Flexible pricing to meet all your needs
Most Popular Package
Do It For Me + Premium Website
If marketing feels like a lot of work,
let us help.
$1044
/month – $3,494 setup
- Dedicated Marketing Team
- Monthly Marketing Strategy
- Website, Blog Studio, Lead Gen
- Exclusive Do It For Me Content by our thought leaders
- Monthly Review Calls
Premium
$418
/month – $3,194 setup
- Omni-Channel Marketing
- Sequences
- Market Insights
- Lead Gen & Blogging
- Local Listings
Essential
$178
/month – $994 setup
- Modern Website
- Email, Social, Cards
- FMG Mobile
- Curator
- One-Click Compliance
- Content Library
What our clients are saying about us​





Find out which package is right for you
Compare plans
Marketing Suite | DIFM + Premium Website | Premium | Essential | |
---|---|---|---|---|
Custom Email Builder | Beautiful templates and timely content to enhance communications. Learn more | |||
Custom Social Media Builder | The ability to create, share and send your own social post via our dashboard. Learn more | |||
Presentations | Effectively organize an event by utilizing presentation kits with promotional materials, informative handouts, and clear presentation slides and scripts to engage your audience. | |||
Curator | The ability to use a AI Driven tool to further engage likes using content related to breaking news, market updates, evergreen content and so much more! Learn more | |||
Mobile App | Access to compliance-ready, personalized, and AI-driven content to share content across email and social media with a click of a button. Learn more | |||
Celebrations | Automated e-Holiday cards covering select major holidays as well as e-birthday cards to let your clients know you are thinking of them on their special day! Learn more | |||
Market Insights | Automated Monthly Market Insights Email with a captivating video highlighting the previous month and market trends as well as an optional weekly economic update that you can edit. Learn more | |||
eNewsletters | An automated monthly financial-related email and a bi-monthly automated retirement focused email. Learn more | |||
Social Foundations | Automated social posts for Facebook and LinkedIn covering a variety of lifestyle, evergreen and financial-related material. Learn more | |||
Referrals | Automated quarterly email campaign asking clients if they have changes in their financial situation or know of someone that could benefit from a discussion. | |||
Events | Omni-channel event promotion made easy. Learn more | |||
Greeting Cards | Personal notes and cards have never been easier. Learn more | $2.75 / card | $2.75 / card | $2.75 / card |
Content Calendar | Monthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month. | |||
Dedicated Team | A dedicated marketing specialist to execute the email, social and blog content. | |||
Exclusive Do It For Me Content | Exclusive content and images every month are developed by our thought leaders, who stay on top of marketing best practices and trending topics | |||
HNW-level and authentically content written by our executives | No any description | |||
3 SEO Optimized blogs/month | No any description | |||
Monthly Podcast script by ProudMouth | No any description | |||
YCharts Social Posts | No any description | |||
Quarterly event ideas and promotion support | No any description | |||
Monthly review of results | No any description | |||
Monthly marketing tips | No any description |
*For our Marketing Suite products, 1,000 is included with Essential and 2,000 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 25,000.
Website Suite Products | Premium | Essential | |
---|---|---|---|
Website | Library of pre-built sections, real-time previews, and compliance integrations enable you to create and customize your websites effortlessly. Learn more | ||
Design Experience & Process | No any description | ||
One-Click Compliance | Automatically submit content for review and approval as part of a streamlined workflow. Learn more | ||
Content | Premium | Essential | |
Insights & Analytics | View, analyze, and measure your impact to find out what’s working — anytime, anywhere. | ||
Blog Studio | Promote your blog across all channels with ease. Learn more | ||
Lead Studio | Engaging landing pages and lead magnets to get prospects to take action. Learn more | ||
Listings | Easily claim and edit your listings on Google, Facebook, Bing and more to help with SEO rankings. | ||
Add-On Accessibility Lock | Our automated, AI-powered web accessibility tool helps you deliver a superior website experience to every visitor, including differently-abled individuals. Learn more | $49 / month | $49 / month |
Tailored Copywriting | No any description | $699 | $699 |
Most Popular Package
Do It For Me
$895
/month – $499 setup
Everything in Premium, plus:
- Dedicated Marketing Team
- Monthly Marketing Strategy
- Social Media Prompts
- Exclusive Content by Our Marketing Thought Leaders
- Monthly Review
Premium
$269
/month – $199Â setup
Everything in Essential, plus:
- Market Insights
- Social Foundations
- Email & Social Sequences
- Email Automations (Market updates, eNewlsetters, birthdays and more)
- Events
- Referral Quarterly Email Campaign
- Automated Social Posting
Essential
$99
/month – $199Â setup
Essential Marketing
- Email, Social & Greeting Cards
- Mobile App
- Curator
- One-Click Compliance
What our clients are saying about us​





What our clients are saying about us​





Find out which package is right for you
Compare plans
Marketing Suite | DIFM + Premium Website | Premium | Essential | |
---|---|---|---|---|
Custom Email Builder | Beautiful templates and timely content to enhance communications. Learn more | |||
Custom Social Media Builder | The ability to create, share and send your own social post via our dashboard. Learn more | |||
Presentations | Effectively organize an event by utilizing presentation kits with promotional materials, informative handouts, and clear presentation slides and scripts to engage your audience. | |||
Curator | The ability to use a AI Driven tool to further engage likes using content related to breaking news, market updates, evergreen content and so much more! Learn more | |||
Mobile App | Access to compliance-ready, personalized, and AI-driven content to share content across email and social media with a click of a button. Learn more | |||
Celebrations | Automated e-Holiday cards covering select major holidays as well as e-birthday cards to let your clients know you are thinking of them on their special day! Learn more | |||
Market Insights | Automated Monthly Market Insights Email with a captivating video highlighting the previous month and market trends as well as an optional weekly economic update that you can edit. Learn more | |||
eNewsletters | An automated monthly financial-related email and a bi-monthly automated retirement focused email. Learn more | |||
Social Foundations | Automated social posts for Facebook and LinkedIn covering a variety of lifestyle, evergreen and financial-related material. Learn more | |||
Referrals | Automated quarterly email campaign asking clients if they have changes in their financial situation or know of someone that could benefit from a discussion. | |||
Events | Omni-channel event promotion made easy. Learn more | |||
Greeting Cards | Personal notes and cards have never been easier. Learn more | $2.75 / card | $2.75 / card | $2.75 / card |
Content Calendar | Monthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month. | |||
Dedicated Team | A dedicated marketing specialist to execute the email, social and blog content. | |||
Exclusive Do It For Me Content | Exclusive content and images every month are developed by our thought leaders, who stay on top of marketing best practices and trending topics | |||
HNW-level and authentically content written by our executives | No any description | |||
3 SEO Optimized blogs/month | No any description | |||
Monthly Podcast script by ProudMouth | No any description | |||
YCharts Social Posts | No any description | |||
Quarterly event ideas and promotion support | No any description | |||
Monthly review of results | No any description | |||
Monthly marketing tips | No any description |
*For our Marketing Suite products, 1,500 is included with Essential and 2,500 with Premium & Do It For Me. Additional contacts can be purchased with Premium & Do It For Me only, up to a max of 50,000.
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Most Popular Package
Do It For Me
$695
- Dedicated Team
- Keyword Strategy
- Custom SEO Content
- Link Building
- Monthly Review
Premium
$149
/month – $2,995 setup
- Blog Studio
- Lead Generation Tools
- Forms & Popups
- Premium Services
- Local Listings
Essential
$79
/month – $795 setup
- Modern Designs
- Visual Editor
- Essential Content
- SEO Tools
- One-Click Compliance
Do It For Me
$695
- Dedicated Team
- Keyword Strategy
- Custom SEO Content
- Link Building
- Monthly Review
Premium
$139
- Blog Studio
- Lead Generation Tools
- Forms & Popups
- Social Media
- Local Listings
Essential
$79
- Modern Designs
- Visual Editor
- Essential Content
- SEO Tools
- One-Click Compliance
What our clients are saying about us​





What our clients are saying about us​





Find out which package is right for you
Compare plans
Website Suite Products | Premium | Essential | |
---|---|---|---|
Website | Library of pre-built sections, real-time previews, and compliance integrations enable you to create and customize your websites effortlessly. Learn more | ||
Design Experience & Process | No any description | ||
One-Click Compliance | Automatically submit content for review and approval as part of a streamlined workflow. Learn more | ||
Content | Premium | Essential | |
Insights & Analytics | View, analyze, and measure your impact to find out what’s working — anytime, anywhere. | ||
Blog Studio | Promote your blog across all channels with ease. Learn more | ||
Lead Studio | Engaging landing pages and lead magnets to get prospects to take action. Learn more | ||
Listings | Easily claim and edit your listings on Google, Facebook, Bing and more to help with SEO rankings. | ||
Add-On Accessibility Lock | Our automated, AI-powered web accessibility tool helps you deliver a superior website experience to every visitor, including differently-abled individuals. Learn more | $49 / month | $49 / month |
Tailored Copywriting | No any description | $699 | $699 |








FMG Enterprise
