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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 System to Permit Monetary Advisors to Automate Digital Advertising and marketing Across Multiple Channels for Client Prospecting and Engagement

Financial Advisors Can Leverage RFG’s Curated Information, Their Own Content, or FMG Suite’s Sturdy Library of Pre-Authorized, Editable Posts and Material for Seamless, Scalable, and Authentic Digital Marketing and advertising

SAN DIEGO, March 10, 2022–(Organization WIRE)–FMG Suite, a SaaS business specializing in promoting program and providers for monetary advisors and insurance policy brokers, these days introduced a strategic partnership with RFG Advisory, an innovative and rapid-growing hybrid RIA, to introduce RFG’s new Pathfinder platform.

This press launch features multimedia. Perspective the entire release below: https://www.businesswire.com/information/property/20220310005575/en/

Fiscal Advisors Can Leverage RFG’s Curated Material, Their Possess Content material, or FMG Suite’s Sturdy Library of Pre-Approved, Editable Content articles and Articles for Seamless, Scalable, and Genuine Digital Promoting (Graphic: Enterprise Wire)

Pathfinder, a multi-channel, digital advertising and communications system, is made to allow RFG Advisory’s economic advisors to approach and execute extremely customized and authentic promoting strategies to earn new clients though deepening engagement with current customers, all by way of a person-friendly web page that is scalable, productive and consolidated.

“In this progressively virtual world, developing and maintaining actually personalized connections with clientele and prospective customers can be really hard, even as financial advisors face growing calls for on their time and assets,” reported RFG Advisory President, Shannon Spotswood. “Our start of Pathfinder in partnership with FMG Suite gives our money advisors the ability to link and interact with clientele and potential customers throughout every single medium in a scalable and reliable foundation. FMG’s platform wow’d us and we are so psyched to integrate our own social, e-mail, and site content material and combine it seamlessly into our system to make it uncomplicated for our advisors to significantly up their advertising efforts without the need of any additional investment of their time!”

Susan Theder, CMO/CXA of FMG Suite, stated, “As a marketing fintech firm, our mission is to make it a lot easier for advisors to market properly across all mediums and channels making use of a blend of authentic material complemented with our vast, editable content material library. I am a huge admirer of RFG, which I imagine has set up itself as 1 of the industry’s prime unbiased hybrid RIAs corporations, and couldn’t be a lot more thrilled to aid them proceed to differentiate by offerings like Pathfinder that give their advisors an edge in this increasingly aggressive industry”!

Crucial highlights of Pathfinder’s customizable content platform, which will be designed readily available to all RFG Advisory fiscal advisors by the 3rd quarter of this year, include:

  • One particular-prevent for all promoting functionsPathfinder allows advisors to regulate all their individualized promoting pursuits in one particular area, which include timely email and social posts, movie and construct-your-personal newsletters, customer events and seminars, guide magnets, greeting and observe cards, and aid with branding, duplicate composing, and Search engine optimization.

  • Authentic pre-authorised contentPathfinder enables RFG advisors to leverage tailor made articles produced by the RFG team as nicely as generate their individual content. The system also gives advisors simple accessibility to FMG Suite’s complete library of editable, pre-authorized components. Advisors can have the very best of both equally worlds by employing marketing and advertising that combines both equally original and pre-accepted content.

  • Integration with Salesforce.com – All activities in Pathfinder will routinely be up-to-date in the RFG CRM and contacts will sync bi-directionally producing it seamless for advisors to control their contacts, things to do, and analytics.

“The govt team at RFG Advisor acknowledges that amplifying the 1-1 romantic relationship with their customers is critical to an advisor’s business enterprise success. It normally takes time and energy to establish these types of connections, and advisors need assistance receiving this done in an effective, scalable, and genuine way. We are enthusiastic that the Pathfinder platform will shortly be offered to assistance RFG Advisory with this critical factor of their business enterprise,” explained Susan Theder, CMO/CXO of FMG Suite. “All of us at FMG Suites have a enthusiasm for economic advisor promoting and guaranteeing we continue being at the forefront of the newest marketing and advertising trends and technology remedies. Pathfinder is the most recent manifestation of our enthusiasm.”

This announcement will come on the heels of the news of RFG’s Advisory’s inaugural Warrior Advisor Meeting, getting position in-particular person from October 12 – 14, 2022, in Cape Coral, Florida. The Warrior Advisor party embodies RFG’s “Crush Everything” philosophy, supplying two days of inspiring, complicated education to assist advisors conquer dread, stress-exam their actual physical and mental toughness and ultimately prosper – not just endure – for the duration of times of disruption.

Keynote speakers include: Tim Tebow, NFL star Dom Raso, Navy SEAL Crew Six hero and CEO/Founder of Dynamis Alliance Eddie Gallagher, Navy SEAL hero and Ideal-promoting writer of “Person in the Arena.” For a lot more information and facts and to register, please visit www.rfgwc.com.

About RFG Advisory

RFG Advisory is an innovator in the wealth administration sector. Passionately fully commited to serving unbiased monetary advisors and their customers, RFG Advisory prides alone on staying a provider enterprise initially, a technology enterprise next and a hybrid-RIA 3rd. RFG Advisory delivers a turn
-important integrated platform that offers Advisors all of the tools and resources they have to have to be the CEO of their practice, not the COO, like change-critical technologies, institutional-caliber financial investment administration, promoting, compliance, company consulting and operational help. Focused on amplifying independence, Advisors who affiliate with RFG Advisory manage all of the equity in their business and pay back a foundation position price for access to RFG’s investment and engineering platform. Also, by RFG Money, the business purchases stakes in advisor methods to facilitate succession organizing and give loans to advisors to permit the shift to entire independence.

Securities presented by Registered Representatives by means of Personal Shopper Solutions. Member FINRA/SIPC. Advisory goods and products and services supplied by Financial commitment Advisory Reps through RFG Advisory, a Registered Expense Advisor. Non-public Client Expert services and RFG Advisory are unaffiliated entities.

About FMG Suite

FMG Suite powers an all-in-a person promoting system that aids money advisors and insurance brokers catch the attention of new leads, stay connected with customers and grow their corporations. Rated to start with in market place share and shopper pleasure three years in a row by T3 Software program Study Report, FMG Suite helps its buyers produce complete marketing and advertising methods and automate their most successful internet marketing strategies. FMG Suite is headquartered in San Diego, CA with satellite workplaces across the United States.

Check out resource variation on businesswire.com: https://www.businesswire.com/news/dwelling/20220310005575/en/


RFG Advisory Press Get hold of:
Tina Powell, CEO
[email protected]

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