About FMG Suite

Our Mission

At FMG Suite, our business centers on helping you build yours. Through lead-generation websites and digital marketing tools, we help you accomplish more with your marketing, from retaining current clients to gaining more referrals.

“Our mission revolves around one simple premise: helping you build your business so you can get back to what you love.”

Who We Are

FMG Suite is the industry’s leading automated marketing platform for financial professionals. We provide an all-in-one integrated suite of marketing tools built to help you succeed. Using one streamlined platform, we help you build your online presence, nourish client relationships, and drive new business.

Beautiful websites, automated email and social media campaigns, and our ever-growing content library of 400+ FINRA-reviewed videos and articles ensure you will never run out of educational resources to share with your clients and prospects.

And by combining our unparalleled level of customer service and best in class technology, we put you in the driver’s seat of your marketing. Thanks to our inspiringly simple platform, you can kiss the brochure website goodbye and say hello to your powerful marketing suite.


It all started with a video and the vision of a former financial planner. After years working as a CFP® professional, Craig Faulkner believed marketing could be a whole lot more exciting and engaging with educational videos and presentations.

In 2011, FMG Suite was born with the vision of providing top-notch websites and automated marketing tools that would help advisors build their business while saving them valuable time and resources. We’ve been growing ever since, and while our platform has evolved, our commitment to helping financial advisors has never wavered.

Our Team

Our team is a group of experts who combine decades of financial marketing experience and a passion for technology to pioneer a unique marketing approach for financial professionals. We’ve recruited top talent in video production, graphic design, animation, web development, content development, and software design in order to break new ground in digital marketing.

Here are some of the milestones we’re most proud of:


Published our first websites


Launched FMG Social and Video Newsletters


Rolled out mobile and responsive versions of all websites


Added Whiteboard and Pinstripe videos to your library


Released the Sectional Editing feature, making website edits a snap


Announced Campaigns, a full-featured, automated marketing solution


Introduced dynamic new Social Posting and Custom Email tools


Added Lead Generation section, including ebooks, quizzes, and content gating


Explore the marketing platform that over 10,000 financial advisors rely on for yourself, and see how our all-on-one marketing platform can help you build your business. Contact us today to get started.
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Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."

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Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."

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Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."

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