5PM
Friday 7:30AM - 5PM
Saturday Closed
Sunday Closed
12395 World Trade Drive, San Diego, CA 92128
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