Say Goodbye to Boring Presentations

Mobile-Friendly Presentations with Motion Graphic Videos

We’ve redesigned the traditional seminar from the inside-out. FMG Suite Presentations are short, concise treatments on timely topics, featuring snappy motion-graphic videos combined with visually rich slide imagery. Designed to inform and motivate your participants to take action – with you.

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Why FMG Suite Presentations?

  • Compliance-Approved & Ready

    Our presentations and videos are packed with compelling facts and data that have been reviewed by FINRA

  • Personalized With Your Brand

    Add your logo and info for a uniquely branded impact

Strong Points FMG Suite
 
  • Mobile and Tablet-Friendly

    Always be prepared to share your expertise with presentations designed to be viewed on any device

  • Education, Not a Sales Pitch

    Demystify confusing financial concepts to help clients better understand

The Difference a Great Presentation Makes

“FMG Suite Presentations help me present anytime, anywhere. They allow me to focus on the clients instead of reinventing the wheel each time I present”

-Ora Citron, Walnut Creek, CA

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Have your questions answered by the experts.

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

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1

Personalized with Your Branding

Keep your presentations consistent with your brand.

2

Make It Your Own

Edit, rearrange or delete slides, then save to your computer, tablet or smartphone.

3

Packed with Videos

Embedded videos educate and entertain, while colorful graphics explain concepts.

4

Always Up-To-Date

Accurate statistics matter, so we update the presentations quarterly to keep you up-to-date.

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Handcrafted by Real People

“When I sit down to design a presentation slide, I ask myself how we can make complicated things more clear. I’m trying to single-handedly take down the myth that financial concepts have to be overwhelming or dull one great image at a time.”

Raudel Enrique
User Experience Lead, FMG Suite

Have your questions answered and start building your suite today.
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(858) 251.2420

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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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