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.
$1044
/month – $3,494 setup
- Dedicated Marketing Team
- Monthly Marketing Strategy
- Website, Blog Studio, Lead Gen
- Exclusive Do It For Me Content by our thought leaders
- Monthly Review Calls
Premium
$418
/month – $3,194 setup
- Omni-Channel Marketing
- Sequences
- Market Insights
- Lead Gen & Blogging
- Local Listings
Essential
$178
/month – $994 setup
- Modern Website
- Email, Social, Cards
- FMG Mobile
- Curator
- One-Click Compliance
- Content Library
What our clients are saying about us​







Find out which package is right for you
Compare plans
Marketing Suite | DIFM | Premium | Essential | |
---|---|---|---|---|
Custom Email Builder | Beautiful templates and timely content to enhance communications. Learn more | |||
Custom Social Media Builder | The ability to create, share and send your own social post via our dashboard. Learn more | |||
Presentations | Effectively organize an event by utilizing presentation kits with promotional materials, informative handouts, and clear presentation slides and scripts to engage your audience. | |||
Curator | The 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 App | Access to compliance-ready, personalized, and AI-driven content to share content across email and social media with a click of a button. Learn more | |||
Celebrations | Automated 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 | $50 | ||
Client Nurturing | Automate consistent client communications such as breaking news, seasonal check-ins and financial education. (Email & Social Media) | $50 | ||
Financial Know-How | Share diverse newsletters to enhance clients' financial literacy on topics like life insurance, college planning, business ownership, Medicare, and cybersecurity. (Email) | $50 | ||
Life Stages Campaigns | Deliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email) | $50 | ||
Market Insights | Provide timely updates and analysis on market trends to keep clients informed and showcase expertise. (Email & Social Media) | $50 | ||
Events | Omni-channel event promotion made easy. Learn more | $50 | ||
Greeting Cards | Personal notes and cards have never been easier. Learn more | $2.75 / card | $2.75 / card | $2.75 / card |
AI-Powered Content Creation | Generate email, blog, and social drafts in seconds—tailored to your voice and built for compliance | |||
Compliance-First Drafting | AI-guided first drafts follow FINRA-friendly frameworks to reduce back-and-forth. | |||
Content Calendar | Monthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month. | |||
Dedicated Team | A dedicated marketing specialist to execute the email, social and blog content. | |||
Exclusive Do It For Me Content | Exclusive 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 executives | No any description | |||
2 SEO Optimized blogs/month | No any description | |||
Monthly Podcast script by ProudMouth | No any description | |||
YCharts Social Posts | No any description | |||
Quarterly event ideas and promotion support | No any description | |||
Monthly review of results | No any description | |||
Monthly marketing tips | No any description |
*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 Products | Premium | Essential | |
---|---|---|---|
Website | Library of pre-built sections, real-time previews, and compliance integrations enable you to create and customize your websites effortlessly. Learn more | ||
Design Experience & Process | Choose from two design processes Essential or Premium to pick the right one for you. | ||
One-Click Compliance | Automatically submit content for review and approval as part of a streamlined workflow. Learn more | ||
Content | No any description | Premium | Essential |
Insights & Analytics | View, analyze, and measure your impact to find out what’s working — anytime, anywhere. | ||
Blog Studio | Promote your blog across all channels with ease. Learn more | ||
Lead Studio | Engaging landing pages and lead magnets to get prospects to take action. Learn more | ||
Local Listings | Easily claim and edit your listings on Google, Facebook, Bing and more to help with SEO rankings. | ||
Add-On Accessibility Lock | Our 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 Copywriting | No any description | $699 | $699 |
Most Popular Package
Do It For Me
A Concierge Marketing Service—Executed for You.
Starting at
$895
/month – $499 setup
Everything in Premium, plus:
- Dedicated Concierge
- Monthly Strategy Calls
- Exclusive Thought Leader Content
- Timely News-Based Emails & Posts
- Curated Lifestyle + Financial Calendar
- Optional Niche & Targeted Campaigns
Premium
More Automation. Smarter Content. Better Engagement.
Starting at
$269
/month – $199Â setup
Everything in Essential, plus:
- 30+ Automated Campaigns
- Lead-Nurturing Sequences
- Automated Social Posting
- Event Promotion Tools
- AI Content Creation with Compliance Checks
Essential
Quick, Compliant Marketing Made Easy.
Starting at
$99
/month – $199Â setup
Essential Marketing
- Email, Social & Greeting Cards
- Mobile App for On-the-Go Access
- Curator for Timely Content Sharing
- One-Click Compliance Workflow
What our clients are saying about us​







What our clients are saying about us​







Find out which package is right for you
Compare plans
Marketing Suite | DIFM | Premium | Essential | |
---|---|---|---|---|
Custom Email Builder | Beautiful templates and timely content to enhance communications. Learn more | |||
Custom Social Media Builder | The ability to create, share and send your own social post via our dashboard. Learn more | |||
Presentations | Effectively organize an event by utilizing presentation kits with promotional materials, informative handouts, and clear presentation slides and scripts to engage your audience. | |||
Curator | The 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 App | Access to compliance-ready, personalized, and AI-driven content to share content across email and social media with a click of a button. Learn more | |||
Celebrations | Automated 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 | $50 | ||
Client Nurturing | Automate consistent client communications such as breaking news, seasonal check-ins and financial education. (Email & Social Media) | $50 | ||
Financial Know-How | Share diverse newsletters to enhance clients' financial literacy on topics like life insurance, college planning, business ownership, Medicare, and cybersecurity. (Email) | $50 | ||
Life Stages Campaigns | Deliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email) | $50 | ||
Market Insights | Provide timely updates and analysis on market trends to keep clients informed and showcase expertise. (Email & Social Media) | $50 | ||
Events | Omni-channel event promotion made easy. Learn more | $50 | ||
Greeting Cards | Personal notes and cards have never been easier. Learn more | $2.75 / card | $2.75 / card | $2.75 / card |
AI-Powered Content Creation | Generate email, blog, and social drafts in seconds—tailored to your voice and built for compliance | |||
Compliance-First Drafting | AI-guided first drafts follow FINRA-friendly frameworks to reduce back-and-forth. | |||
Content Calendar | Monthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month. | |||
Dedicated Team | A dedicated marketing specialist to execute the email, social and blog content. | |||
Exclusive Do It For Me Content | Exclusive 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 executives | No any description | |||
2 SEO Optimized blogs/month | No any description | |||
Monthly Podcast script by ProudMouth | No any description | |||
YCharts Social Posts | No any description | |||
Quarterly event ideas and promotion support | No any description | |||
Monthly review of results | No any description | |||
Monthly marketing tips | No 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.
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Most Popular Package
Do It For Me
$695
- Dedicated Team
- Keyword Strategy
- Custom SEO Content
- Link Building
- Monthly Review
Premium
$149
/month – $2,995 setup
- Blog Studio
- Lead Generation Tools
- Forms & Popups
- Premium Services
- Local Listings
Essential
$79
/month – $795 setup
- Modern Designs
- Visual Editor
- Essential Content
- SEO Tools
- One-Click Compliance
Do It For Me
$695
- Dedicated Team
- Keyword Strategy
- Custom SEO Content
- Link Building
- Monthly Review
Premium
$139
- Blog Studio
- Lead Generation Tools
- Forms & Popups
- Social Media
- Local Listings
Essential
$79
- Modern Designs
- Visual Editor
- Essential Content
- SEO Tools
- One-Click Compliance
What our clients are saying about us​







What our clients are saying about us​







Find out which package is right for you
Compare plans
Website Suite Products | Premium | Essential | |
---|---|---|---|
Website | Library of pre-built sections, real-time previews, and compliance integrations enable you to create and customize your websites effortlessly. Learn more | ||
Design Experience & Process | Choose from two design processes Essential or Premium to pick the right one for you. | ||
One-Click Compliance | Automatically submit content for review and approval as part of a streamlined workflow. Learn more | ||
Content | No any description | Premium | Essential |
Insights & Analytics | View, analyze, and measure your impact to find out what’s working — anytime, anywhere. | ||
Blog Studio | Promote your blog across all channels with ease. Learn more | ||
Lead Studio | Engaging landing pages and lead magnets to get prospects to take action. Learn more | ||
Local Listings | Easily claim and edit your listings on Google, Facebook, Bing and more to help with SEO rankings. | ||
Add-On Accessibility Lock | Our 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 Copywriting | No any description | $699 | $699 |













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