RFG Advisory, the Headline-Catching RIA, Chooses FMG Platform to Enable Financial Advisors to Automate Digital Marketing Across Multiple Channels for Client Prospecting and Engagement

Financial Advisors Can Leverage RFG’s Curated Content, Their Own Content, or FMG Suite’s Robust Library of Pre-Approved, Editable Articles and Content for Seamless, Scalable, and Authentic Digital Marketing

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced a strategic partnership with RFG Advisory, an innovative and fast-growing hybrid RIA, to introduce RFG’s new Pathfinder platform.

Marketing Technology News: Engageware Releases Inaugural ‘Customer Engagement in Banking’ Report

“All of us at FMG Suites have a passion for financial advisor marketing and ensuring we remain at the forefront of the latest marketing trends and technology solutions. Pathfinder is the latest manifestation of our passion.”

Pathfinder, a multi-channel, digital marketing and communications platform, is designed to enable RFG Advisory’s financial advisors to plan and execute highly personalized and authentic marketing campaigns to win new clients while deepening engagement with existing clients, 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 rising 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 ability to connect and engage with clients and prospects across every medium in a scalable and authentic basis. FMG’s platform wow’d us and we are so excited to incorporate our own social, email, and blog content and integrate it seamlessly into our platform to make it easy for our advisors to significantly up 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 market effectively across all mediums and channels using a combination of original content complemented with our vast, editable content library. I am a big fan of RFG, which I believe has established itself as one of the industry’s top independent hybrid RIAs firms, and couldn’t be more thrilled to help them continue to differentiate through offerings like Pathfinder that give their advisors an advantage in this increasingly competitive market”!

Key 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, include:

Marketing Technology News: Similarweb Names Raymond ‘RJ’ Jones As Vice President of Investor Relations

• One-stop for all marketing activities– Pathfinder enables advisors to manage all their personalized marketing activities in one place, including timely email and social posts, video and build-your-own newsletters, client events and seminars, lead magnets, greeting and note cards, and assistance with branding, copy writing, and SEO.

• Original pre-approved content –Pathfinder allows RFG advisors to leverage 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 full library of editable, pre-approved materials. Advisors can have the best of both worlds by implementing marketing that combines both original and pre-approved content.

• Social media automation – Pathfinder gives advisors the ability to automate their social media posts – using content created by the RFG team from lifestyle to economic/financial – making it easy for advisors to generate interest-generating posts that reflect their brand image.

• Integration with Salesforce.com – All activities in Pathfinder will automatically be updated in the RFG CRM and contacts will sync bi-directionally making it seamless for advisors to manage their contacts, activities, and analytics.

• Automated Compliance Submissions – The one-click compliance workflow enables advisors to conduct their marketing without worrying about the extra step of submitting to compliance as Pathfinder will automatically route all activities through ad review for them.

“The executive team at RFG Advisor recognizes that amplifying the 1-1 relationship with their clients is crucial to an advisor’s business success. It takes time and effort to build these types of connections, and advisors need help getting this done in an efficient, scalable, and authentic way. We are excited that the Pathfinder platform will soon be available to help RFG Advisory with this critical element of their business,” said Susan Theder, CMO/CXO of FMG Suite. “All of us at FMG Suites have a passion for financial advisor marketing and ensuring we remain at the forefront of the latest marketing trends and technology solutions. Pathfinder is the latest manifestation of our passion.”

This announcement comes on the heels of the news of RFG’s Advisory’s inaugural Warrior Advisor Conference, taking place in-person from October 12 – 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 advisors conquer fear, pressure-test their physical and mental toughness and ultimately thrive – not just survive – during times of disruption.

Marketing Technology News: MarTech Interview with Rick Kelly, CPO at Fuel Cycle