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.
$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.
$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.
$178
/month – $994 setup
Compare Plans
| Marketing Suite | DIFM | Premium | Essential | |||||
|---|---|---|---|---|---|---|---|---|
| Custom Email Builder | Easily create stunning emails with videos, images, text, and call-to-action buttons—no coding needed. Learn more | |||||||
| Custom Social Media Builder | Share social media content from the library or custom builder to LinkedIn, Facebook and Instagram. Learn more | |||||||
| Greeting Cards | Personal notes and cards have never been easier. Learn more | |||||||
| Mobile App | Manage campaigns, approve content, and stay connected—from anywhere, right from your phone. Learn more | |||||||
| Event Promotions Toolkit | Omni-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) | ||||||||
| 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 | |||||||
| Client Nurturing | Automate consistent client communications such as breaking news, seasonal check-ins and financial education. (Email & Social Media) | |||||||
| Financial Know-How | Share diverse newsletters to enhance clients' financial literacy on topics like life insurance, college planning, business ownership, Medicare, and cybersecurity. (Email) | |||||||
| Life Stages Campaigns | Deliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email) | |||||||
| Market Insights | Provide 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 Integration | Easily 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 Social | Choose 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 Creation | Generate 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 Calendar | Monthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month. | |||||||
| Exclusive Thought Leader Content | Exclusive 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 Script | Get 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 Support | Get 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 Products | Premium | Essential | ||||
|---|---|---|---|---|---|---|
| Tools and Features | ||||||
| Intuitive Website Dashboard | Easily edit your website, manage content, and track activity—all from one simple interface. | |||||
| Mobile Optimized Design | Looks 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 Compliance | Submit content for compliance approval in just a few clicks—no separate portals required. | |||||
| AI-Powered Blog Creation | Generate blog drafts in seconds—tailored to your voice and built for compliance. | |||||
| Built-In Blogging Tools | Publish content that boosts SEO, educates visitors, and builds authority. Learn more | |||||
| Lead Capture Content and Tools | Capture and convert visitors with built-in forms, landing pages, and lead magnets. Learn more | |||||
| Content | No any description | Premium | Essential | |||
| Search Optimization Features | ||||||
| Automatic Sitemap & Clean URLs | Auto-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 Support | We manage the review process, dashboard training and push the site live once approved. | |||||
| Essential (Learn more) | ||||||
| Goal-Driven Website Themes | Choose from 6 optimized themes aligned with your business goals and target audience. | |||||
| Pre-written Copy | Our content is tailored to resonate with your audience while simplifying compliance. | |||||
| Quick Launch Timeline | With 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 Lock | Our 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​
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 – $199Â setup
Compare Plans
| Marketing Suite | DIFM | Premium | Essential | |||||
|---|---|---|---|---|---|---|---|---|
| Custom Email Builder | Easily create stunning emails with videos, images, text, and call-to-action buttons—no coding needed. Learn more | |||||||
| Custom Social Media Builder | Share social media content from the library or custom builder to LinkedIn, Facebook and Instagram. Learn more | |||||||
| Greeting Cards | Personal notes and cards have never been easier. Learn more | |||||||
| Mobile App | Manage campaigns, approve content, and stay connected—from anywhere, right from your phone. Learn more | |||||||
| Event Promotions Toolkit | Omni-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) | ||||||||
| 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 | |||||||
| Client Nurturing | Automate consistent client communications such as breaking news, seasonal check-ins and financial education. (Email & Social Media) | |||||||
| Financial Know-How | Share diverse newsletters to enhance clients' financial literacy on topics like life insurance, college planning, business ownership, Medicare, and cybersecurity. (Email) | |||||||
| Life Stages Campaigns | Deliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email) | |||||||
| Market Insights | Provide 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 Integration | Easily 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 Social | Choose 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 Creation | Generate 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 Calendar | Monthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month. | |||||||
| Exclusive Thought Leader Content | Exclusive 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 Script | Get 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 Support | Get 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​
What our clients are saying about us​
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 Products | Premium | Essential | ||||
|---|---|---|---|---|---|---|
| Tools and Features | ||||||
| Intuitive Website Dashboard | Easily edit your website, manage content, and track activity—all from one simple interface. | |||||
| Mobile Optimized Design | Looks 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 Compliance | Submit content for compliance approval in just a few clicks—no separate portals required. | |||||
| AI-Powered Blog Creation | Generate blog drafts in seconds—tailored to your voice and built for compliance. | |||||
| Built-In Blogging Tools | Publish content that boosts SEO, educates visitors, and builds authority. Learn more | |||||
| Lead Capture Content and Tools | Capture and convert visitors with built-in forms, landing pages, and lead magnets. Learn more | |||||
| Content | No any description | Premium | Essential | |||
| Search Optimization Features | ||||||
| Automatic Sitemap & Clean URLs | Auto-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 Support | We manage the review process, dashboard training and push the site live once approved. | |||||
| Essential (Learn more) | ||||||
| Goal-Driven Website Themes | Choose from 6 optimized themes aligned with your business goals and target audience. | |||||
| Pre-written Copy | Our content is tailored to resonate with your audience while simplifying compliance. | |||||
| Quick Launch Timeline | With 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 Lock | Our 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​
What our clients are saying about us​













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