FMG Suite Powers Marketing Playbook for Avantax Wealth Management

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FMG Suite’s comprehensive marketing platform to support the growth strategies of its affiliated financial professionals

Avantax Marketing Playbook powered by FMG Suite

Avantax Marketing Playbook powered by FMG Suite

For Financial Professionals, it’s essential to deepen trust through consistent communication, especially during volatile market conditions like we’ve seen in 2020. FMG Suite created a powerful platform from which the Avantax Marketing Playbook will continue to grow.

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced that it has launched Marketing Playbook––an enterprise-level marketing solution for Avantax Wealth Management℠ financial professionals.

Marketing Playbook, powered by FMG Suite, consists of a suite of white-labeled tools that enable effective, multi-channel marketing via social media, email, direct mail, and text message; full access to the FMG Suite content library with built-in compliance handling for all communications; and a robust set of event marketing tools.

With Marketing Playbook, Avantax financial professionals can launch their own content marketing plans using FMG Suite’s professionally-written, FINRA-reviewed materials. Featuring a content library that spans a wealth of tax planning and other financial topics, Marketing Playbook also supports multiple communication modes to reach clients and prospects via their preferred digital and offline methods.

Integrating with Avantax Compliance streamlines the review process and automates archiving, making it easier for Avantax financial professionals to communicate consistently with clients and market effectively to prospects. With the included event tools, the Avantax users can easily and effectively promote upcoming events they host, including sending invites, collecting RSVPs, and managing pre- and post-event communications.

“For Financial Professionals, it’s essential to deepen trust through consistent communication, especially during volatile market conditions like we’ve seen in 2020,” said Nate Biddick, Vice President, Avantax Wealth Management Growth. “FMG Suite created a powerful platform from which the Avantax Marketing Playbook will continue to grow. We are pleased with the tools in our Marketing Playbook, powered by FMG Suite, and believe we are helping our very busy Financial Professionals by providing them with ready-to-use materials, many of which are turnkey in nature, so their firms can market to prospects while the Financial Professionals stay focused on current clients and growth-oriented strategies.”

“Despite recent events that have rocked our industry, we're proud to have partnered with Avantax to launch Marketing Playbook at a critical moment to help financial professionals communicate consistently with their clients and prospects,” said Scott White, CEO, FMG Suite. “FMG Suite's enterprise solution empowers Avantax with the necessary tools, educational articles, practice management advice, and timely content, including a series intended to help our clients respond to market volatility caused by the COVID-19 pandemic,” he added.

Learn more about Marketing Playbook for Avantax powered by FMG Suite.

About Avantax Wealth Management℠
Avantax Wealth Management℠ (which comprises the Wealth Management business of Blucora, Inc.) offers a tax-advantaged approach for comprehensive financial planning. Through its Tax-Smart approach, Avantax representatives help clients leverage taxes to create financial growth opportunities. Most financial companies treat taxes as an afterthought, or not at all, even though taxes are one of life’s most complex and costly expenses. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across our clients’ financial lifecycles to help enable better long-term outcomes.

Avantax Wealth Management℠ is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance AgencySM and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

About FMG Suite
FMG Suite powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients and grow their businesses. Rated first in market share and customer satisfaction in the 2019 and 2020 T3 Software Survey Report, FMG Suite helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics. FMG Suite is headquartered in San Diego, CA with satellite offices across the United States.

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Katherine Verducci
1903 PR
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