FMG complements this by helping advisors execute marketing solutions that support firm growth. “FP Transitions is the industry leader in helping advisors assess their business and identify opportunities to drive additional enterprise value. “Our partnership with FP Transitions is a perfect combination of firms whose mission is to help advisors grow and ultimately increase the value of their most important asset - their business,” stated Susan Theder, Chief Marketing and Experience Officer of FMG. The FMG and FP Transitions partnership gives advisors a comprehensive and powerful solution designed to maximize the value of their business. FMG has spent the past decade arming advisors with tools and resources that sustain a robust client and prospect communication strategy.įP Transitions’ clients will receive exclusive pricing on FMG marketing and website service packages through a private client microsite. Recent studies by McKinsey and FA Magazine showed the frequency of client communications is directly correlated with client satisfaction, a statistic healthy advisory firms should be considering as they build out growth strategies.
Advisors will be able to execute across key marketing objectives such as building their brand, increasing referrals and attracting new prospects. Partnering with FMG, the highest-rated and most-utilized marketing platform for advisors, provides FP Transitions’ consulting clients with an easy way to implement strategic recommendations.
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Our partnership with FMG allows us to provide stronger guidance on how to invest in marketing.” We also know that, for example, $200 million AUM firms who are growing revenue at two times the rate of their industry peers are spending an average of 33% more on marketing each year.
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“With our data insights and analytics, we can tell advisors that the median client-to-licensed professional ratio is 85:1, or that multi-partner firms should adopt a one-third professional compensation, overhead, and profit model. “Simply put, inorganic growth works incredibly well when paired with strong organic growth levers,” shared Marcus Hagood, Director of Equity Management Solutions® at FP Transitions. Leveraging two decades-worth of actionable data points around growing and valuing a business, FP Transitions’ delivers strategic insights that enable firm durability, growth, and relevancy. Guiding wealth management firms through often complex and pivotal transformations, FP Transitions’ partnership with FMG sparks a competitive advantage for advisors seeking to build powerful, sustainable enterprises. 15, 2022 (GLOBE NEWSWIRE) - FP Transitions, the industry’s leading growth consultancy for wealth management firms including succession planning, equity management and M&A services, announced a partnership with FMG, the premier advisor marketing automation, content and website platform for independent financial advisors.
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