FMeX was built by industry veterans with a single goal of helping financial advisors increase sales. Pioneering Content-As-A-Service, FMeX provides access to an organized, searchable and customizable content library and is powered by sales technology for the future – all to help transform the way financial professionals connect with clients and win more customers.
"I am thrilled to be joining the FMeX Advisory Board and helping financial advisors build a truly sustainable wealth management practice," said DiLeonardi. "My entire career has been to add value to financial advisors and FMeX allows advisors to demonstrate their unique brand proposition through a variety of digital touch points – including web, email, mobile and social – so that implementation is simple and convenient."
DiLeonardi's background includes founding Third Quarter Advisers and as Vice Chairman at Guggenheim Investments. Prior to Guggenheim, DiLeonardi was Vice Chairman, Senior Managing Director of Distribution, at Claymore Securities, Inc., an innovative exchange-traded fund (ETF), closed-end fund (CEF) firm that was acquired by Guggenheim Partners. Previous to that, Mr. DiLeonardi served as a Regional Sales Director for First Trust Portfolios and National Sales Manager in Canada, opening a Canadian based organization for First Trust Canada.
DiLeonardi is also the author of Face to Face: Creating Lifelong & Multi-Generational Clients. He co-authored the book The $14 Trillion Woman: Your Essential Guide to the Female Client.
About Financial Media Exchange
FMeX is the world's largest content library built on robust sales enablement technology. Designed exclusively for the financial services industry, our single mission is to help financial professionals provide personalized marketing content to their clients in order to enhance client relationships and increase sales.
FMeX was founded by experts in the financial services industry and is the first Content-As-A-Service company with headquarters in Plymouth, MA and regional offices in New York and Kansas City. Individuals and organizations of all sizes benefit from our sophisticated sales enablement technology that allows for aggregation, curation, and distribution of content from any mobile device, in addition to measuring content utilization, remaining compliant with industry regulations and elevating the customer experience.
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SOURCE Financial Media Exchange