Save time with powerful marketing automations
Set it and forget it with our pre-built campaigns that automatically trigger beautifully-designed emails, social posts, newsletters, birthday greetings and more.
With our premium marketing package, all automations are included. If these are not included in your marketing packages, you can select any of these collections for an additional cost.
Market Insights
Relevant Updates Influencing the Markets
Keep your network informed with compliant-approved market updates. Customize the frequency of your communications to demonstrate expertise and maintain engagement:
- Weekly Market Insights Newsletter
- Monthly Market Insights Newsletter
FMG’s automated email campaigns have an average open rate of 33%, with top-performing campaigns regularly topping 47%.
Compare this to the 23% industry-wide average open rate for financial services email campaigns.
Financial Know-How
Empower your clients with essential financial knowledge through diverse educational content. Regularly sharing this information enhances financial literacy and positions you as a trusted advisor:
- Business Owner Messages
- College Planning Newsletter
- Cybersecurity & Scam Prevention Newsletter
- Life Insurance Messages
- Medicare Newsletter
- Social Security Newsletter
- Video of the Month
Life Stages Campaigns
Targeted Automations for Maximum Impact
Deliver age-appropriate content to clients at each stage of their financial journey with automated life stage campaigns. This targeted approach maximizes engagement, builds trust, and positions you as a lifelong financial partner, scaling effortlessly as your client base grows:
- Ages 20-39 Newsletter
- Ages 40-54 Newsletter
- Ages 55-65 Newsletter
- Ages 66+ Messages
Celebrations
- Elizabeth Leventis
- Founder, Arrow & Bow Financial
Marketing campaigns that do the work for you
Client Nurturing
Automate client communications to maintain consistent engagement while focusing on high-value activities. This ensures timely support during market events, regular check-ins, and a steady social media presence.