Grow Your Business with MyCMO

Powered by FMG

 

Discover MyCMO, a multichannel digital marketing platform that allows you to execute all your marketing efforts in a scalable yet personal way from one convenient hub.

GET STARTED

With MyCMO, you can send the right message to the right people at the right time with just a few clicks!

Connect with your clients, build deeper relationships and drive referrals
  • Email, newsletters, greeting card, event and social media tools
  • Engaging content such as videos, articles, infographics and presentations
  • Automated campaigns allow for set-and-forget marketing capabilities
  • Seamless integration with FMG's turn-key, easy to update websites
  • CRM integration with Redtail, Wealthbox, and SmartOffice/Ebix

Discover how MyCMO is making a difference for financial professionals

"I believe that great businesses do things differently than ‘good’ businesses. I can confidently state that MyCMO can transform your business into a GREAT ONE! Thank you for putting together the most amazing program."



"During the first six months, I had 88 client engagements—22 of which were with clients I had not spoken to in more than four years. This resulted in $40,000 in GDC and added more than a million in advisory business!"



"MyCMO is my own chief marketing officer. It does the heavy lifting and allows me to do what I love, meet with clients. It is a set-it, forget-it, and it makes you look on top of your game in email, social media, and cards. You appear genuine, on target, timely, and thoughtful."



"If you were to design in your dreams a more perfect platform for email marketing, social media posting and website design it wouldn’t be possible. It facilitates everything and provides a direct pipeline to compliance. MyCMO is one beautiful platform!"



Stay in touch with a library of pre-approved content

MyCMO includes an extensive library of videos, infographics and articles to add to your website or share via email and social media. Plus, you have access to AI-powered content to enhance your personal brand. New content is added monthly, so you can easily educate and engage with investors.

Email tools keep you connected

MyCMO helps you customize, manage, and send messages that will reinforce your value to clients and remind them of your strong relationship. Write and send custom emails, or use our pre-written timely content that helps you connect more deeply with your clients and keep you top-of-mind for referral opportunities.

Grow your network with social media

Establish a consistent presence on LinkedIn, Facebook, and Twitter with ready-to-post social media content. Plus, take advantage of the scheduler tool to build your own custom posts and save time by scheduling them in advance.

Make more personal connections with events

Everything you need to plan virtual and in-person events and maximize attendance. Create a customized landing page, promote through email, social media, and print, and capture online RSVPs.

Stand out with personalized greeting cards

Automatically send printed greeting cards for birthdays, holidays and other memorable occasions. Show clients they matter by remembering what’s important to them.

Save time with a built-in compliance workflow

Take the headache out of submitting content for compliance approval. Submitting emails, social posts or website updates is just a simple click within the dashboard to help you easily keep track of what’s pending and what’s approved to send.

Take your marketing to the next level

If you’re ready to step it up, upgrade your MyCMO package with a responsive website, extra automation and more.

VIEW OPTIONS

Want to learn more?

Sign up for MyCMO today and learn how to best leverage these tools to optimize your marketing.

GET STARTED