An All-in-One Marketing Suite for Summit Brokerage Advisors

Let’s build your business together.

What Does All-in-One Marketing
Mean For You?

Using the Summit Brokerage Digital Marketing Program powered by FMG Suite, you get:

More Time

FMG Suite is one suite, one login, and one simple solution for all of your marketing. Our remarkable content and elegant technology give you more time to do the things you love.

More Clients 

Reach your ideal clients and connect with prospects at the right time, with the right campaign, and on the right platforms through our multi-channel approach.

More Support

Our 6-month marketing checkup and 2-year homepage refresh assure you always have a cutting-edge strategy, modern website design, and stellar support.

Get Started Today

Beautiful Websites Plus
Automated Marketing Campaigns

Turn-key websites to brand and build your online presence.

Award-winning content added every month to your website.

Automated email and social media campaigns that drive traffic back to your website.

The Summit Brokerage Digital Marketing Program provides tools you won’t find anywhere else

  • A fully integrated marketing system with automated email and social media campaigns that drive traffic back to your website
  • An award-winning FINRA-reviewed library of more than 400 regularly updated videos, articles, infographics, presentations, and calculators
  • Free white glove transfer
  • Redtail Tailwag integration
  • Stellar customer service representatives to assist you with your marketing efforts
  • Ongoing marketing tips through live broadcasts, videos, how-to articles, and more

Summit Brokerage Special Pricing

STANDOUT
$149 /MO
Standout From the Crowd

Get a beautiful website preloaded with award winning content and some tools to drive traffic back to your website.

CONNECT
$209 /MO
Connect With Your Network

In addition to a great website, add marketing campaigns that turn your clients into raving fans.

ATTRACT
$289 /MO
Attract New Clients

Take your website and campaigns a step further with lead generation tools that draw in new prospects and grow your business.

Website Design Services

Choose from our Express, Concierge, or Exclusive design services.

Express
$300

Is Express right for me?
 

Concierge
$900

Is Concierge right for me?
 

Exclusive
$1950

Is Exclusive right for me?
 

Get Started by Calling Today

(858) 251.2420

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.

 
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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!

 
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Get 1 Month Free

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

 
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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.

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

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

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Get Started with Copywriting

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

 
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Get Started with Custom Video

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

 
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Let's Build Your Suite

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

 
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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.

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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..."


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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..."


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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..."


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