Grow Your Business with MyCMO
Powered by FMG
Discover MyCMO, a multichannel digital marketing platform that allows you to execute all your marketing efforts in a scalable yet personal way from one convenient hub.
With MyCMO, you can send the right message to the right people at the right time with just a few clicks!
Connect with your clients, build deeper relationships and drive referrals
- Email, newsletter, greeting card, event and social media tools
- Engaging content such as videos, articles, infographics and presentations
- Automated campaigns allow for set-and-forget marketing capabilities
- Seamless integration with FMG's turn-key, easy to update websites
- CRM integration with Redtail and Wealthbox. Infinet is coming soon.
New! “Do It For Me” Marketing Support— Now Available to All Osaic Institutions Financial Professionals
Save time and stay top-of-mind with expert-crafted, consistently delivered content—executed for you.
- Monthly check-ins with your dedicated Concierge
- Curated content calendar with exclusive emails, social posts, and blogs
- Timely, authentic content from FMG experts
- Access to high-performing, DIFM-only campaigns
- Proactive market updates, ready to send
- We handle execution—personalized for your goals
Discover how MyCMO is making a difference for financial professionals
Stay in touch with a library of pre-approved content
MyCMO includes an extensive library of videos, infographics and articles to add to your website or share via email and social media. Plus, you have access to AI-powered content to enhance your personal brand. New content is added monthly, so you can easily educate and engage with investors.
Email tools keep you connected
MyCMO helps you customize, manage, and send messages that will reinforce your value to clients and remind them of your strong relationship. Write and send custom emails, or use our pre-written timely content that helps you connect more deeply with your clients and keep you top-of-mind for referral opportunities.
Grow your network with social media
Establish a consistent presence on LinkedIn, Facebook, and Instagram with ready-to-post social media content. Plus, take advantage of the scheduler tool to build your own custom posts and save time by scheduling them in advance.
Make more personal connections with events
Everything you need to plan virtual and in-person events and maximize attendance. Create a customized landing page, promote through email, social media, and print, and capture online RSVPs.
Stand out with personalized greeting cards
Automatically send printed greeting cards for birthdays, holidays and other memorable occasions. Show clients they matter by remembering what’s important to them.
Save time with a built-in compliance workflow
Take the headache out of submitting content for compliance approval. Submitting emails, social posts or website updates is just a simple click within the dashboard to help you easily keep track of what’s pending and what’s approved to send.
Take your marketing to the next level with premium smart automations
Upgrade to our premium marketing tools and unlock the power of automation—designed to save you time and keep your outreach consistent. From pre-built campaigns and client birthday greetings to timely newsletters and social posts, our automations run in the background so you can focus on what matters most.
A modern website is the perfect compliment to your marketing tools
Your website is often the first impression a prospect has of your business—and a modern, professional site builds trust from the start. When paired with powerful marketing tools like email, social, and blogs, your website becomes the hub that brings it all together. It gives clients and prospects a place to engage with your content, learn about your services, and take action. With built-in lead capture, SEO support, and compliance-friendly design, a modern website doesn’t just look good—it works hard for your business.Want to learn more?
Sign up for MyCMO today and learn how to best leverage these tools to optimize your marketing.
