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FMG Suite Company Research Report



Company Overview



Name


FMG Suite, LLC

Mission of the Company


FMG Suite is committed to making it easy for financial advisors to market authentically and effectively across every channel, including websites, social media, email, print, and mobile.

Founded


Founded in October 2010 as Faulkner Media Group.

Founders


No information is available.

Key People in the Company


  • Scott White: President, Chief Executive Officer & Executive Board Member

  • Dave Christensen: Chief Product & Technology Officer

  • Susan Theder: Chief Marketing & Experience Officer

  • Jared Card: Chief Operating Officer

  • Chris Aitkens: Chief Sales Officer

  • Samantha Russell: Chief Evangelist

  • Nate Alvar: VP of Product Engineering

  • Dave Talso: VP, Marketing Operations

  • Brandon Brown: VP of Creative & Product Experience

  • Lucy Borne: VP of Implementation & Enterprise Success

  • Richard Hwang: VP Enterprise Sales & Strategy

  • Liz Norman: VP of People

  • Chris Paley: VP of Sales

  • Luke Paglia: General Counsel

  • Karen Ong: VP Controller

  • Tim Abel: VP Enterprise Sales


Headquarters


No information is available.

Number of Employees


No information is available.

Revenue


No information is available.

Company Recognition


FMG Suite is known for being the only all-in-one marketing technology platform specifically designed for financial advisors. They have been voted #1 in customer satisfaction for three years in a row according to the T3/Inside Information survey.

Products



FMG Suite offers a range of marketing solutions for financial advisors. Below are their key products and features:

Product Offerings



Market My Business


A comprehensive marketing platform enabling financial advisors to build their brand, manage client communications, and grow their businesses.

Modernize My Website


A toolset that allows for building customized websites with:
  • Drag and drop visual editing

  • Customizable content library

  • Built-in SEO tools


Platform Features



  • All-In-One Solution: Provides a cohesive platform for various marketing needs.

  • Content: Access to a vast library of pre-written and customizable content.

  • Marketing Automation: Automation for email and social media campaigns.

  • One-Click Compliance: Facilitates easy compliance with industry standards and regulations.

  • Accessibility Lock: Ensures websites are accessible to all visitors.


Key Features



  • Lead Generation: Tools to convert website visitors into prospects and clients.

  • Email Automation: Allows for easy set-up of automated communication workflows.

  • Social Media Tools: Provides strategies and tools for effective social media presence.

  • Outsourced Marketing Department: Offers a full-service marketing team to manage comprehensive marketing plans.


Recent Developments



Acquisitions


  • February 2011: Versimark

  • September 2016: Advisors Assistant

  • November 2016: Advisor Launchpad

  • June 2017: Agency Revolution

  • July 2018: Platinum Advisor Strategies

  • August 2018: MarketingPro

  • November 2020: Twenty Over Ten

  • July 2022: Vestorly

  • July 2022: Forge3

  • September 2023: MyRepChat


New Features and Updates


No specific new features or updates are mentioned in the provided information.

Partnerships


No information is available.

This report reflects the information available from the provided data. Some fields remain unaddressed due to the lack of specific data. Further research is recommended for comprehensive insights.
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