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Financial Know-How: Financial Focus

How to effortlessly keep in touch and share award-winning content with your clients.

Financial Focus is a monthly email automation that delivers a newsletter-style email featuring a curated mix of videos and articles from the FMG Web Content. Each send is reviewed and approved by your home office compliance before it goes out. Emails go out mid-to-late month and can be previewed in advance from your Marketing Schedule. This automation is available to our Connect, Attract, Elevate, Marketing Suite Premium, and Marketing Suite Do It For Me clients.

⚠️NOTE: This automation requires a live website or landing page to function properly. It is not recommended to turn this newsletter on if your website is not live.

💡 Please review the following articles to learn how to turn on your website or landing page: 

Activate the Automation

To activate this automation, navigate to Automated Marketing in the navigation pane on the left side of your dashboard:

Here, you can locate the Financial Focus automation and toggle it on:

Screenshot 2026-07-28 111752

Configure the Audience

Like our other campaigns, it's up to you to decide which of your contacts receives this campaign. By default, all of your contacts will be in your audience. If you'd like to adjust your automation audience, click here to learn more.

Automation Notifications

You will receive an email two days before this automation goes out to your contacts. That email will contain a preview of the message that your contacts will see. Click here for more information on setting up these notifications.

Example Email

The Financial Focus email automation is a newsletter-style email with a curated mix of our Web Content financial videos and articles. Below is a sample email:

ExampleFMGFinancialFocus-1