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 platform for monetary advisors, at this time introduced an expanded enterprise settlement with Osaic, one of many nation’s largest wealth administration companies. The partnership extends FMG’s function because the expertise engine behind MyCMO, Osaic’s flagship advisor advertising 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 automation, personalised 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 constantly requested for stronger advertising assist to assist them market extra successfully and constantly,” mentioned Eric Hansen, Senior Vice President of Advertising at Osaic. “In response, we partnered with FMG to launch the ‘Do It For Me’ answer, designed to ship personalised, brand-aligned advertising at scale. FMG not solely powers our MyCMO platform and ‘Do It For Me’ providing but in addition enhances our general advertising technique by making execution simpler and extra impactful.”
As a part of this rollout, FMG’s ‘Do It For Me’ answer is now accessible 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 content material and custom-written campaigns
- Tailor advertising to area of interest audiences and prospecting targets
Enterprise Visibility and Measurable Impression
Osaic can even roll out FMG’s Enterprise Analytics dashboard to realize firmwide visibility into advertising adoption, marketing campaign efficiency, and advisor engagement. The info-driven suggestions loop helps agency management observe return on funding (ROI) and fine-tune future subject assist efforts.
“We’re proud to broaden our partnership with Osaic, a agency that shares our perception that advertising is a core driver of development. For enterprises seeking to scale advisor advertising assist, FMG delivers the infrastructure and repair mannequin to make that attainable,” mentioned Susan Theder, Chief Advertising and Expertise Officer at FMG. “Whether or not it’s serving to advisors keep prime of thoughts with purchasers or giving companies a aggressive edge in recruiting, our platform is constructed to drive natural development and elevate the advisor expertise throughout the board.”
About FMG:
FMG is the main all-in-one advertising platform that helps monetary advisors and insurance coverage professionals appeal to leads, keep related with purchasers, 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 via enterprise partnerships, compliant content material automation, and AI-powered advertising options.
About Osaic:
Osaic, Inc. (“Osaic”), a portfolio firm of Reverence Capital Companions, is likely one of 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 purchasers’ goals. Go to www.osaic.com to study extra.
Securities and funding advisory providers are supplied via the companies: Osaic Wealth, Inc. and Osaic Establishments, Inc., broker-dealers, registered funding advisers, and members of FINRA and SIPC. Securities are supplied via Osaic Providers, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory providers are supplied via Ladenburg Thalmann Asset Administration, Inc., and Osaic Advisory Providers, LLC., registered funding advisers. Advisory packages supplied by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Administration Corp., an affiliated registered funding adviser.
