A Customizable All-in-One Marketing Suite

Beautiful websites, great content, and powerful tools to grow your business.

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 over 10,000 advisors with gorgeous websites, award-winning multimedia content, and robust communication tools, all in one custom-tailored marketing platform.

It Starts With a Great Website

Your website is the beating heart of a great marketing strategy. Our sites are built with SEO and 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.


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

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Work with a Website Specialist to customize your homepage.

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

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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.

Watch how it works

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.

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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.

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Social Foundation

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

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Let your clients and prospects know you’re thinking of them all year long, with fun-filled greetings sent on multiple major holidays.

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Happy Birthday

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.

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Pre-Retiree Primer Campaign

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

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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.

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Handy Emails

Ready when you are.

You know those emails you send over and over? To save you time, we’ve drafted a library full of them, ready to go. Plus, we’ve added a few to spark your creativity. Tweak them if you want, and send in seconds. 

Simple Local Search

Get found anywhere.

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.

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Ebooks and Quizzes

Make lead generation easy.

Generate more leads by adding a quiz or ebook section anywhere on your website. Visitors get a fun, informative experience, and you get their contact info to follow up.

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Content Gating

Capitalize on traffic.

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.

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 and flexible sending features, our integrated 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. We take it a step further by letting you post to 3 networks at once and schedule them for a future date.

Blog & Event Builders

Share what you’re up to.

Got something to say? Write great-looking blog posts and feature them right on your website. You can also create a page to promote an upcoming seminar or special live event.

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, 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.

Standout From the Crowd

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

Connect With Your Network

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

Attract New Clients

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

Get a Marketing Coach

Take your business to the next level.

The right support makes all the difference between surviving and thriving. An Elevate marketing coach provides top-flight, personalized marketing support to help you achieve best-of-the-best status. From managing paid advertising to advising you on SEO strategy, we can help maximize your investment, while exponentially growing your influence.

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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!

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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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