All-In-One Marketing Solution
Save yourself lots of time and wow your clients and prospects with our easy-to-use marketing tools, from beautiful websites that capture visitors’ attention to our timely content, including email, social media, blogs, videos, printed cards, and more – all managed from one intuitive dashboard.
Create a gorgeous, traffic-driving website
Your website is the most public expression of your brand. It only takes visitors 50 milliseconds to form an opinion – so make it count.
Easy to Build. Easy to Manage. Guaranteed to Wow.
One-Click Compliance
Lead Magnets*
Visual Editing
Blog Studio*
SEO Tools
Local Listings*
*Premium features that can be added to a bundle a la carte.
Easy to Manage
Modern editing tools with built-in compliance workflow
You can change and customize your website in a snap, replacing images and text with your own. There’s no need to guess what it looks like because you can see exactly what’s happening in real time as you make the change. And the best part is that it will automatically route through your compliance workflow making updates a breeze.
What our clients say about our design process
Essential Design
Goal-Driven Templates
Pair your business goals with one of our made-for-you website design templates.We’ve created themes based on advisors goals that incorporate best practices for layout, copy and calls to action. We’ll deliver a professional site with branding that you can then customize with your own photos and update copy to reflect your brand.
Premium Design
Beautiful Personalized Websites, Created Just For Your Business
Want a tailor-made site that perfectly captures your brand’s distinctive style and objectives? Our website team will create a one-of-a-kind, stunning website that’s aligned with your business goals. We’ll handle the entire process — from the brand intake to design concepts, programming, and project management. You will also have access to all of our premium tools to attract and convert.
Website Gallery
View the best in-class websites built with FMG
Market My Business
We make it easy for you to look like a marketing wiz!
Editable Content Library
Automate email and social sequences*
Customizable image library for social
One-Click Compliance
*Premium features that can be added to a bundle a la carte.
Save time with powerful marketing automations
Set it and forget with our pre-built campaigns that automatically trigger beautifully-designed emails, social posts, newsletters, birthday greetings and more.
Automations are included in premium bundles but can be added a la carte to the base package.
Video of the Month Campaign
An informative video on a financial topic that simplifies the complex in an entertaining format, and establishes you as a knowledgeable guide.
Monthly market Insights Campaign
A video and report for email and social media that features an overview of last month’s market performance and a glance at the month ahead.
Social Foundation Campaign
Establish a consistent, foundational presence on LinkedIn, Facebook, with automated, FINRA-reviewed social posts.
Holiday Campaign
Let your clients and prospects know you’re thinking of them all year long, with fun-filled greetings sent on multiple major holidays.
Happy Birthday Campaign
Send a cheerful, unique message to your contacts on their birthday, wishing them a happy day.
Print Greeting Cards Campaign
Beautifully designed print greeting cards for birthdays and holidays deepen relationships with clients and prospects to keep your firm top-of-mind.
Retirement Insights Campaign
Educational videos on retirement topics, including estate planning, Social Security, and more, created specifically for pre- retirees.
Referral Campaign
Hate asking for referrals? We’ll take care of it for you, with periodic emails to your clients.
Features
Timely Content
Make it easy to keep clients informed
Talking about headlines one week later doesn’t cut it. Clients expect updates on current events and how they might affect their financial lives. But who has time to write well-written email communications as the news breaks? Our team of content experts, that’s who.
Mobile App
All your marketing right in the palm of your hand with our mobile app
With the mobile app, you have access to compliance-ready, personalized, and AI-driven content to share content across email and social media with a click of a button.
Events
Make more personal connections with events
Everything you need to plan virtual and in-person events and maximize attendance. Create a customized landing page, promote through email, social media, and print, and capture online RSVPs.
One-Click Compliance
Save time with a one-click compliance workflow
Submitting emails, social posts, or website updates is just a simple click within the dashboard to help you easily and quickly keep track of what’s pending and what’s approved to send.
Do It For Me
If marketing feels like a lot of work, let us help!
It’s like you’ve hired some of the best marketers in the industry to write your marketing content for you! Our marketing thought leaders curate a monthly calendar of emails, social media, and blogs with topics they believe will have the highest engagement.
Your dedicated marketing specialist will meet with you monthly to discuss specialized content or targeted campaigns, make any necessary edits, address your questions, and handle the execution on your behalf. Do It for Me emails have an average open rate of 47%. That’s more than double the average open rate!
