Your All-In-One Marketing Suite

We are the top digital marketing resource for financial advisors. FMG Suite combines powerful tools with award-winning content to help you grow your business.

It starts with a great website.

Sleek Designs, Powerful Tools

The beating heart of powerful marketing is a great website. FMG Suite websites are built with SEO in mind and come ready to integrate with analytics tools so you can keep an eye on traffic. Our dashboard makes it easy to edit your site anytime. Plus, our customizable designs are crafted to make you look professional, connected, and smart. And that’s only the beginning.

Award-Winning Content

Our in-house creative team makes new top-quality videos, infographics, and other FINRA-reviewed content, every single month.

Custom Email

Easily design and send custom emails

You shouldn’t have to pay for another service just to send professional and branded emails to your contacts. Our custom email tool makes communicating fast and easy.

Social Scheduling

One post, multiple networks

Being able to post quickly and easily on social media is essential to your marketing efforts. We take it a step further by letting you post to 3 networks at once and schedule them for a future date.

Automated Campaigns

Nurture clients, generate leads

With campaigns, you’ll stay in touch without lifting a finger. Deliver a strategically-planned stream of engaging content, automatically, to your clients and prospects. Target niche audiences, from pre-retirees to long-term clientele, and stay top-of-mind all year long.

World-Class Services

You’re going to love all the ways we take care of you.

Unlimited Phone Service

Got a question? Need a hand? A friendly voice is just a phone call away, anytime.

White Glove Website Transfer

We’ll move everything over from your old website into your new design—by hand.

6-Month Marketing Checkup

Get a review of how your marketing tools are performing after your first 6 months.

2-Year Homepage Refresh

Every 2 years, we’ll give your homepage a freshly updated look, free of charge.

Three “Suite” Flavors to Choose From

Whether you want to stand out from the crowd, stay connected with clients, or attract new prospects, we have an option for you.


Get the essentials: a great website and some awesome marketing tools.

Video of the Month Campaign

An informative video on a financial topic that simplifies the complex in a entertaining format and establishes you as a knowledgeable guide.

See Campaign Sample

Custom Email Builder

Our custom email tool makes communicating with your clients fast and easy.

Social Post Scheduler

Write a single post and share on up to 3 networks at once, immediately or in the future.

Blog & Event Builders

Write and feature blog posts on your website, or create a page to promote a special event.


Kick it up a notch and really connect with your clients and prospects.

Monthly Market Insights Campaign

A market commentary video and report that features an overview of last month’s market performance and a glance at the month ahead.

See Campaign Sample

Social Foundation Campaign

Establish a consistent, foundational presence on LinkedIn, Facebook, and Twitter with automated, FINRA-reviewed social posts.

See Campaign Sample

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.

See Campaign Sample

Happy Birthday Campaign

Send a fun message on each client’s birthday, containing financial tips and remarkable feats that others have achieved in their same year of life.

See Campaign Sample

Referral Campaign

Hate asking for referrals? We’ll take care of it for you, with periodic emails to your clients. We’ll also offer (and send) them a free gift in exchange for their referral.

See Campaign Sample

Handy Emails

For those few emails you send over and over, we’ve created a library of professionally-written drafts, ready to go anytime. Tweak them if you want, and send in seconds.

CRM Integration

FMG Suite is fully integrated with the leading CRM software for financial advisors, RedTail CRM Tailwag. Sync contacts, share leads, and save time.


Build your business and generate new leads with our most comprehensive marketing solution.

Simple Local Search

Make it easy for your prospects to find you, no matter where they’re searching. Control your business listing in 60+ online directories, from a single dashboard.

Get your free listings scan

Pre-Retiree Primer Campaign

Educational videos on retirement topics, including estate planning, Social Security, and more, created specifically for pre-retirees.

See Campaign Sample

Ebook Section

Generate more leads by adding a sign-up form to any page on your website. Best of all, we’ll take care of writing the ebooks, and deliver them for you automatically.

See Sample

Content Gating

Gather visitors’ contact info in exchange for access to a specific page on your website. Convert social media traffic into leads that you can pursue and nurture.

Quiz Section

Quizzes are a great way to engage your prospects. Add a quiz section to any page on your website and offer a fun, informative experience in exchange for visitors’ contact info.

See Sample

Ready to build your perfect suite?

Choose the right option for you, and let’s get started building your business together.

$169 /MO
Standout From the Crowd

Get a beautiful website preloaded with award winning content and some tools to drive traffic back to your marketing hub.

$239 /MO
Connect With Your Network

In addition to a great website, add marketing campaigns that turn your clients into raving fans.

$329 /MO
Attract New Clients

Take your website and campaigns a step further with lead generation tools that draw in new prospects and grow your business.

Enhance Your Website With These Design Services

Our websites include our Express theme options. Looking for more tailored designs with guidance from a pro? Choose one of our other two design services:


The fastest, least expensive way to get a great website up and running.

View Sample 


Work with a Website Specialist to customize your homepage.

View Sample 


Access 24 limited edition themes and work with a Success Coordinator.

View Sample 

Still Have Questions?

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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!

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

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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.

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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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