Essential Marketing
"Do it Yourself" Marketing Tools and Content, for the bare minimum of what you need to start your marketing!
Best for advisors who have the free time to manage their own marketing.
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.
- Marketing Contact Management System: Contacts up to 1,500.
If you have/are striving to have for more contacts than this, you'll need to have Premium Marketing. - Compliance Integration: Available based on your Broker/Dealer.
- For LPL advisors only, click here for details on the additional LPL Research content and campaigns included. Add-ons below still apply.
PLUS the option to add on automated campaign collections for $25-50 per month/each:
(added to the base pricing. NOTE: If you're getting more than 2 add-ons, Premium Marketing is better pricing with them all!)
Click here and scroll to "Automated Campaigns" for samples.
Specific campaigns (Monthly Market Insights, Video of the Month, Referral and Social Foundation) will also help drive traffic to your FMG website. Without an FMG website, to a Branded Landing Page.
Celebrations
2 automated email campaigns
$50 more per month
Annually:
- Happy Birthday
Emails recipients on their birthday, and/or the option for a Birthday Greeting Card to be mailed for you ($2.75/greeting card)
Roughly 9 times per year:
- Holidays
9 holiday emails: New Years, Mothers Day, Memorial Day, Fathers Day, Independence Day, Labor Day, Veterans Day, Thanksgiving and Happy Holidays.
Client Nurturing
3 automated email campaigns, 1 social media automation
$50 more per month
Monthly:
- Chart of the Month NEW
Engage your clients with an insightful commentary on a thought-provoking chart, emailed monthly
Quarterly/Periodic:
- Seasonal Check-In & Referral Messages
Automate a seasonal check-in to learn if anything has changed in your clients' lives and insert a soft ask for referrals. - 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.
On the schedule you decide:
- Social Foundation
Automatically post content to social media and establish a consistent, foundational presence on LinkedIn and Facebook with automated, FINRA-reviewed posts.
Financial Know-How
7 automated email campaigns.
$50 more per month
Monthly:
- 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.
Quarterly:
- 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 Insurance Messages NEW
Send regular messages helping contacts understand the value of life insurance. - College Planning Newsletter NEW
Help parents, grandparents, and students develop a college finance strategy with a newsletter entitled "College Corner." - Business Owner Messages NEW
Send regular messages business owners with an emphasis on exit strategies and business health. - Medicare Newsletter NEW
Send clients enrollment reminders and important info with a newsletter entitled "Medicare Newsletter." - Cybersecurity & Scam Prevention Newsletter NEW
Protect your contacts from life-altering scams by providing tips and strategies in a newsletter entitled "Quarterly Scam Safeguard."
Market Insights
2 automated email campaigns, 1 that posts to social media monthly.
$50 more per month
Weekly
- Weekly Market Insights Newsletter
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 with a Quarterly version 4 times/year
- 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 fun theme and newsletter. Becomes a Quarterly version 4 times per year.
Life Stages
$25 more per month
- 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 (previously "Retirement Insights")
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.
Click here and scroll to "Automated Campaigns" for samples.