MODERN MARKETING ACCELERATES ADVISOR & AGENT GROWTH

Give your financial professionals the industry’s most powerful all-in-one digital marketing hub.

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ADVISOR GROUP’S AWARD-WINNING MYCMO IS HELPING ADVISORS EVERY DAY

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YOUR NEXT BIG IDEA: GO ENTERPRISE

Make marketing simple for advisors and agents, give them better marketing tools, and be a hero.

READ CASE STUDY

MODERN MARKETING ACCELERATES ADVISOR & AGENT GROWTH

Give your financial professionals the industry’s most powerful all-in-one digital marketing hub.

SCHEDULE ENTERPRISE DEMO

ADVISOR GROUP’S AWARD-WINNING MYCMO IS HELPING ADVISORS EVERY DAY

READ CASE STUDY

YOUR NEXT BIG IDEA: GO ENTERPRISE

Make marketing simple for advisors and agents, give them better marketing tools, and be a hero.

LEARN MORE

You Empower Them. We Empower You.

We built our enterprise solution to help broker-dealers, large RIAs, and IMOs/FMOs manage and support their professionals’ digital marketing, scale their brand, and to communicate seamlessly. Our all-in-one whitelabeled solution is customized to your needs and the needs of your advisors or agents.

Retain, recruit, and accelerate growth

Marketing automation is the third most desired technology from advisors.* Choosing an enterprise marketing solution puts you in control and consolidates the most powerful marketing tools into a simple experience. This can help you recruit top producers, retain high-value professionals, and accelerate their growth.

On average, our advisors’ year-over-year revenue growth from 2019 compared to 2020, was 50% higher for MyCMO subscribers vs. non-subscribers.

Susan Theder, Advisor Group CMO

On average, our advisors’ year-over-year revenue growth from 2019 compared to 2020, was 50% higher for MyCMO subscribers vs. non-subscribers.

Susan Theder, Advisor Group CMO

Marketing Suite

Provide social and email tools, event promotions, greeting cards, and more—all in one whitelabeled dashboard. A robust compliance-friendly content library includes videos, social posts, articles, and email that can be shared directly within the platform.

Home Office Content Publishing

Provide your financial professionals and insurance agents with custom content and campaigns created by home office teams, to complement the content that FMG Suite provides. This gives you control to publish content and make it available to advisors, at scale, instantly.

Compliance Tools

Give your compliance officers complete digital control over the approval process with submission and review workflow, archiving, and publishing. Eliminate obstacles for advisors to submit content for approval with direct compliance submission from within the Marketing Suite platform.

Locator

Put your financial professionals and agents on the map with a custom-branded locator on your website.

Dedicated Support

Whether it’s training, implementation, product adoption, or something more, our dedicated Enterprise success team is here to help.

7 THINGS TO CONSIDER WHEN EVALUATING AN ENTERPRISE MARKETING PLATFORM


This buyers guide is designed to help broker-dealers, RIAs, and IMOs/FMOs source the best digital marketing platform to add to their technology stack.

DOWNLOAD NOW

7 THINGS TO CONSIDER WHEN EVALUATING AN ENTERPRISE MARKETING PLATFORM


This buyers guide is designed to help broker-dealers, RIAs, and IMOs/FMOs source the best digital marketing platform to add to their technology stack.

DOWNLOAD NOW

180+ broker-dealers partner with FMG Suite to grow their advisor AUM

All products and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

 

*Source: Marketing & Technology in the Financial Industry – A Survey of Decision-Makers by independent research firm, Zogby Analytics.

180+ broker-dealers partner with FMG Suite to grow their advisor AUM

All products and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

 

*Source: Marketing & Technology in the Financial Industry – A Survey of Decision-Makers by independent research firm, Zogby Analytics.

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Please fill out our financial professional or agent demo form here.