FMG Suite Debuts New Lead Generation Capabilities
FMG Suite, a San Diego-based firm specializing in marketing software and services for financial advisors and insurance agents, has integrated new lead-generation capabilities into its platform.
FMG Suite’s new tools make it easy for every financial professional, regardless of marketing expertise, to capture new business. The streamlined process enables advisors to generate ongoing inbound leads with branded website components, unique page sections, pop-ups and forms to capture contact information.
The new integration also provides valuable, engaging content, including e-books and quizzes, social sequences and display ads to increase advisors’ online visibility, as well as providing event-marketing tools and automated referral campaigns.
LPL Unveils Proprietary Client Meeting Prep Tool
LPL Financial is now offering its affiliated advisors access to Meeting Manager, a proprietary digital solution that makes it easier to prepare for client meetings.
Meeting Manager is integrated within ClientWorks, LPL’s advisor technology workstation, and it’s available at no additional cost to all LPL advisors. This time-saving solution simplifies the steps necessary to organize and manage client meetings, and reduces the number of administrative tasks associated with them, creating more time in an advisor’s day.
CFFP Debuts Sports And Entertainment Designation
The College for Financial Planning—A Kaplan Company, headquartered in Centennial, Colo., now offers Merrill Lynch wealth advisors exclusive access for one year to its new sports and entertainment designation.
Many successful athletes and entertainment figures, unaccustomed to sudden wealth, risk losing it all without professional advice and guidance, according to the college. The Sports & Entertainment Accredited Wealth Management Advisor (or SE-AWMA) program is designed to provide advisors with the training and knowledge to help high-net-worth clients in the sports and entertainment fields grow, preserve and transfer their wealth.
By enrolling in the college’s program, participants will learn how to analyze and evaluate numerous wealth-planning strategies, including qualitative planning, trusts, investments, retirement benefits, cash flow and tax planning and business and estate planning, and they will learn how to customize plans and solutions for each client’s unique circumstances.
The College for Financial Planning provides a digital learning platform to access course materials and study tools, with a choice of live, online or on-demand classes.