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: upload or sync up to 1,500 of your contacts.
  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. 
  

*Unique versions available for:

• LPL and LPLE (Prudential) Advisors (*You must have a valid LPL Rep ID to qualify for this)
• Farmers Financial Solutions Agents

 
PLUS the option to add events promotion and/or automated collections for $25-50 per month/each:
NOTE: Typically, 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.

Events*
$50 more per month

Create, promote and track RSVPs for your in-person seminars/events, webinars and client/networking events easily in one place, with access to presentations, event materials, guides and more to maximize your event results!
*With an FMG website, will promote via a page on your website and show events history, without one, will promote via 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)
  

Throughout the year:

• Holidays
  Let your clients and prospects know you're thinking of them all year long with professionally designed holiday emails, based on your holiday choices and religious preferences. 
  

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. 
  
  

Click here for pricing options.