Broker Check

Essential Marketing

$99 per month* + optional add-ons for $49 each
$199 Setup

*Ask me about discounts through your Broker/Dealer or Affiliations then pair with an FMG website for your total monthly!

"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 Intregration: Available based on your Broker/Dealer. 

PLUS the option to add on automated campaigns/tools for $49 per month/each:
Click here and scroll to "Automated Campaigns" for samples. 

All campaigns, except the birthday email, will help drive traffic to your FMG website.
Without an FMG website, to a Branded Landing Page.

  • Newsletters (2 automated campaigns):

                 1) Video of the Month
                     Email a monthly educational video on a variety of financially related topics.

                 2) Retirement Insights 
                     Newsletter emailed 6 times/year, with content for pre-retirees/retirees plus fun content like a brain teaser!

  • Celebrations (2 automated campaigns)

                 1) 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)

                 2) Holidays
                     9 holiday emails: New Years, Mothers Day, Memorial Day, Fathers Day, Independence Day, Labor Day, Veterans Day,                                 Thanksgiving and Happy Holidays.

  • 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.

  • Social Foundation- Automated Social Media Posts
    Posts educational content, automatically to Facebook and LinkedIn.

  • Referral
    Email quarterly to remind clients to refer you, with a form!

  • Events
    Create and promote in-person/virtual events in minutes using content, presentations, eBooks and more, with an events page for registrations. to promote 

See Additional Marketing Options Here

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