AUTOMATED MARKETING THAT WORKS

An upgraded, turnkey marketing solution that empowers advisors to expand their reach and generate leads, effortlessly.


Set your advisors up for success with automation so they can easily provide continued meaningful contact.

AUTOMATED BROKER-DEALER COMMUNICATIONS


Provide your advisors with broker-dealer thought leadership content, such as market commentaries, newsletters, timely updates, or social posts—making them look informed and relevant.

Automated Email Marketing Campaigns - FMG Suite
pre-written email tablet phone view

CUSTOM EMAILS AND SOCIAL POSTS


Advisors can create and send attractive customized emails and establish a consistent presence on social media with automated social posts and sequences.

AI-CURATED CONTENT


Offer another source of relevant content that can be personalized to the advisor’s brand.

OPTIONAL UPGRADE PACKAGES


Advisors can upgrade to any of our packages to create a powerful inbound marketing system with beautifully designed websites, lead generation campaigns, events, and more. They can customize their suite with the exact tools they need.

Interested?

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