An All-In-One Marketing Solution

FMG Suite is the leading automated marketing platform for financial professionals providing an all-in-one integrated suite of marketing tools. We combine remarkable content and elegant technology in an inspiring marketing suite.

So Much More Than a Website

Our automated tools work together around the clock so you don’t have to. With your website serving as the hub of your marketing efforts, we provide email and social media campaigns, presentations, and the industry’s first mobile app. All tools utilize our content library, which features 400+ pieces of award-winning, FINRA-reviewed videos, articles, and calculators.

Websites

Say Goodbye to the Static Online Brochure

  • Beautiful, mobile-responsive themes
  • Simple and intuitive design interface
  • Blog and event posting

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:

Concierge

Work with a Website Specialist to customize your homepage.

Exclusive

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

Lead Generation

Ebooks, Quizzes and Content Gating

You’ll start generating leads by adding a “Sign up to get my eBook” section to any page on your website… and best of all, we’ll take care of writing the eBooks.

With Gated Content you’ll be able to require a name/email address in exchange for access to any page on your website. This helps turn traffic from social media into leads that you can follow up with.

Copywriting

Capture your brand essence with content that is professionally written with SEO and compliance in mind. Unique messaging for your website can help you define your niche, resonate with clients and prospects, and distill your value proposition.

Local Search

Get Found Everywhere Prospects are Searching

  • Control how your business appears online in 60+ directory listings from one dashboard
  • Serves as a foundation to your website’s SEO
  • Makes it easier for prospects to find you online

Presentations

A Reinvention of the Boring Seminar

  • Short and concise treatments on timely financial topics
  • Features snappy motion-graphic videos and visually-rich slide imagery
  • Mobile-responsive and branded to your business

Campaigns

Automated “Smart” Marketing

  • Strategic, automated, and targeted email and social media campaigns
  • Educational video campaigns to encourage engagement
  • Birthday and holiday campaigns to build strong relationships

Campaigns Library

Our library currently includes six campaigns

Monthly Market Insights

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

See Sample

Video of the Month

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

See Sample

Holiday

A fun-filled video featuring financial tips for each particular holiday. Available for multiple holidays throughout the year.

See Sample

Pre-Retiree Primer

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

See Sample

Social Foundation

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

See Sample

Happy Birthday

A fun message containing financial tips for each particular birthday and incredible things that other great people have accomplished.

See Sample

Custom Email

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

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.

Launch Your Marketing Suite Today

Take your digital marketing to the highest level by adding niche campaigns and cutting-edge marketing tools.

STANDOUT
$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.

CONNECT
$239 /MO
Connect With Your Network

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

ATTRACT
$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.

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.

 
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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!

 
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Get 1 Month Free

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

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Get Started with Copywriting

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

 
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Get Started with Custom Video

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

 
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Let's Build Your Suite

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

 
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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.

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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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FMG Suite