Trusted vendor resources for your marketing needs

Marketing Vendor Resources

FMG Marketing

MyCMO

Execute all your marketing efforts in a scalable yet personal way via one convenient digital hub. Connect with clients and build deeper relationships with pre-approved emails, social posts, greeting cards, newsletters, turnkey event modules, and more. With an easy, built-in compliance workflow, you can send the right message to the right people at the right time with just a few clicks.

Contact Information
MyCMO
858-312-5546
MyCMO@fmgsuite.com

Premium Marketing

Flip a switch and save time with marketing automations

This upgraded offering provides automated social postings, and email automations including; Market updates, eNewsletters, birthdays and more!

“Do It For Me” Marketing

This program allows you to work with a dedicated “Do It For Me Concierge” who will execute all marketing on your behalf, including; timely emails, social posts, and blogs written by FMG marketing experts.

Broadridge Marketing

AdvisorStream

AdvisorStream's digital marketing platform streamlines your workflow by automating essential tasks, including social media posting and scheduling, weekly client newsletters, sourcing timely content from top publishers, developing lead-optimized landing pages, researching insights on client interests, and creating lead-nurturing emails to spark meetings.

With packages starting at just $25 per month, AdvisorStream offers a cost-effective way to enhance your marketing efforts. For account setup or login assistance, please reach out to Broadridge directly. If you need strategic guidance on integrating AdvisorStream into your marketing and growth plans, contact Osaic's Advisor Marketing team for support.

Contact Broadridge
877-761-7036
as_support@broadridge.com

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Osaic Print Shop, Powered by Deluxe

  • Business Essentials: Stand out with custom business cards and stationery.

  • Marketing Essentials: Browse fresh Osaic templates and personalize marketing collateral for your business.

  • Promotional Products: Order Osaic or print your logo on branded apparel, pens, mugs, etc.

  • Getting started with Osaic Print Shop, Powered by Deluxe, is easy.

  • For assistance, refer to the User Guide, watch this quick intro video, or contact the Deluxe support team.

Contact Information
Osaic Print Center, Powered by Deluxe Support
866-828-9905
OsaicSupport@deluxe.com

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Lead generation vendors

SmartAsset AMP

  • Target your client & AUM growth goals with a simple monthly subscription:

    • Concierge team dedicated to validated leads and live phone transfer intros to warm prospects

    • Automated follow-ups via SMS and email to help nurture prospects

    • Strategic coaching from a dedicated account manager

  • Get great leads here

Acquireup

  • Generating Prospects - Get more quality leads and keep your pipeline filled! 

    • Book more appointments and provide financial education with seminars.

    • Create a predictable and consistent growth strategy to drive net new assets.

    • Let AcquireUp do all the work. 

  • Get started with Acquireup

wealthfeed

WealthFeed

  • WealthFeed is an AI-powered prospecting platform that allows Financial Advisors to Discover money-in-motion new business opportunities taking place nationwide (or right in their local communities).

    On the WealthFeed platform, Advisors can identify prospects who just sold a business, are set to inherit money, sold insider shares, moved to a new state, changed jobs, and more.

    Advisors can also Monitor their prospects in real-time for any future money-in-motion events and Enrich their current database with up-to-date contact information, estimated net worth and income levels, property details, and other insightful data.

    Osaic Advisors receive 20% off annual subscription!

    Use promocode at checkout: OSAIC20

    Schedule a Demo Here: https://calendly.com/wealthfeed/demo

    Watch a Demo Here: Watch

  • Visit the Website

Marketing & Content Support Vendors

Vidyard

  • The Video Solution Built for Wealth Management

    Osaic is the first network of independent broker-dealer firms to bring Vidyard to financial professionals. Get all the power of one-to-one video, plus other strategic features to maximize how you use video.

    • Video analytics tells you who watched your videos and when. Follow up with the most engaged leads while you’re still top of mind.

    • Add a call to action directly to your video. Viewers can click through to your website, book a meeting, or send an email.

    • Build a seamless experience and generate trust in your personal brand

  • Sign Up Now

MasterMind Advisor


  • All-in-One Platform for Marketing Support, Quality Lead Generation, Nurturing & Booked Appointments.

    Mastermind Advisors platform will give you the tools, support and resources you need to succeed with your practice. Our all-encompassing marketing solutions cover every aspect of your front-end marketing needs.

    Note: All email content and landing pages available through MasterMind must be submitted through AdTrax and approved by advertising supervision prior to use.

  • Get started with MasterMind Advisor

Fresh Finance

  • Position Yourself as a Trusted Financial Expert

    Fresh Finance is a wealth industry marketing technology platform that simultaneously produces digital newsletters, social media posts, and content library articles for financial professionals to position themselves as industry experts. Our marketing tool are designed to create and send content that features your unique branding and helps educate clients on topics relevant to the financial services industry. Build trust, start conversations quickly, and connect with your clients and prospects!

    Get access to:

    Digital Newsletter Tool
    Social Media Tools/Articles
    Content Library Tool (500+ articles to use as is or edit)
    Print newsletter Tool
    And more!

  • Learn More About Fresh Finance

Website Vendors