Best Practice Partner Spotlight: FMG Suite [43:37]


Sourcing better leads with FMG Suite and Redtail CRM

As an advisor, it is important to know where good leads come from and leverage this information in your marketing. Come learn how to use multichannel marketing! We will share best practices on how to track contact sources to help make more informed marketing decisions and use that information strategically in your campaigns with FMG Suite.

FMG Suite powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients and grow their businesses. Rated first in market share and customer satisfaction in the 2019 and 2020 T3 Software Survey Report, FMG Suite helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics.

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