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Grow Your Business with MyCMO

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Discover MyCMO, a multichannel digital marketing platform that allows you to execute all your marketing efforts in a scalable yet personal way from one convenient hub.

MyCMO

Easy-to-use email and social tools to get your voice out in no time.

Complimentary

Get MyCMO

MyCMO

  • Email, Social & Greeting Cards
  • Mobile App
  • Curator
  • One-Click Compliance

Premium

Flip a switch and ratchet up your game with marketing automations.

Please contact Osaic
Marketing for pre-approval.

Get a Demo

Everything in MyCMO, plus:

  • Market Insights
  • Social Foundations
  • Email & Social Sequences
  • Email Automations (Market updates, eNewlsetters, birthdays and more)
  • Events
  • Referral Quarterly Email Campaign
  • Automated Social Posting

Do It For Me

A concierge marketing service where we take care of everything.

Please contact Osaic
Marketing for pre-approval.

Get a Demo

Everything in Premium, plus:

  • Dedicated Marketing Team
  • Monthly Marketing Strategy
  • Social Media Prompts
  • Exclusive Content by Our Marketing Thought Leaders
  • Monthly Review

What our clients are saying about us​

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I believe that great businesses do things differently than ‘good’ businesses. I can confidently state that MyCMO can transform your business into a GREAT ONE! Thank you for putting together the most amazing program.
During the first six months, I had 88 client engagements—22 of which were with clients I had not spoken to in more than four years. This resulted in $40,000 in GDC and added more than a million in advisory business!
MyCMO is my own chief marketing officer. It does the heavy lifting and allows me to do what I love, meet with clients. It is a set-it, forget-it, and it makes you look on top of your game in email, social media, and cards. You appear genuine, on target, timely, and thoughtful.
If you were to design in your dreams a more perfect platform for email marketing, social media posting and website design it wouldn’t be possible. It facilitates everything and provides a direct pipeline to compliance. MyCMO is one beautiful platform!
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What our clients are saying about us​

quote-left-new.svg
I believe that great businesses do things differently than ‘good’ businesses. I can confidently state that MyCMO can transform your business into a GREAT ONE! Thank you for putting together the most amazing program.
During the first six months, I had 88 client engagements—22 of which were with clients I had not spoken to in more than four years. This resulted in $40,000 in GDC and added more than a million in advisory business!
MyCMO is my own chief marketing officer. It does the heavy lifting and allows me to do what I love, meet with clients. It is a set-it, forget-it, and it makes you look on top of your game in email, social media, and cards. You appear genuine, on target, timely, and thoughtful.
If you were to design in your dreams a more perfect platform for email marketing, social media posting and website design it wouldn’t be possible. It facilitates everything and provides a direct pipeline to compliance. MyCMO is one beautiful platform!
quote-right-new.svg

Compare plans

Marketing SuiteDIFMPremiumMyCMO
Custom Email BuilderBeautiful templates and timely content to enhance communications. Learn more
Custom Social Media BuilderThe ability to create, share and send your own social post via our dashboard. Learn more
PresentationsEffectively organize an event by utilizing presentation kits with promotional materials, informative handouts, and clear presentation slides and scripts to engage your audience.
EventsOmni-channel event promotion made easy. Learn more
Greeting CardsPersonal notes and cards have never been easier. Learn more$2.75 / card$2.75 / card$2.75 / card
CuratorThe ability to use a AI Driven tool to further engage likes using content related to breaking news, market updates, evergreen content and so much more! Learn more
Mobile AppAccess to compliance-ready, personalized, and AI-driven content to share content across email and social media with a click of a button. Learn more
Marketing AutomationsNo any description
CelebrationsAutomated e-Holiday cards covering select major holidays as well as e-birthday cards to let your clients know you are thinking of them on their special day! Learn more
Market InsightsAutomated Monthly Market Insights Email with a captivating video highlighting the previous month and market trends as well as an optional weekly economic update that you can edit. Learn more$25 / month
Financial Know-HowAn automated monthly financial-related email and a bi-monthly automated retirement focused email. Learn more
Life Stages Campaigns Deliver age-appropriate financial content through targeted campaigns, ensuring relevance at each life stage. (Email)
Social FoundationsAutomated social posts for Facebook and LinkedIn covering a variety of lifestyle, evergreen and financial-related material. Learn more
ReferralsAutomated quarterly email campaign asking clients if they have changes in their financial situation or know of someone that could benefit from a discussion.
Content CalendarMonthly calendar of exclusive and recommended email and social content for delivery on specific dates within the month.
Dedicated TeamA dedicated marketing specialist to execute the email, social and blog content.
Exclusive Do It For Me ContentExclusive content and images every month are developed by our thought leaders, who stay on top of marketing best practices and trending topics
HNW-level and authentically content written by our executivesNo any description
3 SEO Optimized blogs/monthNo any description
Monthly Podcast script by ProudMouthNo any description
YCharts Social PostsNo any description
Quarterly event ideas and promotion supportNo any description
Monthly review of resultsNo any description
Monthly marketing tipsNo any description

With MyCMO, you can send the right message to the right people at the right time with just a few clicks!

View MyCMO Demo Here

Connect with your clients, build deeper relationships and drive referrals

  • Email, newsletters, greeting card, event and social media tools
  • 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 Redtail, Wealthbox, and SmartOffice/Ebix

Osaic has partnered with FMG to offer two modern, professional website designs you can personalize to reflect your brand and business.

A great website is the perfect companion to your marketing tools. It’s often the first impression a prospect has—and a well-designed, professional site helps build trust from the start. When integrated with tools like email, social media, and blogs, your website becomes the central hub of your marketing efforts. It gives visitors a place to explore your services, engage with your content, and take the next step. With features like built-in lead capture, SEO support, and compliance-friendly layouts, your website isn’t just attractive—it’s built to perform.

Option 1

View Theme

Option 2

View Theme

Please review website theme options 1 and 2. Once you have determined the website theme you would like to use; you will need to contact Osaic Marketing to secure an approved URL.

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