World Trade Dr. Suite 200,
Personal Virtual Marketing AssistantAs a busy financial professional, you don’t always have time for marketing. With Elevate™, you gain a team of marketing assistants to execute everyday tasks for you while you run your business. Our team will handle everything needed to improve your online presence, boost your marketing, and reach new leads.
Personalized CoachingAdd Platinum Coaching to Elevate™ to gain direct access to marketing experts to help set strategy and manage long-range plans for your business. Whether you’re starting a new business, transitioning your existing practice, or revamping your marketing plan, Platinum Coaching is for you.
Elevate™ combines the best of FMG Suite, including a modern digital marketing hub, white-glove website build service, powerful marketing tools, engaging, compliant content, plus hands-on services to execute marketing tasks for you.
The initial setup consists of the following:
The ongoing coaching and monthly assist programs include:
Your Platinum Coach provides expert marketing guidance to help financial advisors set strategies and manage long-term plans. FMG Suite subscribers can now add Platinum Coaching for increased support and accountability.