Flexible pricing to meet all your needs

Most Popular Package

Do It For Me + Premium Website

If marketing feels like a lot of work,
let us help.

Starting at

$834

/month – $3,298 setup
Do It For Me Marketing + Premium Website

Premium

Pair marketing automation with a website staged to win new business.
Starting at

$368

/month – $2,998 setup
Premium Marketing + Premium Website

Essential

Combine a classy website with the tools to get your message out.
Starting at

$178

/month – $798 setup
Essential Marketing + Essential Website

What our clients are saying about us​

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Find out which package is right for you

Compare plans

Marketing SuiteDIFM + Premium WebsitePremiumEssential
Custom Email BuilderBeautiful templates and timely content to enhance communications. Learn more
Custom Social Media BuilderThe ability to create, share and send your own social post via our dashboard. Learn more
PresentationsEffectively organize an event by utilizing presentation kits with promotional materials, informative handouts, and clear presentation slides and scripts to engage your audience.
CuratorThe ability to use a AI Driven tool to further engage likes using content related to breaking news, market updates, evergreen content and so much more! Learn more
Mobile AppAccess to compliance-ready, personalized, and AI-driven content to share content across email and social media with a click of a button. Learn more
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$49 / month
Market InsightsAutomated Monthly Market Insights Email with a captivating video highlighting the previous month and market trends as well as an optional weekly economic update that you can edit. Learn more$49 / month
eNewslettersAn automated monthly financial-related email and a bi-monthly automated retirement focused email. Learn more$49 / month
Social FoundationsAutomated social posts for Facebook and LinkedIn covering a variety of lifestyle, evergreen and financial-related material. Learn more$49 / month
ReferralsAutomated quarterly email campaign asking clients if they have changes in their financial situation or know of someone that could benefit from a discussion.$49 / month
EventsOmni-channel event promotion made easy. Learn more$49 / month
Greeting CardsPersonal notes and cards have never been easier. Learn more$2.75 / card$2.75 / card$2.75 / card
Content CalendarMonthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month.
Dedicated TeamA dedicated marketing specialist to execute the email, social and blog content.
Exclusive Do It For Me ContentExclusive content and images every month are developed by our thought leaders, who stay on top of marketing best practices and trending topics
HNW-level and authentically content written by our executivesNo any description
3 SEO Optimized blogs/monthNo any description
Monthly Podcast script by ProudMouthNo any description
YCharts Social PostsNo any description
Quarterly event ideas and promotion supportNo any description
Monthly review of resultsNo any description
Monthly marketing tipsNo any description

*For our Marketing Suite products, 1,500 is included with Essential and 2,500 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 50,000.

 

 

 

Website Suite ProductsPremiumEssential
WebsiteLibrary of pre-built sections, real-time previews, and compliance integrations enable you to create and customize your websites effortlessly. Learn more
One-Click ComplianceAutomatically submit content for review and approval as part of a streamlined workflow. Learn more
ContentNo any descriptionPremiumEssential
Insights & AnalyticsView, analyze, and measure your impact to find out what’s working — anytime, anywhere.
Blog StudioPromote your blog across all channels with ease. Learn more$49 / month
Lead StudioEngaging landing pages and lead magnets to get prospects to take action. Learn more$49 / month
ListingsEasily claim and edit your listings on Google, Facebook, Bing and more to help with SEO rankings.$49 / month
Add-On Accessibility LockOur automated, AI-powered web accessibility tool helps you deliver a superior website experience to every visitor, including differently-abled individuals. Learn more$49 / month$49 / month
Tailored CopywritingNo any description$699$699

Most Popular Package

Do It For Me

A concierge marketing service where we take care of everything.
Starting at

$695

/month – $499 setup

Everything in Premium, plus:

Premium

Flip a switch and ratchet up your game with marketing automations.
Starting at

$229

/month – $199 setup

Everything in Essential, plus:

Essential

Easy-to-use email and social tools to get your voice out in no time.
Starting at

$99

/month – $199 setup

Essential Marketing

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

Find out which package is right for you

Compare plans

Marketing SuiteDIFM + Premium WebsitePremiumEssential
Custom Email BuilderBeautiful templates and timely content to enhance communications. Learn more
Custom Social Media BuilderThe ability to create, share and send your own social post via our dashboard. Learn more
PresentationsEffectively organize an event by utilizing presentation kits with promotional materials, informative handouts, and clear presentation slides and scripts to engage your audience.
CuratorThe ability to use a AI Driven tool to further engage likes using content related to breaking news, market updates, evergreen content and so much more! Learn more
Mobile AppAccess to compliance-ready, personalized, and AI-driven content to share content across email and social media with a click of a button. Learn more
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$49 / month
Market InsightsAutomated Monthly Market Insights Email with a captivating video highlighting the previous month and market trends as well as an optional weekly economic update that you can edit. Learn more$49 / month
eNewslettersAn automated monthly financial-related email and a bi-monthly automated retirement focused email. Learn more$49 / month
Social FoundationsAutomated social posts for Facebook and LinkedIn covering a variety of lifestyle, evergreen and financial-related material. Learn more$49 / month
ReferralsAutomated quarterly email campaign asking clients if they have changes in their financial situation or know of someone that could benefit from a discussion.$49 / month
EventsOmni-channel event promotion made easy. Learn more$49 / month
Greeting CardsPersonal notes and cards have never been easier. Learn more$2.75 / card$2.75 / card$2.75 / card
Content CalendarMonthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month.
Dedicated TeamA dedicated marketing specialist to execute the email, social and blog content.
Exclusive Do It For Me ContentExclusive content and images every month are developed by our thought leaders, who stay on top of marketing best practices and trending topics
HNW-level and authentically content written by our executivesNo any description
3 SEO Optimized blogs/monthNo any description
Monthly Podcast script by ProudMouthNo any description
YCharts Social PostsNo any description
Quarterly event ideas and promotion supportNo any description
Monthly review of resultsNo any description
Monthly marketing tipsNo any description

*For our Marketing Suite products, 1,500 is included with Essential and 2,500 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 50,000.

 

 

 

Most Popular Package

Do It For Me

COMING SOON – We handle everything, from custom blog writing to site performance.
Starting at

$695

/month – $2,999 setup
Everything in Premium, plus:

Premium

Turn your website into a lead machine anchored by your unique brand.
Starting at

$139

/month – $2,799 setup
Everything in Essential, plus:

Essential

Let us craft a fresh new website as professional as you.
Starting at

$79

/month – $599 setup

Do It For Me

COMING SOON – We handle everything, from custom blog writing to site performance.
Starting at

$695

/month – $2,999 setup
Everything in Premium, plus:
Recommended

Premium

Turn your website into a lead machine anchored by your unique brand.
Starting at

$139

/month – $2,799 setup
Everything in Essential, plus:

Essential

Let us craft a fresh new website as professional as you are.

Starting at

$79

/month – $599 setup

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

Find out which package is right for you

Compare plans

Website Suite ProductsPremiumEssential
WebsiteLibrary of pre-built sections, real-time previews, and compliance integrations enable you to create and customize your websites effortlessly. Learn more
One-Click ComplianceAutomatically submit content for review and approval as part of a streamlined workflow. Learn more
ContentNo any descriptionPremiumEssential
Insights & AnalyticsView, analyze, and measure your impact to find out what’s working — anytime, anywhere.
Blog StudioPromote your blog across all channels with ease. Learn more$49 / month
Lead StudioEngaging landing pages and lead magnets to get prospects to take action. Learn more$49 / month
ListingsEasily claim and edit your listings on Google, Facebook, Bing and more to help with SEO rankings.$49 / month
Add-On Accessibility LockOur automated, AI-powered web accessibility tool helps you deliver a superior website experience to every visitor, including differently-abled individuals. Learn more$49 / month$49 / month
Tailored CopywritingNo any description$699$699

FMG Enterprise

Advisors are increasingly asking for marketing help. Our enterprise solution integrates with your technology, enables you to build your own content library, provides a value-add coaching opportunity and creates a compelling differentiator for your firm.

Popular Integrations

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