Discover FMG, a multichannel digital marketing platform that allows you to execute all your marketing efforts in a scalable yet personal way from one convenient hub.
Communication is Everything
Build your brand, stay in touch with clients and grow your business—all from one tool.
Marketing your business doesn’t get any easier…
Connect with your clients, build deeper relationships and drive referrals
- Email, newsletters, 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
- CRM integration with Redtail, Wealthbox, and SmartOffice/Ebix
Package Options
Stay in touch with a library of pre-approved content
Leverage the content library filled to the brim with authentic, timely emails and social posts, market commentaries, articles, infographics and videos to share via email or social media. Use as-is or personalize with edits that route through your compliance channels. 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
Your marketing tools help 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 and Facebook with ready-to-post social media content. Plus, take advantage of the scheduler tool to build custom posts and save time by scheduling them in advance.
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.
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.
Save time with a built-in compliance workflow
Submitting emails and social posts is just a simple click within the dashboard to help you easily and quickly keep track of what’s pending and what’s approved to send
We can do even more to help your marketing!
Learn about popular features and functionality you can add to your marketing package to customize it to your needs and take your marketing to the next level. Simply upgrade your marketing package with extra automation, content, and more.
Want to learn more?
Sign up today and learn how to best leverage these tools to optimize your marketing.
