The FMG Campaigns Library

Strategically designed to retain, nurture, and gain new clients.

We’ve done all of the work that goes into building a library of email campaigns that keep your clients engaged
with your business and give prospects a reason to put you at the top of their list.

Monthly Market Insights

Show your network that you’re up-to-date with the markets and encourage them to rely on you for financial information. Every month, automatically send a brief market commentary video and supplemental report featuring an overview of last month’s market performance, a glance at the month ahead, and timely financial facts.

Watch a sample

AUDIENCE: All
GOAL: Informative Touch
CHANNEL: Email and social
FREQUENCY: Monthly
Video of the Month

Stay top of mind with an informative video presenting a financial topic to your network. Video topics range from retirement to investment to estate planning and beyond. Simplifying the complex in an entertaining format, these videos establish you as a teacher and financial guide among your clients and prospects.

Watch a sample

AUDIENCE: All
GOAL: Informative Touch
CHANNEL: Email
FREQUENCY: Monthly
Social Foundation

Not sure how to get started on social media? Establish a consistent, foundational presence on LinkedIn, Facebook, and Twitter with automated social posts. These FINRA-reviewed posts drive traffic back to the videos, articles, and presentations on your website.

Watch how it works

AUDIENCE: All
GOAL: Educational Touch
CHANNEL: Social post
FREQUENCY: Daily
Pre-Retiree

Retain your clients during that delicate bridge between wealth accumulation and distribution with this lead-generating and niche campaign targeting pre-retirees. Over the course of several months, send your pre-retiree clientele educational videos on retirement topics, including estate planning, Social Security, and more.

AUDIENCE: Ages 45-60
GOAL: Educational Touch
CHANNEL: Email
FREQUENCY: Monthly
Birthday

It’s never been easier to wish all of your contacts a happy birthday on their special day every year. On an automatic schedule, send an informative and fun message to each contact on his or her birthday. Each email contains financial tips for that particular birthday as well as some incredible things that other great people have accomplished in that year of life.

See a sample email 

AUDIENCE: All
GOAL: Personal Touch
CHANNEL: Email
FREQUENCY: Date-Specific
Holiday

Never miss a holiday celebration again. We’ll automatically send video fun-facts to your network on each of the major holidays. The email contains financial tips for that particular holiday. This isn’t your average holiday card; it’s a card that engages your clients and prospects.

See a sample email 

AUDIENCE: All
GOAL: Personal Touch
CHANNEL: Email
FREQUENCY: Date-Specific
Holiday

If you’re looking to bring in high-quality leads, there’s no better way than through referrals from your existing clients. We make it easy by sending automatic reminder emails at just the right intervals. This campaign will also send a free gift to your clients in exchange for sending you their friends and family. It’s a win-win for everyone.

 

See a sample email 

AUDIENCE: All
GOAL: Outreach Touch
CHANNEL: Email
FREQUENCY: Quarterly

Get Started With
FMG Suite Campaigns

An expert will reach out right away to help you build your marketing!

Still Have Questions?

Become a Marketing Master

Sign up for our marketing e-newsletter to receive marketing tips for financial professionals, including exclusive whitepapers, broadcast invites, and other content.

 
Privacy Policy

Get a Sample Email Campaign

The best way to experience FMG Suite Campaigns is to receive one the same way that your clients and prospects receive them — in your email inbox. Let us send you one today!

 
Privacy Policy

Get 1 Month Free

Receive your first month of our Monthly Market Insights campaign for free.

 
Privacy Policy
 
 

Experience The FMG Suite Difference!

Tell us a little about yourself and an expert will reach out to you and walk you through our award winning automated marketing platform.

 
Privacy Policy

How is Your Business Listed?

Check the consistency of your online business information with help from our listings scan.

Enter business information to scan below:

Business Name *
Street Address *
City *
State *
ZIP *
Phone *
Scan Now
 

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

Privacy Policy

Get Started with Copywriting

An expert will reach out right away to help you craft your content

 
Privacy Policy

Get Started with Custom Video

An expert will reach out right away to help you create your content

 
Privacy Policy

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

 
Privacy Policy

A Truly Free 7-Day Trial

No Credit Cards. No Downloads. No Commitments. No Strings Attached.

Sign up now and you’ll be up and running on our integrated and automated marketing platform in a matter of minutes.

  • This field is for validation purposes and should be left unchanged.
 

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..."


View Complete Sample
 

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..."


View Complete Sample
 

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..."


View Complete Sample
 
FMG Suite