Introducing Personas

Welcome to your firm’s new, single solution for multiple advisors.

Looking to increase the value of your FMG Suite tools? We’ve got you covered.

With the release of Personas, every advisor in your office can have access to their own suite of marketing tools. That’s right, no more sharing contacts, campaigns, or social tools. Now you can focus on what matters most: your clients. Read on to learn more.


  • Standout
  • Connect
  • Attract
  • Elevate

What’s in a name?

In the past you’ve only been able to send emails from your business or as the primary accountholder. With the implementation of Personas, you now have the ability to send emails, automated campaigns, and content to your clients, using your own name.

Post as yourself

Give your social posts a personal touch with Personas. Watch your social media deepen the existing relationships with your clients and prospects as your personal brand gains the recognition it deserves.

Own your contact lists

In addition to powerful social and email tools, each Persona includes access to individual Customer Management Systems (CMS). Take control of your book of business and grow your client list strategically with individualized contact lists for each advisor within your firm.

Give your content a home

The launch of Personas automatically gives advisors a place to host content. When your clients enjoy the smart, educational content you send, they’ll also be treated to a personally branded landing page, that helps you look great online and your clients engaged.  

Ready to add Personas to your account?

Get Started With Personas