Enhanced collaboration extends FMG’s ‘Do It For Me’ answer to Osaic’s 11,000 monetary professionals
San Diego, CA – June 3, 2025 – FMG, a number one SaaS advertising and marketing platform for monetary advisors, at the moment introduced an expanded enterprise settlement with Osaic, one of many nation’s largest wealth administration companies. The partnership extends FMG’s position because the expertise engine behind MyCMO, Osaic’s flagship advisor advertising and marketing program, and launches ‘Do It For Me’ as a core providing for all advisors throughout Osaic’s impartial, W2, and institutional channels.
This milestone deepens FMG’s long-standing relationship with Osaic by delivering scalable, compliant advertising and marketing automation, customized concierge assist, and enterprise-level analytics to the greater than 11,000 monetary professionals within the Osaic community.
Elevating MyCMO with Customized Assist
“Our advisors have persistently requested for stronger advertising and marketing assist to assist them market extra successfully and persistently,” mentioned Eric Hansen, Senior Vice President of Advertising and marketing at Osaic. “In response, we partnered with FMG to launch the ‘Do It For Me’ answer, designed to ship customized, brand-aligned advertising and marketing at scale. FMG not solely powers our MyCMO platform and ‘Do It For Me’ providing but in addition enhances our total advertising and marketing technique by making execution simpler and extra impactful.”
As a part of this rollout, FMG’s ‘Do It For Me’ answer is now out there to all Osaic advisors at a reduced fee. Taking part advisors are paired with a devoted FMG concierge who helps them:
- Construct and execute a month-to-month content material calendar together with blogs, emails, social posts, movies, and occasion concepts
- Entry ready-to-use advertising and marketing content material and custom-written campaigns
- Tailor advertising and marketing to area of interest audiences and prospecting objectives
Enterprise Visibility and Measurable Influence
Osaic may also roll out FMG’s Enterprise Analytics dashboard to achieve firmwide visibility into advertising and marketing adoption, marketing campaign efficiency, and advisor engagement. The information-driven suggestions loop helps agency management monitor return on funding (ROI) and fine-tune future discipline assist efforts.
“We’re proud to broaden our partnership with Osaic, a agency that shares our perception that advertising and marketing is a core driver of progress. For enterprises seeking to scale advisor advertising and marketing assist, FMG delivers the infrastructure and repair mannequin to make that attainable,” mentioned Susan Theder, Chief Advertising and marketing and Expertise Officer at FMG. “Whether or not it’s serving to advisors keep high of thoughts with shoppers or giving companies a aggressive edge in recruiting, our platform is constructed to drive natural progress and elevate the advisor expertise throughout the board.”
About FMG:
FMG is the main all-in-one advertising and marketing platform that helps monetary advisors and insurance coverage professionals appeal to leads, keep linked with shoppers, and develop their companies. Acknowledged for market management and buyer satisfaction within the T3 Software program Survey from 2019 to 2024, FMG serves hundreds of advisors by way of enterprise partnerships, compliant content material automation, and AI-powered advertising and marketing options.
About Osaic:
Osaic, Inc. (“Osaic”), a portfolio firm of Reverence Capital Companions, is among the nation’s largest suppliers of wealth administration options, supporting roughly 11,000 monetary professionals. Osaic’s mission is to empower entrepreneurial advisors to construct thriving companies and fulfill their shoppers’ desires. Go to www.osaic.com to study extra.
Securities and funding advisory companies are supplied by way of the companies: Osaic Wealth, Inc. and Osaic Establishments, Inc., broker-dealers, registered funding advisers, and members of FINRA and SIPC. Securities are supplied by way of Osaic Companies, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory companies are supplied by way of Ladenburg Thalmann Asset Administration, Inc., and Osaic Advisory Companies, LLC., registered funding advisers. Advisory applications supplied by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Administration Corp., an affiliated registered funding adviser.
