USA Financial Partners with FMG to Provide Comprehensive Marketing Solutions to Advisors by Mark Mersman February 1, 2023 USA Financial Press Release USA Financial Partners with FMG to Provide Comprehensive Marketing Solutions to Advisors ADA, Mich., 02.01.2023 – USA Financial, the parent company of three Registered Investment Advisory firms, an insurance wholesaler and a broker-dealer, announces a strategic partnership with FMG to provide tools and resources for advisors to execute their websites, social media, email, and content marketing. FMG’s cutting-edge capabilities reinforce its mission to make it easy for financial advisors to establish authentic and effective marketing. FMG’s new motto, “Our expertise is showing off yours,” captures the essence of their services. “The role of digital marketing for financial advisors has changed drastically in the last two years. It has gone from being optional to mission-critical, and many advisors are feeling overwhelmed,” said Scott White, CEO of FMG. “Our platform addresses this by providing tools to help advisors develop, execute and automate proven marketing tactics.” Through this partnership, financial professionals affiliated with USA Financial gain access to FMG’s industry-leading, all-in-one marketing platform that helps financial advisors attract new leads, stay connected with clients and grow their businesses. “The partnership we’ve formed with FMG has been the perfect fit for USA Financial and our advisors,” said Mark Mersman, Chief Marketing Officer at USA Financial. “Every aspect of the tool is extremely user-friendly, putting the advisors in complete control of their content, website, and marketing calendar,” Mersman said. “It also allows us the ability to provide custom USA Financial content for our advisors to leverage as they communicate with existing and prospective clients. Our advisors love the unique nurture campaigns that we’ve built to turn prospects into clients. Advisors can simply ‘set it and forget it, knowing that they are maximizing the prospective client opportunity.” This partnership builds on a long-standing relationship between USA Financial and FMG, empowering the USA Financial home office to orchestrate marketing efforts across the firm and on behalf of advisors through its Publisher and Compliance capabilities. By improving efficiency within the organization and establishing an online headquarters for advisor marketing channels, the platform allows financial professionals to focus on their clients while maintaining a strong digital presence to drive new business. Together, USA Financial and FMG have created a true value-add offering that allows USA Financial to provide elevated support to their financial professionals while driving revenue growth for the organization. About USA Financial Founded on April 1, 1988, USA Financial is a privately owned, independent financial services firm serving both investors and financial advisors throughout the country. The firm is committed to empowering financial advisors and investors by helping advisors grow their practice and serve their clients with a wide array of financial solutions and technology offerings. The USA Financial family of companies includes USA Financial Securities (FINRA-registered broker-dealer and registered investment adviser), USA Financial Insurance Services (insurance wholesaler), USA Financial Formulas® (a registered investment advisor and formulaic trending money manager), USA Financial Exchange℠ (a turnkey asset management platform), and USA Financial Advisor Advancement (marketing, technology, and consulting provider). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and investors. Visit its website at www.usafinancial.com. About FMG FMG 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, 2020 and 2021 T3 Software Survey Report, FMG helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics. FMG is headquartered in San Diego, CA, with satellite offices across the United States. USA Financial Press Contact Mark Mersman CMO, USA Financial mmersman@usafinancial.com FMG Press Contact Susan Theder Chief Marketing & Experience Officer susan.theder@fmgsuite.comThis information is for licensed professionals only as well as those licensed professionals authorized by USA Financial to access these materials. This information is not to be used in soliciting sales from the public. Back