Master Your Marketing with AssetMark Marketing Advantage
Powered by FMG
Enhance. Deepen. Grow.
Discover Marketing Advantage, an all-in-one marketing platform
Enhance your brand, deepen client relationships, and grow your practice:
- Connect using a comprehensive collection of client-facing, compliance friendly content including videos, articles, emails, social media, and infographics
- Leverage marketing and practice management resources including eBooks/whitepapers, letters, scripts, and guides
- Engage with a turnkey event dashboard, client facing presentations, and event kits
- Simplify your outreach with CRM integration (available for Redtail, Salesforce, Wealthbox, Ebix/SmartOffice)
- Stay top of mind through automated email campaigns that inform and engage
- Showcase your business with a modern, mobile optimized website
Stay in touch with a library of pre-approved content
Marketing Advantage includes an extensive library of videos, infographics, and articles to add to your website or share via email and social media. New content is added by AssetMark and FMG, so you can easily educate and engage with prospects and clients. You can also customize the content or create your own!
Your account may be directly integrated with your compliance department (dependent upon broker-dealer/FMG compliance integration) for a seamless compliance review and approval process. If you manage your own compliance, self-approvals are easy!
Email tools keep you top of mind
Build, manage, and send messages that will reinforce your value and accessibility. Write and send a custom email message, or use our pre-written timely content to address the latest trends in investing.
Grow your network with social media
Establish a consistent presence on LinkedIn, Facebook, and Twitter with ready-to-post social media content. Or, build your own custom posts and save time by scheduling them in advance.
Make more personal connections with events
Everything you need to plan virtual and in-person events—create a customized landing page, capture online RSVPs, and promote through email, social media, and print.
Stand out with personalized greeting cards
Deepen relationships with your prospects and clients and keep your service top of mind with these beautifully designed personal printed pieces.
Take your marketing to the next level
If you’re ready to step it up, upgrade your Marketing Advantage package for a responsive website, more automation, or even a team of virtual marketing strategists.
Want to Master Your Marketing?
Sign up for Marketing Advantage today and learn how to best leverage these tools to optimize your marketing.
