Content Library
FMG content with articles, videos, infographics and more to use for email, social media posts (to use right away or schedule out), download/print/send, and send greeting cards ($2.75/card sent for you) PLUS:
- Curator: a search engine within your suite that scours the Internet for articles on more lifestyle topics, and creates lists and suggestions based on your history.
- Premium content: event kits, presentations, invitations, niche marketing and more, only available with Premium and Do it For Me Marketing.
- If your main account is Do it For Me Marketing access to the "Exclusive Content" collection is also available, but self-managed.
(Marketing Specialist to say "do it for me" is NOT included without their own full subscription)
- Marketing Contact Management System: Contacts up to 2,500 with the ability to add more for $10 per month/per 2,500.
- Compliance Integration: Available based on your Broker/Dealer.
Choice of 20 "Set it and Forget it" Automated Campaigns
All campaigns are branded for the individual advisor, and all, except the birthday email, will drive traffic to a Branded Landing Page.
Click here for Automated Campaign samples
Celebrations:
Happy Birthday
Send a cheerful, unique greeting on each contact’s date of birth, wishing them a happy day. These emails are sent at 6:00 AM PST on the recipient's special day.
Happy Birthday Greeting Card
Leverage the power of snail mail to make your contacts feel special on their birthday! We process, print, and send cards 8 days before the contact's birthday to ensure postal delivery. NOTE: specific card designs cannot be selected within this campaign; for personalized selections, consider sending a card manually. You'll pay $2.75 per card, or $2.25 per card when we send more than 20 within a month for you.
Holiday Greetings
Let your clients and prospects know you're thinking of them all year long with professionally designed greetings sent on New Year's Day, Mother's Day, Memorial Day, Father's Day, Independence Day, Labor Day, Veterans Day, Thanksgiving, and Christmas/Holiday Season. COMING SOON: You'll be able to pick and choose the specific holidays you want to send and to who!
Then Choose Your Campaign Frequency and Targets:
WEEKLY:
Weekly Market Insights Newsletter NEW
Show your clients that you're on top of the markets with a well-rounded weekly commentary along with fun content such as a riddle of the week and tax tips.
MONTHLY AND SOCIAL MEDIA:
Monthly Market Insights
Email and social media post, with a video and newsletter highlighting what happened in the market the prior month with a monthly theme and newsletter. Becomes a Quarterly version 4 times per year. Drives traffic to your FMG website or a branded landing page without.
Video Of The Month
Keep in touch with an informative video on a financial topic that simplifies the complex, entertains and educates clients, and establishes you as a knowledgeable guide. Drives traffic to your FMG website or a branded landing page without.
Chart Of The Month NEW
Engages your clients with an insightful commentary on a thought-provoking chart.
Social Foundation- Automated Social Media Posts
"Set it and forget it" with automated social media posts on a variety of topics you can shuffle to establish a consistent, foundational presence on LinkedIn and Facebook with FINRA-reviewed posts. Posts will drive traffic to your FMG website or a branded landing page without.
QUARTERLY + TARGETED EMAIL CAMPAIGNS:
Referral /Seasonal Check in
This campaign sends quarterly emails to your clients to see if anything has changed in their situation (increase share of wallet) and gently plant referral seeds to help proactively grow your business!
Business Owner Messages NEW
Send regular messages to business owners with an emphasis on exit strategies and business health.
College Planning Newsletter NEW
Help parents, grandparents, and students develop a college finance strategy with a newsletter entitled "College Corner".
Cybersecurity & Scam Prevention Newsletter NEW
Protect your contacts from life-altering scams by providing tips and strategies in a newsletter entitled "Quarterly Scam Safeguard".
Life Insurance Messages NEW
Send regular messages helping contacts understand the value of life insurance.
Medicare Newsletter NEW
Send clients enrollment reminders and important info with a newsletter entitled "Medicare Newsletter".
Social Security Newsletter NEW
Help contacts understand the role that Social Security plays in their long-term financial strategy with a newsletter entitled "Social Security & You".
LIFE STAGES (Sent Quarterly):
Ages 20-39 Newsletter NEW
Coach and nurture contacts in the first chapters of adulthood, career-building, and family with a newsletter entitled "Prosperity Pathways."
Ages 40-54 Newsletter NEW
Coach contacts in the peak of their professional and wealth-building years with a newsletter entitled "Building Wealth."
Ages 55-65 Newsletter NEW
Inform pre-retirees of the financial and lifestyle changes on the horizon with a newsletter entitled "Retirement Insights."
Ages 66+ Messages NEW
Send messages to contacts and provide tips for a healthy and successful retirement life.
PERIODICALLY THROUGH THE YEAR:
Breaking Financial News Messages* NEW
Connect with your clients to settle nerves after national news events such as a sharp market drop or bank failure.
*Sends 2-3 times per year, based on events.
Access to the FMG Mobile App
While you're out and about, use the FMG App to easily email and post timely content to social media using and use ChatGPT to create captions when you can't think of what to say!
