Basic Website Setup – 30 Day Process

Self-Managed Compliance with No Pre-existing Website

Click to display tasks and timeline


Week 1


Week 2


Week 3


Week 4

FMG’s goal is to get you up and running with your Suite of marketing tools as quickly as possible. Your key step is in Week Two: Customize the FMG-provided starter copy on your site. Add your name, company name and city to the starter copy then submit the material to compliance. For more personalized content aligned with your unique message, be sure to ask your sales rep about FMG Suite’s Copywriting Service.

Week 1 – Create

Advisor Tasks

  • You send FMG your logo (.png or .jpg format preferred), headshots and other photos

FMG Suite Tasks

  • We create your website
    • We build your site structure
    • We add the FMG library of content
    • We add your logo, headshots or other photos you send us
    • We add starter copy to your site that’s designed to be customized
  • We send you log-in information for your FMG Suite Dashboard, including your website
  • We send you a link to our video tutorial on how to use your FMG Suite Dashboard
  • We purchase your domain and configure the settings

Week 2 – Connect

Advisor Tasks

  • You log-in to the FMG Suite Dashboard (
    • You customize the FMG-provided starter copy
    • You send your site to compliance
  • You watch the video tutorial on how to use your FMG Suite Dashboard
  • You connect your social media accounts to your FMG Suite account (if you ordered Social)
  • You upload list of your emails for video newsletter (if you ordered Video Newsletter)

Week 3 – Compliance

Advisor Tasks

  • You check the daily digest email for an alert that compliance has approved or requested changes to your site
    • If compliance has requested changes, you make changes or call FMG Suite (888.364.1260 OPT 1) for help
  • Once compliance has approved your site, call FMG Suite (888.364.1260 OPT 1) to get your site live

Week 4 – Launch

Advisor Tasks

  • You make any new changes to your site and submit any new material to compliance for approval


FMG Suite Tasks

  • We complete the domain transfer
  • We turn on your new FMG site. Congratulations!

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