Who Can We Create a
Persona Account for?

* Have a question about Persona accounts? We have answers at (858) 252-0287.

Put your name to work.

Sharing a single website with your entire firm makes sense. But sharing contacts and communication tools with everyone you work with probably isn’t ideal. With a Persona account, you’ll never need to share FMG Suite’s marketing tools. No more sharing contacts, campaigns, landing pages, or social tools. Make sure your clients remember your name, not just your firm’s.

Watch How It Works

A Persona Account Includes:

  • Award-Winning Content
  • Individualized Email & Social Tools
  • Strategically Designed Campaigns
  • A Personally Branded Landing Page
  • Personal Client Contact List

How to Get the Most from
Your Persona Account

Manage your own list of clients.

Upload your own contacts, and then segment your book of business to help specific clients connect directly with you. Target niche audiences, send the right content to the right demographics, and deepen your relationships with your own personal contact list.

Enable campaigns to engage and educate.

It’s never been easier to educate your clients. Our automated campaigns keep your clients engaged and informed on their own financial options, while supporting those relationships you work so hard to nurture. You’ll stay top of mind with clients, even between appointments.

Connect on social media and build a following.

A Persona account lets you post as yourself across social media platforms. Watch your social media strengthen your existing client relationships, while also attracting more prospects. Posting as yourself (instead of your firm) lets your personal brand gain the recognition it deserves.

Land your brand on its own webpage.

Don’t have a website? Not a problem. With a Persona account, your clients will receive smart, educational content served up on a personally branded landing page, which helps you establish an online home for yourself, while also looking polished and professional – no website required.


Still have questions? We have you covered.
Check out some of the most-frequently asked questions we receive from advisors just like you.

A Persona account is your own set of marketing and communication tools. With a Persona account, you get access to:

  • Award-winning, compliant content
  • Individual email and social tools
  • Strategically designed, automated campaigns
  • A personally branded landing page
  • Comprehensive email and social metrics
  • Personal client contact list

Persona accounts allow you to build your brand and separate yourself from other advisors in your multi-advisory firm. With a Persona account, you can:

  • Send timely announcements or news
  • Personalize your birthday and holiday emails
  • Promote your own events
  • Customize your content, based on your clients’ specific needs
  • Automate your email and social campaigns
  • Individualize your contact lists
  • Attract inbound leads to your contact information
  • Establish a personally branded landing page

Think of a Persona account as a miniature FMG Suite account. With a Persona account, you can send your own custom emails and social posts, just like you can with an FMG Suite account.

However, there are two main differences.

First, an FMG Suite account comes with a professionally designed website whereas a Persona account does not.

Secondly, Persona accounts are $59 per month compared to $169 per month for an FMG Suite account.

Yes! A Persona account grants access to the FMG Suite comprehensive content library, which is brimming with compliance-friendly content, covering everything from retirement to taxes. For more information, click here.

The FMG Suite comprehensive content library contains compliance-friendly content across a variety of formats, such as:

  • Quizzes
  • Articles
  • Infographics
  • Ebooks
  • Interactive Pages
  • Calculators
  • Slideshows
  • Prewritten Emails
  • Whitepapers
  • Social Media Posts
  • Greeting Cards
  • Presentations
  • Whiteboard Videos
  • Market Commentaries
  • Birthday Messages
  • Holiday Messages
  • Automated Campaigns
  • Referral Campaigns

For more information, click here.

That’s great! Whether you’re just getting started with content creation or you’re an old hand, FMG suite can help streamline your content approval. With a Persona account, any content you want to send will go directly to your compliance department, without ever needing to leave your FMG Suite admin. Create engaging content in your FMG Suite Persona account, and with a few clicks, you can quickly submit content for compliance review.

Learn more here.

An FMG Suite Persona account comes with effective, automated email campaigns. All you need to do is turn on the campaign, and the FMG Suite platform will automatically send beautifully designed, responsive emails, full of compliance-friendly content. Check out our library of email campaigns here.

That’s not all, though. FMG Suite also makes it easy to keep track of how your automated email campaigns are doing. Our tracking and reporting system provides specific metrics to show performance, including bounce rate, open rate, and clickthroughs.

You sure can. The custom email builder within FMG Suite’s Persona accounts uses sectional editing to create beautifully branded, responsive emails. Just “drag and drop” images or content into your custom email, and before long, you’ll have a sleek-branded template tailored to your audience and goals. Lastly, you can choose to match your company or DBA’s logo and colors or update it to match your personal brand.

Using our FMG Suite dashboard, you can link up and post to all your social media accounts. With a single login, you can post quickly and easily to boost your online social presence.

You can even take it a step further and schedule a post for a date in the future with our social post scheduler.

For the advisor on the go, we provide the Social Foundations campaign, which automatically establishes a consistent, foundational presence on LinkedIn, Facebook, and Twitter. That means you’ll be free to build your business and interact with clients as your prescheduled social posts reach their inboxes.

Learn more about our social media tools here.

Yes! Each Persona account automatically hosts the content your clients love on a personally branded landing page, complete with your logo and contact information.

No problem. Even if you have a website hosted with a different provider, soon you’ll be able to link your custom domain with your Persona account landing page. And since your landing page will list your website URL, you can direct visitors to your website and generate more leads than ever.

Currently, the answer is no. However, the ability to house lead-gen forms onto Persona account landing pages is coming soon!

Yes, depending on your CRM. We currently support a two-way sync with Redtail CRM, Salesforce, Wealthbox, and MarketingPro. You can choose whether to sync all your contacts and topics or only a select few.

However, automatic syncing is also an option! When enabled, your contacts will be automatically updated at the end of each day. You can also choose to sync manually and update your contacts on demand. The option to manually import your contacts (by uploading a CSV) is also an option.

More questions?
Call us at (858) 251-2400.