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

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 present the new RFG solution Scout Platform.

Pathfinder, a multi-channel digital marketing and communications platform, is designed to enable RFG Advisory financial advisors to plan and execute highly personalized and authentic marketing campaigns to win new clients while deepening engagement with existing customers, all through a user-friendly website that is scalable, efficient and consolidated.

“In this increasingly virtual world, establishing and maintaining truly personal connections with clients and prospects can be very challenging, even as financial advisors face increasing demands on their time and resources,” the president said. from RFG Advisory, Shannon Spotwood. “Our launch of Pathfinder in partnership with FMG Suite gives our financial advisors the ability to connect and engage with clients and prospects across all mediums in a scalable and authentic way. FMG’s platform appealed to us. and we are excited to incorporate our own social, email and blog content and integrate it seamlessly into our platform to enable our advisors to dramatically increase their marketing efforts without any additional investment from their time ! ”

Susan Theder, CMO/CXA of FMG Suite, said, “As a fintech marketing company, our mission is to facilitate the effective marketing of advisors across all mediums and channels using a combination of original content complemented by our extensive editable content library. I’m a big fan of RFG, which I believe has established itself as one of the best independent hybrid RIA companies in the industry, and I couldn’t be more excited to help them continue to differentiate themselves through to offerings like Pathfinder that give their advisors an edge in this increasingly competitive market”!

Main highlights of Pathfinder’s customizable content platform, which will be made available to all RFG Advisory financial advisors by the third quarter of this year, includes:

  • One stop shop for all marketing activitiesScout allows advisors to manage all of their one-to-one marketing activities in one place, including timely email and social posts, video and one-to-one newsletters, client events and seminars, lead magnets, greeting cards and notes, as well as assistance with branding, copywriting, and SEO.
  • Pre-approved original contentScout allows RFG Advisors to take advantage of custom content created by the RFG team as well as create their own content. The platform also gives advisors easy access to FMG Suite’s comprehensive library of editable and pre-approved documents. Advisors can have the best of both worlds by implementing marketing that combines both original and pre-approved content.
  • Social Media AutomationScout gives advisors the ability to automate their social media posts – using content created by the RFG team, from lifestyle to economics/finance – making it easy for advisors to generate revenue-generating posts interest that reflect their brand image.
  • Integration with Salesforce.com – All activities in Scout will be automatically updated in the RFG CRM and contacts will be synced bi-directionally, allowing advisors to easily manage their contacts, activities and analytics.
  • Automated compliance submissions – One-click compliance workflow allows advisors to conduct their marketing without worrying about the extra step of going through compliance, as Pathfinder will automatically route all activity through ad review for them.

“RFG Advisor’s management team recognizes that amplifying the 1-1 relationship with its clients is critical to an advisor’s business success. It takes time and effort to make these kinds of connections, and advisors need help to make it happen in an effective, scalable, and authentic way. We are delighted that the Scout will soon be available to help RFG Advisory with this critical part of its business,” said Susan Theder, CMO/CXO of FMG Suite. “At FMG Suites, we all have a passion for financial advisor marketing and strive to stay on top of the latest marketing trends and technology solutions. Scout is the latest manifestation of our passion.

This announcement follows the announcement of RFG Advisory’s inaugural Warrior Advisor Conference, to be held in person October 12-14, 2022 in Cape Coral, Florida. The Warrior Advisor event embodies RFG’s “Crush Everything” philosophy, providing two days of inspiring and challenging training to help Advisors conquer fear, test their physical and mental strength, and ultimately thrive – not just survive – during periods of disruption.

Keynote speakers include: NFL star Tim Tebow; Dom Raso, hero of Navy SEAL Team Six and CEO/Founder of Dynamis Alliance; Eddie Gallagher, Navy SEAL hero and best-selling author of “Man in the Arena.” For more information and to register, go to www.rfgwc.com.

About RFG Advisory

RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, then a technology company and a third hybrid-RIA. RFG Advisory offers a turnkey integrated platform that provides advisors with all the tools and resources they need to be the CEO of their practice, not the COO, including turnkey technology, institutional caliber investment management, marketing, compliance, business advisory. and operational support. Focused on amplifying independence, advisors affiliated with RFG Advisory retain all equity in their firm and pay a basis point fee to access RFG’s investment and technology platform. In addition, through RFG Capital, the company buys stakes in consulting firms to facilitate succession planning and provides loans to advisers to enable the transition to full independence.

Securities offered by Registered Representatives through Retail Services. FINRA/SIPC member. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities.

About FMG Suite

FMG Suite powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with their clients, and grow their business. Ranked #1 in market share and customer satisfaction three years in a row by the T3 Software survey report, FMG Suite helps clients develop comprehensive marketing strategies and automate their most effective marketing tactics. FMG Suite is headquartered in San Diego, California, with satellite offices across the United States.

Cathy W. Howerton