SAN DIEGO – (BUSINESS WIRE) – FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced a strategic partnership with RFG Advisory, an innovative and fast-growing hybrid RIA, to introduce the new RFG Pathfinder platform.
Pathfinder, a multi-channel, digital marketing and communication platform, is designed to enable RFG Advisory’s financial advisors to plan and run highly personalized and authentic marketing campaigns to gain new clients by deepening engagement with existing clients, all through a customized website. is scalable, efficient and consolidated.
“In this increasingly virtual world, establishing and maintaining truly personal relationships with clients and potential clients can be very challenging, even as financial advisors face increasing demands on their time and resources,” said RFG Advisory President Shannon Spotswood. “Our launch of Pathfinder in partnership with FMG Suite gives our financial advisors the opportunity to connect and engage with clients and potential clients in all media on a scalable and authentic basis. The FMG platform has thrilled us and we are so excited to incorporate our own content on social media, emails and blogs and seamlessly integrate it into our platform to make it easier for our advisors to significantly increase their marketing efforts without any additional investment of their time !! “
Susan Theder, CMO / CXA of FMG Suite, said: “As a marketing fintech company, our mission is to make it easier for advisors to effectively place on all media and channels using a combination of original content complemented by our vast editable content library. an RFG fan, who I believe has established itself as one of the leading independent hybrid RIA firms in the industry, and can no longer be thrilled to help them continue to differentiate through offerings like Pathfinder that give their advisors an edge in this increasingly competitive market ”!
Key highlights of Pathfinder’s Customizable Content Platform, which will be available to all RFG Advisory financial advisors by the third quarter of this year, include:
“The executive team at RFG Advisor recognizes that strengthening a 1-1 relationship with their clients is key to a consultant’s business success. It takes time and effort to build these types of relationships, and counselors need help to do so in an efficient, scalable, and authentic way. We are excited that the Pathfinder platform will soon be available to assist RFG Advisory in this critical element of their business, ”said Susan Theder, CMG / CXO FMG Suite. “All of us at FMG Suites have a passion for marketing financial advisors and ensure we stay at the forefront of the latest marketing trends and technology solutions. The Pathfinder is the latest manifestation of our passion. ”
This announcement comes after the news of the inaugural Warrior Advisory Conference of the RFG Advisory, which will be held in person from October 12 to 14, 2022 in Cape Coral, Florida. The Warrior Advisor event embodies RFG’s “Crush Everything” philosophy, offering two days of inspiring, challenging training to help counselors overcome fear, test their physical and mental strength, and eventually progress – not just survive – in times of disruption.
Keynote speakers include: Tim Tebow, NFL star; Dom Raso, hero of the Navy SEAL Team Six and CEO / Founder of Dynamis; Eddie Gallagher, the hero of Navy SEAL and the author of the best-selling films “Man in the Arena”. For more information and registration, visit www.rfgwc.com.
RFG Advisory is an innovator in the wealth management industry. Passionate about providing services to independent financial advisors and their clients, RFG Advisory is proud to be first a service company, then a technology company and third a hybrid RIA. RFG Advisory delivers an integrated turnkey platform that provides advisors with all the tools and resources they need to be the CEO of their practice, not COO, including turnkey technology, institutional caliber investment management, marketing, compliance , business consulting and operational support. Focused on strengthening independence, RFG Advisory Associates maintain all capital in their operations and pay a basic fee to access the RFG Investment and Technology Platform. In addition, through RFG Capital, the firm buys stakes in advisory practices to facilitate succession planning and provide loans to advisors to enable the transition to full independence.
Securities offered by registered representatives through services for private clients. Member of FINRA / SIPC. Advisory products and services offered by representatives of the Investment Adviser through RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unrelated entities.
FMG Suite is launching a comprehensive marketing platform that helps financial advisors and insurance agents attract new leads, stay connected and grow their business. First rated for market share and customer satisfaction for three years in a row by T3 Software Survey Report, FMG Suite helps its clients develop comprehensive marketing strategies and automate their most effective marketing tactics. FMG Suite is headquartered in San Diego, CA with satellite offices throughout the United States.
