Discover Equitable Advisors Marketing Suite
Marketing Suite Announcements & Communications
New User Onboarding
Frequently Asked Questions
FMG Knowledge Base & Help Articles
Key Resources
- Branding Resources:
- Field Bulletins:
- Processes & Workflows:
- Compliance
Need help?
We are here to assist you. Your options for help include:
Equitable Advisors: advisormartech@equitable.com
Dedicated FMG Equitable Support Service Team: 858.500.5479
Dedicated FMG Equitable Support Email: equitable@fmgsuite.com
Your Local Complex Marketing & Digital Team Members:
Not sure who’s in your region? View the complex map for more information.
Learn More About The Equitable Advisors Marketing Suite Platform
Communication is Everything
Build your brand, stay in touch with clients and grow your business—all from one tool.
Marketing your business doesn’t get any easier…
Connect with your clients, build deeper relationships and drive referrals
- Email, newsletters, greeting cards, event and social media content
- Engaging content such as videos, articles, infographics and presentations
- Automated campaigns allow for set-and-forget marketing capabilities
- Seamless integration with FMG’s turn-key, easy to update websites
- CRM integration with Salesforce
- Administrative professionals can work on your behalf through change user role (CUR)
Stay in Touch with a Library of Pre-Approved Content to Fuel your Marketing
Leverage the content library filled to the brim with authentic, timely emails, market commentaries, articles, infographics and videos to share via email, websites, and social sites. Use as-is or PPG users can personalize with edits that route through your compliance channels. New content is added frequently, so you can easily educate and engage with clients.
Email tools keep you connected
Your marketing tools help you customize, manage, and send messages that will reinforce your value to clients and remind them of your strong relationship. Choose from an extensive library of pre-approved, timely content that helps you connect more deeply with your clients and keep you top-of-mind for referral opportunities.
*Custom content is restricted to PPG, EVPs, DMs, and EXP Advisors ONLY
Social Media
Equitable Advisors Marketing Suite will include pre-approved content in the content library, as well as the ability to publish custom content directly within the platform.
Make more personal connections with events
Everything you need to plan virtual and in-person events and maximize attendance. Create a customized landing page, promote through email, social media, and print, and capture online registrations.
Stand out with personalized greeting cards
Automatically send printed greeting cards* for birthdays, holidays and other memorable occasions. Show clients they matter by remembering what’s important to them.
*Per card costs will apply
Save time with a one-click compliance workflow
Submitting emails*, social posts, or website updates is just a simple click within the dashboard to help you easily and quickly keep track of what’s pending and what’s approved to send.
*Custom content is restricted to PPG, EVPs, VPs, and EXP Advisors ONLY
Modern Professional Websites
Recognizing that your website is the face of your brand, we understand the importance of making a positive first impression. In just 50 milliseconds, visitors form an opinion about your site, so it’s crucial to make it count. With our expertise in building websites for financial professionals, we take on the heavy lifting, providing you with a modern and professional website that captures your brand’s essence.
With a user-friendly interface and real-time editing capabilities, customizing your website has never been easier. You can effortlessly replace images and text with your own, ensuring that your website reflects your unique brand. By editing in real-time, you can see exactly how your changes impact the overall look and feel of your site.
