FMG (a leading SaaS marketing platform for financial advisors) announced an expanded enterprise agreement with Osaic (one of the nation’s largest wealth management firms). This partnership extends FMG’s role as the technology engine behind MyCMO, Osaic’s flagship advisor marketing program, and launches Do It For Me as a core offering for all advisors across Osaic’s independent, W2, and institutional channels.
This milestone also deepens FMG’s long-standing relationship with Osaic by delivering scalable, compliant marketing automation, personalized concierge support, and enterprise-level analytics to the more than 11,000 financial professionals in the Osaic network.
In connection with this rollout, FMG’s ‘Do It For Me’ solution is now available to all Osaic advisors at a discounted rate. Participating advisors are paired with a dedicated FMG concierge who helps them:
1.) Build and execute a monthly content calendar including blogs, emails, social posts, videos, and event ideas
2.) Access ready-to-use marketing content and custom-written campaigns
3.) Tailor marketing to niche audiences and prospecting goals
4.) Enterprise Visibility and Measurable Impact
Osaic will also roll out FMG’s Enterprise Analytics dashboard, providing firmwide visibility into marketing adoption, campaign performance, and advisor engagement. And the data-driven feedback loop helps firm leadership track return on investment (ROI) and fine-tune future field support efforts.
KEY QUOTES:
“Our advisors have consistently asked for stronger marketing support to help them market more effectively and consistently. In response, we partnered with FMG to launch the ‘Do It For Me’ solution, designed to deliver personalized, brand-aligned marketing at scale. FMG not only powers our MyCMO platform and ‘Do It For Me’ offering but also enhances our overall marketing strategy by making execution easier and more impactful.”
Eric Hansen, Senior Vice President of Marketing at Osaic
“We’re proud to expand our partnership with Osaic, a firm that shares our belief that marketing is a core driver of growth. For enterprises looking to scale advisor marketing support, FMG delivers the infrastructure and service model to make that possible. Whether it’s helping advisors stay top of mind with clients or giving firms a competitive edge in recruiting, our platform is built to drive organic growth and elevate the advisor experience across the board.”
Susan Theder, Chief Marketing and Experience Officer at FMG
