
MARKETING TEAM
FFGMARKETING@FFGADVISORS.COM

Marketing yourself and your practice is essential for a successful career.
FFG offers many tools from fundamental marketing materials, to prospecting and educational resources that can be used to promote your practice. This page is your gateway to exploring those marketing tools, materials and other valuable marketing resources in detail.
MARKETING SUPPORT COLLATERAL
Basic Branding Kit
View a SampleSocial Media Refresh
Your online presence is key to your future success. The first thing people will do when they meet you in a professional capacity is check you out online.
Customized Bio Sheet
We'll create a customized personal bio sheet to help leverage the unique aspects of your personality and practice, and highlights your areas of focus. Review approved bio templates.
Business Overwatch Resources
Business Overwatch provides for an integrated planning approach for individuals, families and business owners. Team approach with internal SME’s and external Strategic Alliances.
Branded One-Pagers & Client Collateral
This fact finder is an information gathering tool to be completed by your clients. It identifies important information necessary to formulate the basis for a sound financial strategy.
Approved Content Catalogs
Our approved content catalogs serve as a comprehensive and compliant communication resource. They are designed to support engagement, prospecting, education, and retention.
Basic Digital Presence
We have created branding pages that look like individual websites. They can be customized to the producer’s vertical markets. They have great functionality and some inbound marketing capabilities. All producers who have FMG Dashboards will link to their branding page for action.
Career Announcement Social Media Post & Email Campaigns
We'll help you create an email/video/social media post announcing their new position and why they chose FFG in an elegant and branded fashion.
Full In-House Website Support
Creating a new website – or refreshing the one you have – can sound like a daunting project. With our experience building websites for our advisors, we’ve continually evolved our process and design capabilities to take the heavy lifting off your plate. We'll help you choose from high-end themes and work with both our team and a designer to create the online home of your dreams.
FMG SUITE: Our All-in-One Marketing Platform
FMG makes it easy to market effectively. Everything you need – website, email, social media, blogs, events, video and printed cards – all in one place.
Communication is Everything
Increasing your client engagement comes down to more frequent, proactive communication. And one marketing channel doesn’t cut it; clients want regular touches from multiple channels. That’s where FMG comes in.
FMG does the Heavy Lifting with Automation
Developing and executing consistent marketing is critical to effective marketing, but who has time? FMG's features include:
- Personalized email and social tools, including automated social media posts and customizable newsletters.
- Comprehensive email and social metrics
- Event invitations, registration tools and tracking analytics.
- FMG Suite’s pre-built campaigns for automated marketing can save you time and keep your clients and prospects engaged.
- Automated Campaigns include, Birthday/Holiday newsletters, Market Update newsletters, Video of the Month and more.
Share relevant, organic and timely content
Showing that you are on top of current events, market news and relevant topics can boost your brand and give your clients confidence that you are on top of the situation, so they don’t have to be.
Organic and original email templates include: Appointment Reminders, First Meeting Checklist, Following Up After an Appointment, Ask for Referrals, and more!
Virtually Financial Webinar Series
To continue to help support in serving our clients and their families, FFG is partnering with industry specialists for a webinar series designed to help our clients navigate uncertain times. Shared as events on web, LinkedIn, Facebook and Zoom.
Mortgage Options Explained: Navigating Real Estate
Navigating today’s housing market takes more than just timing. It takes strategy. Join us on April 29 at 1 PM for our Virtually Financial webinar, featuring Penn Street Mortgage, as we break down what’s happening in today’s mortgage and housing landscape.
We'll unpack current rate trends, smart buyer strategies, and key planning considerations tailored to first-time homebuyers, move-up clients, second-home purchasers, and real estate investors alike.


Video Support
The videos we create are shared on our website, in firm social media. Individuals can share them on their own branding page, emails and in social media.
Internal Advisor Resource Hub
Internal resource center with best practice tutorials and resources to help new financial advisors market themselves and provide their clients and prospects with the information they need.





