Surprise, Delight, and Deliver the Unexpected

A Case Study on Advisor Group’s Enterprise Marketing Solution, MyCMO

Read Advisor Group Case Study
“I believe that ‘great’ businesses do things differently than ‘good’ ones. I can confidently state that MyCMO can transform your business into a GREAT ONE!”

Advisor & MyCMO User

Advisor Group is one of the nation’s largest networks of independent financial advisors, overseeing more than $450 billion in client assets under administration. Their mission is to inspire and equip the hero in every financial advisor and acknowledge their profound importance in people’s lives.

As an industry leader, Susan Theder, Chief Marketing Officer at Advisor Group, knew all too well that poor communication was the top reason clients leave their advisors. To address this challenge, Susan believed in the value of an enterprise white-label solution where Advisor Group could customize the functionality to fit the needs of their advisors. So she partnered with FMG Suite to create MyCMO.

Advisor Group’s MyCMO is empowering advisors to easily deliver highly-personalized marketing campaigns at scale that surprise, delight, and deliver the unexpected to clients and prospects. Advisor Group has seen tremendous results for their advisors and the company.

Pre-approved Content Library
Set & Forget Campaigns
Printed Greeting Cards
Pre-built Event Kits
Built-in Compliance Workflow
CRM Integrations