FMG Customer Suggestions

We'd like to send out Quarterly Market Insights only (not monthly or weekly). Right now, we have to turn the automation on and off, sometimes miss the date, and then we can't send anything. Can you create an option just for Quarterly? We'd appreciate it!

If there was a library of photos and stuff that you could access like there is on wordpress. Then also having to see and edit the alt text on those images would be very useful.

it would be great if timeframes and names are avoided in the content such as "weekly update" in case we choose to send out various types of email newsletters each week. (my team wanted me to stick ONLY to these titled emails so clients would not expect a "weekly" or avoid the "weekly" title). Also, it would be nice to have a date of publication for time-sensitive emails/articles such as Trump Accounts which have had updates to the process throughout this year. In fact, all market updates would be nice to have a publication date to avoid sending out old material.

We find that Weekly Market Insight Emails are too frequent for our clients and Quarterly Market Insights are not frequent enough. Would you please consider creating a Monthly Market Insight Newsletter. That is the Goldilocks solution...juuuuust right. I'm sure we are not the only financial advisors who would benefit from this. Thank you.

Clients are getting IRS letters this week detailing the IRA matching of 50% up to $1000 of contributions made to a number of retirement plans. I have had a number of calls on this topic an it would be nice to have something breaking down the guidelines for qualifications and how it works in less IRS terminology as a social post or at least as an email.

There should be a way to rebrand any material in the content library from BD to current firm name. The BD can stay down in disclosures, but if my firm passes out handouts and they are from BD, they won't affiliate the two. Additionally you should be able to add advisor contact on any material that is able to be distributed. I had this feature with Commonwealth

We are constantly getting caught up with emails and social posts we send custom like blog posts that end up going out the same day as automated content. Can automated content such as market recap newsletter be added to the pending to be sent/posted pages? The overlap lowers open rates and increases unsubscribe rates due to list fatigue

Client would like us to add 2025 information to the Historical Inflation calculator.

would like content in content library to display in chronological order rather than alphabetical.

FMG sent me an email notifying me that it was sending out an email to my clients. When I read the content I felt that I do not agree with what they where saying and called to try get the email from going. However it was too late. I wish we could preview content being sent my clients before it is sent.