Flexible pricing to meet all your needs

Do It For Me + Premium Website

We handle your content marketing and pair it with a tailor-made premium website—so your brand, content, and online presence work together seamlessly.

Starting at

$1044

/month - $3,494 setup
Most Popular
Premium

Advanced marketing tools, AI-powered content, and a tailor-made website—all working together to amplify your brand and drive engagement. More automation. Smarter content. Better results.

Starting at

$418

/month - $3,194 setup
Essential

Leverage goal-driven themes for your website and pair with core marketing tools to help you stay active, relevant, and compliant online.

Starting at

$178

/month - $994 setup

What our clients are saying about us​

Compare Plans

Marketing SuiteDo It For MePremiumEssential
Marketing Tools
Custom Email Builder Easily create stunning emails with videos, images, text, and call-to-action buttons—no coding needed. Learn more
Custom Social Media Builder Share social media content from the library or custom builder to LinkedIn, Facebook and Instagram. Learn more
Greeting Cards Personal notes and cards have never been easier. Learn more
Mobile App Manage campaigns, approve content, and stay connected—from anywhere, right from your phone. Learn more
Event Promotions Toolkit Omni-channel event promotion made easy. Learn more
Marketing Automation Collections- 30+ Campaigns Organized into (Learn more):
(Automations may be available for add on purchase with Essential)
Celebrations Automated e-Holiday cards covering select major holidays as well as e-birthday cards to let your clients know you are thinking of them on their special day! Learn more
Client Nurturing Automate consistent client communications such as breaking news, seasonal check-ins and financial education. (Email & Social Media)
Financial Know-How Share diverse newsletters to enhance clients' financial literacy on topics like life insurance, college planning, business ownership, Medicare, and cybersecurity. (Email)
Life Stages Campaigns Deliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email)
Market Insights Provide timely updates and analysis on market trends to keep clients informed and showcase expertise. (Email & Social Media)
Automated Social Media Keep your profiles active with timely posts on topics like investing, retirement, and more—at the frequency you choose.
Content
Robust, Ready-to-Use Content Library Emails, social posts, videos, downloadable guides, presentations and more—covering financial, lifestyle, and timely topics across every channel. Learn more
Canva & Unsplash Integration Easily create polished emails and social posts with built-in access to professional design tools and high-quality images.
Timely News Articles with AI‑Generated Captions for Social Choose from a stream of up-to-date news articles—Curator adds a compliant, ready-to-post caption so you can share instantly from the mobile app.
AI-Powered Content Creation Generate email, blog, and social drafts in seconds—tailored to your voice and built for compliance. Learn more
AI-Powered Tone and Voice Options
Choose from six advisor-specific tones to personalize your content—so it sounds like you and builds trust with every message.
Pre-Built Campaign Sequences
Automated email and social sequences designed for key moments—like onboarding, referrals, and reviews—so you can stay consistent.
Curated Monthly Content Calendar Monthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month.
Exclusive Thought Leader Content Exclusive content and images every month are developed by our thought leaders, who stay on top of marketing best practices and trending topics
SEO Optimized Blogs
Get two professionally written blogs each month—plus a matching email to drive traffic and boost engagement.
Monthly Podcast Script Get a professionally written podcast script each month—perfect for sharing market insights, building credibility, and connecting with your audience in your own voice. Learn more
Services
Dedicated Concierge
Your single point of contact that helps personalize content from the calendar, review results, and keep your marketing on track.
Monthly Planning Call to Review Results
Your monthly planning call helps you review performance, make adjustments and select any optional or niche content.
Quarterly Event Ideas + Promotion Support Get help with event ideas that drive attendance—plus help with multi-channel promotion through email, social, and your website, all managed in one place.
Monthly Marketing Tip Videos
Monthly marketing tips from our thought leaders—featuring timely event ideas, social engagement strategies, and referral tactics with a simple game plan you can implement on your own.

*For our Marketing Suite products, 1,000 is included with Essential and 2,000 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 25,000.

Website Suite ProductsPremiumEssential
Tools and Features
Intuitive Website Dashboard Easily edit your website, manage content, and track activity—all from one simple interface.
Mobile Optimized Design Looks great and works perfectly on phones, tablets, and desktops—no pinching or zooming required.
Easy Editing + Real Time Preview See your changes in real-time with a simple drag-and-drop interface—no tech skills needed. Learn more
One-Click Compliance Submit content for compliance approval in just a few clicks—no separate portals required.
AI-Powered Blog Creation Generate blog drafts in seconds—tailored to your voice and built for compliance.
Built-In Blogging Tools Publish content that boosts SEO, educates visitors, and builds authority. Learn more
Lead Capture Content and Tools Capture and convert visitors with built-in forms, landing pages, and lead magnets. Learn more
Content No any descriptionPremiumEssential
Search Optimization Features
Automatic Sitemap & Clean URLs Auto-generated sitemap.xml and friendly URLs ensure search engines find and index your site easily. Learn more
SSL Security & Structured Markup Built-in SSL and structured data help protect your site and give search engines clear, meaningful context. Learn more
FAQ Widgets with Built-In Schema Markup Help search engines understand your content and boost visibility with structured data baked into every site. Learn more
Analytics & Tag Manager Capabilities Track traffic, conversion, and content performance with seamless Google Analytics and Tag Manager support. Learn more
Custom Meta Titles & Redirects Control your search snippet with editable meta titles/descriptions plus easy 301 redirects to retain SEO value. Learn more
Local Listings Claim and update your business info across Google, Bing, and Facebook to improve local search visibility. Learn more
Design Process (View our Website Gallery)
Premium (Learn more)
Tailored Website Design Work with project manager to create a tailored site aligned with your brand and goals.
Collaborative Design Process You'll receive design concepts, a creative strategy brief, and opportunities to provide feedback at every step.
Personalized Discovery & Strategy Our team guides you through a creative discovery process to understand your business, goals, and audience before we design.
Hands-On Project Management From developing a creative brief to design, we handle the heavy lifting.
Visual Impact + Performance Stand out with a premium look while benefiting from SEO-friendly, mobile-optimized coding.
Compliance + Launch Support We manage the review process, dashboard training and push the site live once approved.
Essential (Learn more)
Goal-Driven Website Themes Choose from 6 optimized themes aligned with your business goals and target audience.
Pre-written Copy Our content is tailored to resonate with your audience while simplifying compliance.
Quick Launch Timeline With turnkey designs and pre-written copy, you can launch in as little as 4–6 weeks—depending on approvals and your level of personalization.
Additional Add-Ons
Tailored Copywriting Stand out from the start with custom, brand-focused copy for your most important web pages—crafted to connect with your audience and make a lasting first impression. Learn more$699$699
Accessibility Lock Our automated, AI-powered web accessibility tool helps you deliver a superior website experience to every visitor, including differently-abled individuals. Learn more$50$50

Compare Plans

Marketing Tools

Do It For Me
  • Custom Email Builder
  • Custom Social Media Builder
  • Greeting Cards
  • Mobile App
  • Event Promotions Toolkit

Premium

  • Custom Email Builder
  • Custom Social Media Builder
  • Greeting Cards
  • Mobile App
  • Event Promotions Toolkit
Essential
  • Custom Email Builder
  • Custom Social Media Builder
  • Greeting Cards
  • Mobile App

Marketing Automation

30+ Campaigns Organized into (Learn more):

(Automations may be available for add on purchase with Essential)
Do It For Me
  • Celebrations
  • Client Nurturing
  • Financial Know-How
  • Life Stages Campaigns
  • Market Insights
  • Automated Social Media
Premium
  • Celebrations
  • Client Nurturing
  • Financial Know-How
  • Life Stages Campaigns
  • Market Insights
  • Automated Social Media
Essential

Content

Do It For Me
  • Robust, Ready-to-Use Content Library
  • Canva & Unsplash Integration
  • Timely News Articles with AI‑Generated Captions for Social
  • AI-Powered Content Creation
  • AI-Powered Tone and Voice Options
  • Curated Monthly Content Calendar
  • Exclusive Thought Leader Content
  • SEO Optimized Blogs
  • Monthly Podcast Script
Premium
  • Robust, Ready-to-Use Content Library
  • Canva & Unsplash Integration
  • Timely News Articles with AI‑Generated Captions for Social
  • AI-Powered Content Creation
  • AI-Powered Tone and Voice Options
  • Pre-Built Campaign Sequences
Essential
  • Robust, Ready-to-Use Content Library
  • Canva & Unsplash Integration
  • Timely News Articles with AI‑Generated Captions for Social

Services

Do It For Me
  • Dedicated Concierge
  • Monthly Planning Call to Review Results
  • Quarterly Event Ideas + Promotion Support
Premium
Essential

*For our Marketing Suite products, 1,000 is included with Essential and 2,000 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 25,000.

Tools and Features

Premium
  • Intuitive Website Dashboard
  • Mobile Optimized Design
  • Easy Editing + Real Time Preview
  • One-Click Compliance
  • AI-Powered Blog Creation
  • Built-In Blogging Tools
  • Lead Capture Content and Tools
  • Content: Premium
Essential
  • Intuitive Website Dashboard
  • Mobile Optimized Design
  • Easy Editing + Real Time Preview
  • One-Click Compliance
  • Content: Essential

Search Optimization Features

Premium
  • Automatic Sitemap & Clean URLs
  • SSL Security & Structured Markup
  • FAQ Widgets with Built-In Schema Markup
  • Analytics & Tag Manager Capabilities
  • Custom Meta Titles & Redirects
  • Local Listings
Essential
  • Automatic Sitemap & Clean URLs
  • SSL Security & Structured Markup
  • FAQ Widgets with Built-In Schema Markup
  • Analytics & Tag Manager Capabilities
  • Custom Meta Titles & Redirects

Premium (Learn more):

Premium
  • Tailored Website Design
  • Collaborative Design Process
  • Personalized Discovery & Strategy
  • Hands-On Project Management
  • Visual Impact + Performance
  • Compliance + Launch Support
Essential

Essential (Learn more):

Premium

Essential
  • Goal-Driven Website Themes
  • Pre-written Copy
  • Quick Launch Timeline

Additional Add-Ons

Premium
  • Tailored Copywriting: $699
  • Accessibility Lock: $50
Essential
  • Tailored Copywriting: $699
  • Accessibility Lock: $50
Do It For Me

A Concierge Marketing Service—Executed for You.

Starting at

$895

/month - $499 setup
Most Popular
Premium

More Automation. Smarter Content. Better Engagement.

Starting at

$269

/month - $199 setup
Essential

Quick, Compliant Marketing Made Easy.

Starting at

$99

/month - $199 setup

What our clients are saying about us​

Compare Plans

Marketing SuiteDo It For MePremiumEssential
Marketing Tools
Custom Email Builder Easily create stunning emails with videos, images, text, and call-to-action buttons—no coding needed. Learn more
Custom Social Media Builder Share social media content from the library or custom builder to LinkedIn, Facebook and Instagram. Learn more
Greeting Cards Personal notes and cards have never been easier. Learn more
Mobile App Manage campaigns, approve content, and stay connected—from anywhere, right from your phone. Learn more
Event Promotions Toolkit Omni-channel event promotion made easy. Learn more
Marketing Automation Collections- 30+ Campaigns Organized into (Learn more):
(Automations may be available for add on purchase with Essential)
Celebrations Automated e-Holiday cards covering select major holidays as well as e-birthday cards to let your clients know you are thinking of them on their special day! Learn more
Client Nurturing Automate consistent client communications such as breaking news, seasonal check-ins and financial education. (Email & Social Media)
Financial Know-How Share diverse newsletters to enhance clients' financial literacy on topics like life insurance, college planning, business ownership, Medicare, and cybersecurity. (Email)
Life Stages Campaigns Deliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email)
Market Insights Provide timely updates and analysis on market trends to keep clients informed and showcase expertise. (Email & Social Media)
Automated Social Media Keep your profiles active with timely posts on topics like investing, retirement, and more—at the frequency you choose.
Content
Robust, Ready-to-Use Content Library Emails, social posts, videos, downloadable guides, presentations and more—covering financial, lifestyle, and timely topics across every channel. Learn more
Canva & Unsplash Integration Easily create polished emails and social posts with built-in access to professional design tools and high-quality images.
Timely News Articles with AI‑Generated Captions for Social Choose from a stream of up-to-date news articles—Curator adds a compliant, ready-to-post caption so you can share instantly from the mobile app.
AI-Powered Content Creation Generate email, blog, and social drafts in seconds—tailored to your voice and built for compliance. Learn more
AI-Powered Tone and Voice Options
Choose from six advisor-specific tones to personalize your content—so it sounds like you and builds trust with every message.
Pre-Built Campaign Sequences
Automated email and social sequences designed for key moments—like onboarding, referrals, and reviews—so you can stay consistent.
Curated Monthly Content Calendar Monthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month.
Exclusive Thought Leader Content Exclusive content and images every month are developed by our thought leaders, who stay on top of marketing best practices and trending topics
SEO Optimized Blogs
Get two professionally written blogs each month—plus a matching email to drive traffic and boost engagement.
Monthly Podcast Script Get a professionally written podcast script each month—perfect for sharing market insights, building credibility, and connecting with your audience in your own voice. Learn more
Services
Dedicated Concierge
Your single point of contact that helps personalize content from the calendar, review results, and keep your marketing on track.
Monthly Planning Call to Review Results
Your monthly planning call helps you review performance, make adjustments and select any optional or niche content.
Quarterly Event Ideas + Promotion Support Get help with event ideas that drive attendance—plus help with multi-channel promotion through email, social, and your website, all managed in one place.
Monthly Marketing Tip Videos
Monthly marketing tips from our thought leaders—featuring timely event ideas, social engagement strategies, and referral tactics with a simple game plan you can implement on your own.
*For our Marketing Suite products, 1,000 is included with Essential and 2,000 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 25,000.

Compare Plans

Marketing Tools

Do It For Me

  • Custom Email Builder
  • Custom Social Media Builder
  • Greeting Cards
  • Mobile App
  • Event Promotions Toolkit
Premium
  • Custom Email Builder
  • Custom Social Media Builder
  • Greeting Cards
  • Mobile App
  • Event Promotions Toolkit

Essential

  • Custom Email Builder
  • Custom Social Media Builder
  • Greeting Cards
  • Mobile App

Marketing Automation

30+ Campaigns Organized into (Learn more):

(Automations may be available for add on purchase with Essential)

Do It For Me

  • Celebrations
  • Client Nurturing
  • Financial Know-How
  • Life Stages Campaigns
  • Market Insights
  • Automated Social Media
Premium
  • Celebrations
  • Client Nurturing
  • Financial Know-How
  • Life Stages Campaigns
  • Market Insights
  • Automated Social Media
Essential

Content

Do It For Me
  • Robust, Ready-to-Use Content Library
  • Canva & Unsplash Integration
  • Timely News Articles with AI‑Generated Captions for Social
  • AI-Powered Content Creation
  • AI-Powered Tone and Voice Options
  • Curated Monthly Content Calendar
  • Exclusive Thought Leader Content
  • SEO Optimized Blogs
  • Monthly Podcast Script
Premium
  • Robust, Ready-to-Use Content Library
  • Canva & Unsplash Integration
  • Timely News Articles with AI‑Generated Captions for Social
  • AI-Powered Content Creation
  • AI-Powered Tone and Voice Options
Essential
  • Robust, Ready-to-Use Content Library
  • Canva & Unsplash Integration
  • Timely News Articles with AI‑Generated Captions for Social

Services

Do It For Me
  • Dedicated Concierge
  • Monthly Planning Call to Review Results
  • Quarterly Event Ideas + Promotion Support
Premium
Essential
*For our Marketing Suite products, 1,000 is included with Essential and 2,000 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 25,000.
Most Popular
Premium

From discovery to design, we create a professionally crafted site that reflects your voice and vision.

Starting at

$149

/month - $2,995 setup

Already an FMG website customer? You’ll receive a discounted setup fee when upgrading to a new website design.

Essential

Turnkey goal-driven designs- ready for the audience you serve best.

Starting at

$79

/month - $795 setup

Already an FMG website customer? You’ll receive a discounted setup fee when upgrading to a new website design.

What our clients are saying about us​

Compare Plans

Website Suite ProductsPremiumEssential
Tools and Features
Intuitive Website Dashboard Easily edit your website, manage content, and track activity—all from one simple interface.
Mobile Optimized Design Looks great and works perfectly on phones, tablets, and desktops—no pinching or zooming required.
Easy Editing + Real Time Preview See your changes in real-time with a simple drag-and-drop interface—no tech skills needed. Learn more
One-Click Compliance Submit content for compliance approval in just a few clicks—no separate portals required.
AI-Powered Blog Creation Generate blog drafts in seconds—tailored to your voice and built for compliance.
Built-In Blogging Tools Publish content that boosts SEO, educates visitors, and builds authority. Learn more
Lead Capture Content and Tools Capture and convert visitors with built-in forms, landing pages, and lead magnets. Learn more
Content No any descriptionPremiumEssential
Search Optimization Features
Automatic Sitemap & Clean URLs Auto-generated sitemap.xml and friendly URLs ensure search engines find and index your site easily. Learn more
SSL Security & Structured Markup Built-in SSL and structured data help protect your site and give search engines clear, meaningful context. Learn more
FAQ Widgets with Built-In Schema Markup Help search engines understand your content and boost visibility with structured data baked into every site. Learn more
Analytics & Tag Manager Capabilities Track traffic, conversion, and content performance with seamless Google Analytics and Tag Manager support. Learn more
Custom Meta Titles & Redirects Control your search snippet with editable meta titles/descriptions plus easy 301 redirects to retain SEO value. Learn more
Local Listings Claim and update your business info across Google, Bing, and Facebook to improve local search visibility. Learn more
Design Process (View our Website Gallery)
Premium (Learn more)
Tailored Website Design Work with project manager to create a tailored site aligned with your brand and goals.
Collaborative Design Process You'll receive design concepts, a creative strategy brief, and opportunities to provide feedback at every step.
Personalized Discovery & Strategy Our team guides you through a creative discovery process to understand your business, goals, and audience before we design.
Hands-On Project Management From developing a creative brief to design, we handle the heavy lifting.
Visual Impact + Performance Stand out with a premium look while benefiting from SEO-friendly, mobile-optimized coding.
Compliance + Launch Support We manage the review process, dashboard training and push the site live once approved.
Essential (Learn more)
Goal-Driven Website Themes Choose from 6 optimized themes aligned with your business goals and target audience.
Pre-written Copy Our content is tailored to resonate with your audience while simplifying compliance.
Quick Launch Timeline With turnkey designs and pre-written copy, you can launch in as little as 4–6 weeks—depending on approvals and your level of personalization.
Additional Add-Ons
Tailored Copywriting Stand out from the start with custom, brand-focused copy for your most important web pages—crafted to connect with your audience and make a lasting first impression. Learn more$699$699
Accessibility Lock Our automated, AI-powered web accessibility tool helps you deliver a superior website experience to every visitor, including differently-abled individuals. Learn more$50$50

*For our Marketing Suite products, 1,000 is included with Essential and 2,000 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 25,000.

Compare Plans

Tools and Features

Premium
  • Intuitive Website Dashboard
  • Mobile Optimized Design
  • Easy Editing + Real Time Preview
  • One-Click Compliance
  • AI-Powered Blog Creation
  • Built-In Blogging Tools
  • Lead Capture Content and Tools
  • Content: Premium
Essential
  • Intuitive Website Dashboard
  • Mobile Optimized Design
  • Easy Editing + Real Time Preview
  • One-Click Compliance
  • Content: Essential

Search Optimization Features

Premium
  • Automatic Sitemap & Clean URLs
  • SSL Security & Structured Markup
  • FAQ Widgets with Built-In Schema Markup
  • Analytics & Tag Manager Capabilities
  • Custom Meta Titles & Redirects
  • Local Listings
Essential
  • Automatic Sitemap & Clean URLs
  • SSL Security & Structured Markup
  • FAQ Widgets with Built-In Schema Markup
  • Analytics & Tag Manager Capabilities
  • Custom Meta Titles & Redirects

Premium (Learn more):

Premium
  • Tailored Website Design
  • Collaborative Design Process
  • Personalized Discovery & Strategy
  • Hands-On Project Management
  • Visual Impact + Performance
  • Compliance + Launch Support
Essential

Essential (Learn more):

Premium
Essential
  • Goal-Driven Website Themes
  • Pre-written Copy
  • Quick Launch Timeline

Additional Add-Ons

Premium
  • Tailored Copywriting: $699
  • Accessibility Lock: $50
Essential
  • Tailored Copywriting: $699
  • Accessibility Lock: $50

*For our Marketing Suite products, 1,000 is included with Essential and 2,000 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 25,000.

Search isn't just about keywords anymore. It's about social proof.

FMG Testimonials is an easy, set-it-once system that helps you consistently collect and display client feedback automatically.
Reviews improve Google and local visibility, real client stories build trust, and social proof helps prospects and referrals choose you with confidence.

1 advisor
For solo advisors
Solo
Show social proof notifications to increase leads and sales. Perfect for independent advisors.
Enterprise Pricing
Let's build your custom plan

Your firm's size qualifies for custom pricing. Contact us and we'll put together a tailored quote.

Total due today
$198 /first month
How it breaks down
Advisors 1
Monthly cost $99
Cost per advisor $99.00
One-time setup fee $99
Get started
What's included
  • Google Reviews
  • Testimonials
  • Referrals
  • Client Feedback
  • Compliance Tools
  • Automations
  • Client Engagement Tools
  • Surveys
Current FMG Customers

Add Testimonials to your current FMG package and receive 20% off your monthly fee and setup.

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