Two Powerful Platforms,
One Seamless Integration

We have joined forces with the leading CRM for independent advisors, Redtail Technology to help
financial advisors accomplish more and see greater results in less time.

Watch how it works

Greater Results in Less Time

A marketing automation platform and a CRM work hand-in-hand to help you strategically target your ideal client base and maintain strong relationships with clients. The benefits of connecting your FMG Suite tools with Redtail’s Tailwag CRM version are huge.

Website Form Submissions

Automatically drop prospects who fill out forms on your website into your Redtail Tailwag to keep all of your leads in one organized place.

Contact Synchronization

Sync your contacts and manage your email and social campaigns with a few clicks of a button, ensuring you stay engaged and connected with your prospects and clients.

Features

Contact Synchronization

Sync your contacts and manage your email and social campaigns with a few clicks of a button, ensuring you stay engaged and connected with your prospects and clients.

Website Form Submissions

Automatically drop prospects who fill out forms on your website into your Redtail Tailwag to keep all of your leads in one organized place.

Automation at Your Fingertips

Utilizing these two platforms will allow you to easily step up your marketing efforts with FMG Suite automated campaigns.

Available on Redtail Tailwag Only

The FMG Suite is available on Redtail Tagwag version only. For more information on how to upgrade your account from Leapfrog to Tailwag contact Redtail directly.

Try FMG Suite for Free!

Take us for a test drive by signing up for a free 7-day trial. No credit card or downloads needed to get started. Try syncing your Redtail contacts in FMG Suite.

  • This field is for validation purposes and should be left unchanged.

Have a Question?

Check out our Redtail and FMG Suite integration frequently asked questions.

View FAQs

Still Have Questions?

Become a Marketing Master

Sign up for our marketing e-newsletter to receive marketing tips for financial professionals, including exclusive whitepapers, broadcast invites, and other content.

 
Privacy Policy

Get a Sample Email Campaign

The best way to experience FMG Suite Campaigns is to receive one the same way that your clients and prospects receive them — in your email inbox. Let us send you one today!

 
Privacy Policy

Get 1 Month Free

Receive your first month of our Monthly Market Insights campaign for free.

 
Privacy Policy
 
 

Experience The FMG Suite Difference!

Tell us a little about yourself and an expert will reach out to you and walk you through our award winning automated marketing platform.

 
Privacy Policy

How is Your Business Listed?

Check the consistency of your online business information with help from our listings scan.

Enter business information to scan below:

Business Name *
Street Address *
City *
State *
ZIP *
Phone *
Scan Now
 

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

Privacy Policy

Get Started with Copywriting

An expert will reach out right away to help you craft your content

 
Privacy Policy

Get Started with Custom Video

An expert will reach out right away to help you create your content

 
Privacy Policy

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

 
Privacy Policy

A Truly Free 7-Day Trial

No Credit Cards. No Downloads. No Commitments. No Strings Attached.

Sign up now and you’ll be up and running on our integrated and automated marketing platform in a matter of minutes.

  • This field is for validation purposes and should be left unchanged.
 

Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."


View Complete Sample
 

Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."


View Complete Sample
 

Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."


View Complete Sample
 
FMG Suite
FMG Suite