Automated “Smart” Campaigns

Send the right content to the right people at the right time.

90% of marketers say that social media generates more exposure for their businesses, and marketers rank email as the
most effective tactic for awareness, acquisition, conversion, and retention.

Watch how it works  Get a Sample Campaign

Why FMG Suite Campaigns?

Send the Right Content…

Never run out of engaging content to share with your prospects and clients. Our FINRA-reviewed educational content supports and enhances your credibility as a financial advisor.

  • Encourages clients and prospects to engage with your content
  • Increases overall traffic to your website on a monthly basis
  • Positions you as an expert in the financial services industry
  • Compels your clients to share with others

To the Right People…

Choose from various lifestyle and educational campaigns to target niche audiences, from pre-retirees to your long-term clientele.

  • Keeps you in front of your clients on a regular basis
  • Provides an easy referral tool for clients to pass on to friends and family
  • Sends content that is relevant to a client’s specific life stage

At the Right Time.

With a few clicks of a button, you can add contacts to campaigns and automatically send them ongoing messages throughout the year.

  • Messages that are delivered at the appropriate times (seasonal, market driven, timely)
  • Frequency that keeps your financial practice top of mind
  • Personal touches that build and strengthens your client relationships

Campaigns that position you as the expert.

A library of FINRA-reviewed campaigns strategically-designed for financial advisors that help retain, nurture, and gain new clients.

View Campaigns Library

“FMG Suite’s social and email campaigns help me maintain a consistent and constant online presence and build credibility in my community. I stay top of my clients’ minds, and when they refer a friend or family member, that referral can check out my website and social media and learn more about who I am and what I do.”

Rafi Rodriguez, Beavercreek, OH

View all testimonials

Have your questions answered by the experts.

We’ll walk you through the features of our websites and how to get started now.


Automation with Brains

We have a whole team of experts behind the scenes strategizing and creating relevant financial services content and making sure that content gets sent at the ideal time to specific audience niches.


Topics that Clients Love

Each campaign has a specific strategy: some campaigns are for nurturing current clients, while others for generating new leads. 


Strategically-Sequenced Campaigns

We’ll keep it running…to the right audience, with the right message, at the right time. All the time. We have strategically designed the sequence of what content should come when and to whom. 


Trackable Results. Real-time Alerts.

Receive immediate alerts on who opens your emails, see what topics resonate with your clients, and track overall campaign engagement.

“We think of ourselves as your marketing team, and we are constantly looking for ways to make you look great online. Everything we do, including campaigns, is meant to inspire your prospects and clients to connect with you, recommend you, and stay loyal for life.”

Rebecca Smith
FMG Suite Content Team

Have your questions answered and start building your suite today.

Learn more about pricing

Request a Demo

(858) 251.2420