MarketingCentral Resources

Bookmark and reference these resources at any time for additional support.

Your MarketingCentral Walkthru

Ready to get started? Watch this helpful walkthru of MarketingCentral courtesy of FMG Suite.

QuickStart Guide

Get up and running with this step-by-step guide to MarketingCentral.

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MarketingCentral Automations

Explore opportunities to automate your marketing communications across email, social, and print.

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Interactive Webinars

Register for an interactive webinar where you’ll have the opportunity to learn more about your MarketingCentral tools and get assistance with any questions.

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Using MarketingCentral as a Team

Use these tips to personalize your profile if you are using MarketingCentral as an ensemble team or program.

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Exporting SmartWorks Client Lists

Looking for more info regarding SmartWorks? Learn how to secure your SmartWorks contacts in order to upload them to MarketingCentral.

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Required Record Retention

MarketingCentral is an approved record retention tool. Click here to read more about maintaining required records.

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Marketing Strategy & Best Practices

Put together a solid client and prospect outreach strategy designed to get results with the help of this straightforward guide.

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2020 Marketing Calendar Template

Utilize this calendar template to build your marketing plan.

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Marketing Strategy & Best Practices

Put together a solid client and prospect outreach strategy designed to get results with the help of this straightforward guide.

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2020 Marketing Calendar Template

Utilize this calendar template to build your marketing plan.

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Events Guide

Leverage MarketingCentral and these tips to plan, manage and promote your next client or prospect event.

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FAQs

Have a question? Check out some of the most commonly asked questions and answers from other MarketingCentral advisors.

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Quarterly Marketing Plans

To help you be more efficient and strategic with your marketing efforts, we’re excited to provide a ready-to-use marketing plan each quarter. The plan targets four audience segments based on investing stage and recommends specific tactics across email, social media, and events that can easily be executed in MarketingCentral.

Get The Q4 2020 Plan

More questions? We have answers

For all things MarketingCentral, contact FMG Suite’s dedicated Cetera support team at
cetera@fmgsuite.com or 858.312.5621.

If you have any general marketing questions, contact the Cetera Advisor Marketing Team at
marketing@cetera.com or 888-762-3777.


To access and order printed materials for advisors, clients, prospects,
and recruiting efforts, visit Print On Demand:

cfgprintondemand.com