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.

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.

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AUDIENCE: All
GOAL: Informative Touch
CHANNEL: Email and social
FREQUENCY: Monthly

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

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.

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AUDIENCE: All
GOAL: Educational Touch
CHANNEL: Social post
FREQUENCY: Daily

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.

See a sample Email
AUDIENCE: Ages 45-60
GOAL: Educational Touch
CHANNEL: Email
FREQUENCY: Monthly

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

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

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

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