Flexible pricing to meet all your needs

Most Popular Package

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

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

Compare Plans

Marketing SuiteDIFMPremiumEssential
Custom Email BuilderEasily create stunning emails with videos, images, text, and call-to-action buttons—no coding needed. Learn more
Custom Social Media BuilderShare social media content from the library or custom builder to LinkedIn, Facebook and Instagram. Learn more
Greeting CardsPersonal notes and cards have never been easier. Learn more
Mobile AppManage campaigns, approve content, and stay connected—from anywhere, right from your phone. Learn more
Event Promotions ToolkitOmni-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)
CelebrationsAutomated 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 NurturingAutomate consistent client communications such as breaking news, seasonal check-ins and financial education. (Email & Social Media)
Financial Know-HowShare diverse newsletters to enhance clients' financial literacy on topics like life insurance, college planning, business ownership, Medicare, and cybersecurity. (Email)
Life Stages CampaignsDeliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email)
Market InsightsProvide 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 IntegrationEasily 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 SocialChoose 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 CreationGenerate 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 CalendarMonthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month.
Exclusive Thought Leader ContentExclusive 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 ScriptGet 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 SupportGet 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 DashboardEasily edit your website, manage content, and track activity—all from one simple interface.
Mobile Optimized DesignLooks 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 ComplianceSubmit content for compliance approval in just a few clicks—no separate portals required.
AI-Powered Blog CreationGenerate blog drafts in seconds—tailored to your voice and built for compliance.
Built-In Blogging ToolsPublish content that boosts SEO, educates visitors, and builds authority. Learn more
Lead Capture Content and ToolsCapture and convert visitors with built-in forms, landing pages, and lead magnets. Learn more
ContentNo any descriptionPremiumEssential
Search Optimization Features
Automatic Sitemap & Clean URLsAuto-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 SupportWe manage the review process, dashboard training and push the site live once approved.
Essential (Learn more)
Goal-Driven Website ThemesChoose from 6 optimized themes aligned with your business goals and target audience.
Pre-written CopyOur content is tailored to resonate with your audience while simplifying compliance.
Quick Launch TimelineWith 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 LockOur automated, AI-powered web accessibility tool helps you deliver a superior website experience to every visitor, including differently-abled individuals. Learn more$50$50

What our clients are saying about us​

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Find out which package is right for you

Most Popular Package

Do It For Me

A Concierge Marketing Service—Executed for You.

Starting at

$895

/month – $499 setup

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

Compare Plans

Marketing SuiteDIFMPremiumEssential
Custom Email BuilderEasily create stunning emails with videos, images, text, and call-to-action buttons—no coding needed. Learn more
Custom Social Media BuilderShare social media content from the library or custom builder to LinkedIn, Facebook and Instagram. Learn more
Greeting CardsPersonal notes and cards have never been easier. Learn more
Mobile AppManage campaigns, approve content, and stay connected—from anywhere, right from your phone. Learn more
Event Promotions ToolkitOmni-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)
CelebrationsAutomated 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 NurturingAutomate consistent client communications such as breaking news, seasonal check-ins and financial education. (Email & Social Media)
Financial Know-HowShare diverse newsletters to enhance clients' financial literacy on topics like life insurance, college planning, business ownership, Medicare, and cybersecurity. (Email)
Life Stages CampaignsDeliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email)
Market InsightsProvide 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 IntegrationEasily 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 SocialChoose 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 CreationGenerate 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 CalendarMonthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month.
Exclusive Thought Leader ContentExclusive 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 ScriptGet 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 SupportGet 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, up to a max of 30,000.

What our clients are saying about us​

quote-left-new.svg
quote-right-new.svg

What our clients are saying about us​

quote-left-new.svg
quote-right-new.svg

Most Popular Package

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.

Compare Plans

Website Suite ProductsPremiumEssential
Tools and Features
Intuitive Website DashboardEasily edit your website, manage content, and track activity—all from one simple interface.
Mobile Optimized DesignLooks 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 ComplianceSubmit content for compliance approval in just a few clicks—no separate portals required.
AI-Powered Blog CreationGenerate blog drafts in seconds—tailored to your voice and built for compliance.
Built-In Blogging ToolsPublish content that boosts SEO, educates visitors, and builds authority. Learn more
Lead Capture Content and ToolsCapture and convert visitors with built-in forms, landing pages, and lead magnets. Learn more
ContentNo any descriptionPremiumEssential
Search Optimization Features
Automatic Sitemap & Clean URLsAuto-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 SupportWe manage the review process, dashboard training and push the site live once approved.
Essential (Learn more)
Goal-Driven Website ThemesChoose from 6 optimized themes aligned with your business goals and target audience.
Pre-written CopyOur content is tailored to resonate with your audience while simplifying compliance.
Quick Launch TimelineWith 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 LockOur 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, up to a max of 30,000.

What our clients are saying about us​

quote-left-new.svg
quote-right-new.svg

What our clients are saying about us​

quote-left-new.svg
quote-right-new.svg

Popular Integrations

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