FMG Suite Webinar:

FMG Suite/ Advisor Launchpad Overview 

March 29, 2018 @ 1pm PST

At FMG Suite, our goal is to help Financial Advisors become extraordinary marketers. We provide marketing tools that drive new business and enhance existing client relationships through award-winning, compliance-approved websites and industry-leading marketing automation.

Our suite makes it easy for financial advisors to:

  • Craft an online presence with videos, articles, and calculators on the latest financial trends
  • Automate monthly email campaigns to their entire contact list
  • Gain your compliance approval on all content before releasing emails, social posts, and website updates
  • Effortlessly capture new leads with eBook and Quiz sections on their new website

If your team wants to learn more about our extensive marketing toolkit, please reach out to us today to schedule an exclusive webinar. We will meet with your team at your convenience to explore the features of our dashboard and how it helps financial advisors master their marketing.

Fill out the form to watch the webinar!

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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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