Customer suggestions

The first email I was going to send, “Is Household Spending Poised to Surge” doesn’t give me confidence. The very first picture/insert has two misspellings with the first in the title and the second in the disclaimer. I believe it should be “Wealth HAS increased…, not have increased and the word “represented” in the first sentence of the disclaimer is misspelled. I realize FMG may not have created this but if it cannot be corrected it shouldn’t be used.

Just browsing again through the social posts for me to add for content and of the top ‘new’ articles, they are already dated. Goldilocks (2 weeks ago), Recession fears fading (February), FOMC volatility (March 30), IRS tax changes (looks like from last October).

Please add something to the Current content about this month being a great way to start the year with Financial Wellness Month! I mainly use the Weekly Insights email, please mention there asap!

Only five holiday emails available at this time. If would be great to have a few "Season's Greetings" "Happy Holiday" options and maybe even a Happy Hanukkah option

We would like to provide access to the content library (greeting cards, web content, etc) without providing access to change company information (email, phone number, etc). Please move all company data to a an admin profile and/or add content viewing to more profiles. Currently, there is no way to grant access to the content library without allowing access to change core company info.

Quiz often doesn't completely show in the window and you are unable to scroll. At times, all possible answers are not visible. Was told to try changing the zoom to show more. Not an acceptable answer as prospective clients will not take the time to do so. If this is to help in lead generation, it needs to be efficient and simple. If the page does not fit as is, it should allow scrolling.

While there is a downloadable on retirement plans, a chart showing various retirement plan choices for small business owners woudl be help and embed that under the Resources menu option.

Now that you've added the Weekly Economic Update (like Marketing Pro), can you please also add the Quarterly Update like the also had? This is a very useful report.

There is a lot going on in the markets, government, and economy, and I just wanted to express my view that this upcoming edition should not feed into fears and worries, but, rather, attempt to calm worries. Things I think should be addressed: Inability of economists to reliably predict a recession (statistics would help). Addressing the fact we haven't every really defaulted on debt. Lowering inflation Potential for a Fed pause to rate hikes. Good YTD market performance. I don't think we need more "doom and gloom" and that it would be tremendously beneficial to show a positive side of things.

My clients automatically receive birthday emails from me. There is an email that I find completely inappropriate. The "Heart" birthday email is very unprofessional and uncomfortable to send in a business setting. These emails are not going to my family or friends. It doesn't look good when a financial advisor sends a heart, which represents love....especially sending this to my married clients, etc. It can be interpreted incorrectly and makes me personally feel uncomfortable. please remove this from the rotating choices being sent out.