Choose Your Exclusive Waddell & Reed Marketing Package

Our Bronze, Silver, and Gold packages allow you to decide how quickly you want to grow your business.

Your website is just the beginning.

Powerful Websites

The beating heart of powerful marketing is a great website. FMG Suite websites are modern and professional, and will make you look fantastic to your clients and prospects.

Top-Notch Content

More than just a pretty face, Bronze, Silver, and Gold packages come loaded with videos, infographics, and articles hand-crafted with your audience in mind.

Automated Tools

Send the right content, to the right people, at the right time. Nurture clients, generate leads, and grow your business with automated marketing that never sleeps.

Exclusive Suites

How fast do you want to grow your business? Whether you want to boost your image or attract new prospects, we have a plan for you.

Bronze Website Suite
$70 /MO
normally $79

Establish yourself as a trusted financial guide with a beautiful, flexible, mobile responsive website brimming with content.

Silver Website Suite
$120 /MO
normally $239

Kick it up a notch with social marketing tools and automated campaigns that help you connect with clients.

Gold Website Suite
$155 /MO
normally $329

Build your business and generate leads and referrals with this comprehensive solution.


Ready to Get Started?

Connect with a marketing specialist today. Call us at

(858) 251.2420

Wadell & Reed Unique Themes

Make your website shine with strategic themes designed to tell a story.

Financial Planning Theme

Focused on advisor’s Financial Planning strategy and expertise.


Community/Family Values

Focused on community, client relationships and core values.


Niche Market/Specific Service Theme

Focused on advisor’s Financial Planning strategy and expertise.


Select your website design service

Choose from our Concierge, or Exclusive design services.





Bronze Website Suite

The Bronze Suite includes the FMG Suite Event Manager, which helps you create and promote your next successful event across digital and print channels.

Silver Website Suite

The Silver Suite includes the Monthly Market Insights Campaign. Show your network that you’re up-to-date with the markets. Your clients will automatically receive a brief monthly market commentary video featuring last month’s market performance and a glance at the month ahead.

Gold Website Suite

The Gold Suite includes our ebooks and quizzes. Generate more leads by adding a quiz or ebook section anywhere on your website. Visitors get a fun, informative experience, and you get their contact info to follow up.

Have Questions But Don’t Have Time to Talk?

No problem! We’ll call you.

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Start Building Your Suite Today

(858) 251.2420

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Experience The FMG Suite Difference!

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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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