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.

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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

The Difference Great Campaigns Make

“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.

 sampleWebsite
1

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.

2

Topics that Clients Love

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

3

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. 

4

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.

 sampleWebsite

Handcrafted by Real People

“We spend a lot of time thinking through ideal campaigns to create interest and inspire clients to connect with their advisor.”

Melissa Darcey
FMG Suite Marketing Manager

Have your questions answered and start building your suite today.
Request a Demo

Learn more about pricing

(858) 251.2420

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

 
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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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