Made by advisors, for advisors.
When our founder, Craig Faulkner launched FMG Suite in 2011, he wanted to help financial advisors like himself grow their businesses with cutting-edge marketing practices. His vision struck a chord. Today, we provide financial advisors with gorgeous websites, award-winning multimedia content, and robust communication tools–all in a single, customizable marketing system.
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Start with a great website.
Your website is the beating heart of a great marketing strategy. Our sites are built with analytics in mind, letting you monitor traffic. A simple dashboard makes editing a cinch, and our responsive designs make you look professional, relevant, and smart… and that’s just the beginning. Plus, our compliance integration helps you get everything approved.
Popular Integrations
Don’t see your favorite tool? Many third-party tools are easily added to our sites via embed codes.
Award-Winning Content
To get noticed, you should be sending a stream of great content. But making original stuff is a huge time commitment. Luckily, our in-house Creative Team produces compliance-friendly videos, emails, articles, and even social posts on your behalf. And yeah, we’ve even won some awards–it’s that good.
Automated Campaigns
Stay in touch without lifting a finger.
Free up time, nurture clients, and generate new leads. Deliver a stream of strategic communication to the right people, at the right time. You can target niche audiences from pre-retirees to long-term clientele, staying top of mind and expanding your influence all year long.
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, and Twitter 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.
Custom Email Builder
Fast, flexible communication.
You shouldn’t have to pay for a separate service just to send professional, branded emails to your contacts. With sectional editing, flexible sending features, access to Curated content, and a full library of timely pre-written emails, our custom email tool makes communication fast and easy.
Social Post Scheduling
One post, multiple channels.
Being able to post quickly and easily on social media is essential to your marketing efforts. Use our Canva integration to create beautifully-designed posts, and share to 3 networks at once or schedule them for a future date.
Blogging Tools
Become a thought leader.
Got something to say? Write great-looking blog posts and feature them right on your website, including video blogs. Plus, promote to social media and/or email with just a few clicks.
Event Promotion Tools
Build relationships with events.
Our event tools allow you to build a page for an upcoming event, collect RSVPs, and automatically send reminder emails. Plus, you can easily share an invite over email or social media to gather more registrations.
Lead Gen Campaigns
Make lead generation easy.
Attract more leads by utilizing pre-made quizzes and ebooks on your website. Reach more potential clients with corresponding ad designs to launch across the web. Visitors get a fun, informative experience, and you get their contact info to continue to nurture and convert to clients.
Content Gating & Pop-Ups
Capitalize on traffic.
Gather visitors’ contact info in exchange for access to a specific page on your website. Enable pop-ups throughout your site to encourage signups to your newsletter or to offer an ebook.
Mobile App
Marketing on the go.
Share content from anywhere with our mobile app. Browse the library for more timely emails and social posts addressing current events, breaking news, and holidays, then send with just a click. We even send notifications so you can send new content as soon as events unfold.
AI-Powered Content
Personalize your feed.
Share your interests and engage your audience by automatically sharing relevant articles from trusted sources like Forbes, Golf Digest, and The Wall Street Journal via email and social media. We’ll event create unique AI-generated captions to make sending timely posts easy and effective.
Local Search
Get found anywhere.
Increase your online presence with our additional services. Local Listings lets you control your business listing in 60+ online directories.
Pay-Per-Click
Expand your reach.
Reach new prospects and leads with Pay-Per-Click advertising across search engines and social media. Our managed PPC service helps you attract new potential clients across the web.
Marketing Assistance
Elevate your marketing.
Need help completing your marketing tasks? Elevate™ includes access to a team of marketing pros who assist with everyday marketing tasks like posting to social media, sending emails, and updating your site.
World-Class Customer Service
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.
White Glove Website Transfer
We’ll move everything over from your old website into your new design—by hand.
