Broker Check

ELEVATE 2.0
ASSIST SERVICES & PERSONAL COACHING
ALL IN ONE POWERFUL MARKETING SYSTEM

WHY CHOOSE ELEVATE?

ELEVATE 2.0

ELEVATE 2.0

Personal Virtual Marketing Assistant
As 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.

PLATINUM COACHING

PLATINUM COACHING

Personalized Coaching
Add 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 | Let Us Tackle Your To-Do List | FMG Suite

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.



HOW MUCH DOES ELEVATE COST?

$2,999 One-Time Setup

The initial setup consists of the following:

  • Elevate Exclusive Website $2,499 for Guardian
  • Copy-Writing $799 (optional add-on)

$595 Ongoing

The ongoing coaching and monthly assist programs include:

  • FMG Attract Website Level Tools 
  • Website Updates Assist
  • Social Post Assist
  • Email Creation Assist
  • Events Assist
  • Local Search
  • Automated Campaign Assist
  • Monthly Elevate Webinar
  • Quarterly Check Up


Marketing Coaching for Advisors | FMG Suite

 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.