Save time with powerful marketing automations

Set it and forget with our pre-built campaigns that automatically trigger beautifully-designed emails, social posts, newsletters, birthday greetings and more. 

Market Insights

Keep your network up-to-date on the markets with this video featuring an overview of the previous month’s market performance and a glance at the month ahead. Available to send via email and social media.

*Market Insights can be added to Essential Marketing for $49/month.

Social Foundations

A big part of social media success is simply posting consistently. With our automated social posting, we'll keep your feed full and profile active week after week. All posts are FINRA-reviewed in advance, so you don’t have to worry about compliance. Your social feed will never go quiet, no matter how busy you get. 

*Social Foundations can be added to Essential Marketing for $49/month.


Build a reputation as a financial expert with informative and entertaining Video of the Month, and Retirement Insights e-newsletters delivered automatically on your behalf that simplifies complex topics - from retirement to estate planning - and keeps you top of mind.

*Video of the Month and Retirement Insights newsletters can be added to Essential Marketing for $49/month.

Three Different FMG Birthday Card Sample Covers


Automatically trigger fun eCards - to clients on their Birthday or special holidays. These set-and-forget campaigns are some of our most popular and can be set up for all your clients in minutes.

*Happy Birthday (email/cards) and Holiday campaigns can be added to Essential Marketing for $49/month.

Three Holiday Automated Campaign Card Covers

Holiday Greetings

Never miss a holiday again with our automated holiday sequence that triggers professionally-designed emails to your contacts on all major holidays.

Marketing campaigns that do the work for you

Current FMG customer? Download our app today!