Grow faster, together.

64% of an advisor's AUM growth stems from cultivating existing relationships.

- Investment News, 2017.

FMG Suite offers marketing tools and strategies that can help your financial advisors boost their growth by deepening their existing relationships.

You empower them, we empower you.

We built a flexible enterprise solution for broker-dealers that helps manage and support advisors’ online presence, scale their brand, and communicate seamlessly.

Create custom websites and review any web page, social post, or content piece your advisors send out, all from one simple dashboard.

Everything you need to build your ideal enterprise solution.

Explore a variety of options to create the perfect suite of tools for you, and your advisors.

Marketing Tools

We offer a variety of marketing tools that help advisors connect with their clients. Websites, social and email posts, event promotions, and more all in one, easy-to-use, place.

Marketing Automation

Empower your advisors to effortlessly engage their clients with powerful automated marketing campaigns, customized email, and social sequences.

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Content Distribution

Our tools put you in control. Create, centralize, and synchronize your custom content for all your advisors.

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Content Marketing

True, our timely, engaging, FINRA-compliant content library is the largest in the industry, but it also doubles as a content management system for your custom content.

Managed Services

Boost your advisors’ growth with a dedicated marketing coach who will develop a personalized marketing strategy, maximize your ROI, and be there for your advisors every step of the way.

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Compliance Tools

We take compliance just as seriously as you do. That’s why the latest FINRA guidelines inform our compliance toolset. Give your compliance officers complete digital control over the approval process with submission and review workflow, archiving, and publishing.

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Locator

Put your financial advisors on the map with our custom-branded locator. Take advantage of our familiar GPS-centric interface and make connecting prospects and advisors easy.

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Seamless Integrations

Make life even easier with a powerful array of integrations, including Google Analytics, Redtail, Riskalyze, Salesforce, and more.

Dedicated Support

Take advantage of a dedicated team of customer success managers for enterprise.Whether it’s training, implementation, product adoption, or something more, we’re here to help.

What do our enterprise clients say?

FMG Suite’s platform allowed us to create a consolidated digital marketing program for our Advisors that offers industry-leading features at a cost-effective price.

Brian Cody, VP of Digital Media

Interested in learning more?

You’ve got questions, we’ve got answers. Let’s talk.

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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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