FMG Suite Selected as a Preferred Marketing Vendor for Carson Coaching

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Carson Coaching renews FMG Suite license agreement to deliver to its members the industry’s leading advisor marketing tools, services, and content

“Carson Coaching Online [is] pleased to integrate tools and content from FMG Suite––the market leader in our industry––that will undoubtedly help Carson Coaching members maximize the results of their marketing efforts,” said Carson Coaching Managing Director Jamie P. Hopkins.

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the renewal of its agreement with Carson Coaching, a leading national financial advisor coaching and resource program.

“Carson Coaching Online connects do-it-yourself, on-demand professional development with the expertise of industry-leading coaches. We are taking online learning a step further to push retention and encourage action so that advisory firms can grow. We are pleased to integrate tools and content from FMG Suite––the market leader in our industry––that will undoubtedly help Carson Coaching members maximize the results of their marketing efforts,” said Carson Coaching Managing Director Jamie P. Hopkins.

Under the new agreement, FMG Suite will deliver an enhanced selection of its marketing tools, content, and campaigns to financial advisors using Carson Coaching Online, the latest iteration of Carson’s esteemed coaching program that was established in 1993. Alongside resources created by Carson’s Executive Business Coaches, FMG Suite is pleased to layer on:

  • Professional marketing tools

Robust website, social media, and email publishing tools for engaging client communications

  • Timely, professional content

Monthly Market Insights (video), birthday and holiday greetings, articles, presentations, social sequences, and more to drive traffic to your website

  • Event management tools

Everything needed to host and manage custom client events, including event landing pages, custom print invitations, promotions, and online RSVP management.

In addition to access to FMG Suite’s extensive content library, Carson Coaching members can simplify the review and approval of their client communications if their broker-dealer has a direct compliance integration with FMG Suite. Upgrades to other FMG Suite packages are available to all members.

“As we extend our long-standing partnership, the whole FMG Suite team is excited to power the tools and services that take Carson Coaching members’ marketing to the next level,” said Scott White, FMG Suite CEO.

Carson Coaching is one of more than 180 other wealth management entities currently using the FMG Suite marketing platform.

About FMG Suite
FMG Suite delivers the leading advisor marketing platform backed by an award-winning, FINRA-reviewed, and compliance-ready content library. Powering the industry’s best websites, multimedia content, and communication tools for financial advisors and insurance agents, FMG Suite helps them deepen relationships with clients, stay connected with prospects, and grow their businesses. Rated first in market share and customer satisfaction in the 2019 T3 Software Survey Report by Morningstar, FMG Suite solutions are designed to advance how advisors develop their marketing strategies and automate their most effective marketing tactics. FMG Suite is headquartered in San Diego, CA with satellite offices across the United States.

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Katherine Verducci
1903 PR
(408) 429-5779
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