Step 01

Need a website? We'll start there.

Your website is the hub of your marketing activity, so that’s where we start. A specialist will help you choose a setup option and pick out your perfect design. Then, we’ll do a white glove transfer of your old website content, apply any new copy or branding you’ve created, help link your Google Analytics account, send it through for compliance approval, and voila! Your beautiful new website is ready to go live.

Step 02

Next, we activate your email & social marketing campaigns.

Depending on the package you chose, we can activate an array of targeted automated marketing for you to keep a constant conversation going with your clients and prospects. Connect your CRM (including Redtail, Wealthbox, and Salesforce) or upload a list of your contacts. Whether you want to gather referrals, send holiday greetings, or reach more pre-retirees, these email campaigns will be your favorite set-it-and-forget-it solution.

Content Library

Step 03

Time to play with your content!

Next stop: your new content library. With over 400 pieces to choose from, you’re sure to find some you really want to share. Earmark your favorite videos and infographics, send a personalized greeting card by mail, whip up a quick email, or post a piece to social media. Since every piece is made with advisors and investors in mind, and the platform includes a compliance integration, you’ll never have to worry about compliance headaches.

Step 04

Meet your new marketing coach.

If you purchased our Elevate package, you get another layer of personal marketing support. Your coach will handcraft a personalized marketing strategy to fit your goals, helping you maximize your FMG Suite tools. They’ll also hook you up with branded print materials, a high-end touch that makes a great impression.


Step 05

All the support you need. Finally.

Your website is live, your campaigns are running, and your client relationships are stronger than ever. Great! But your business doesn’t stop there. You’ll also receive a complimentary website refresh every 2 years, plus ongoing education through our blog posts, webinars, and tutorials. And our customer support team is standing by to help anytime, just give them a call.


Let’s talk. We’ll show you how to nurture clients, attract leads, and start building a scalable, relationship-based business.