What is included in Elevate Assist Services?

Social Assist

Even the best financial professionals could use a little assistance with their social media presence. With Social Assist, we make it easy for you. Twice per week, we will create multiple social post options for you to choose from. After you make your choice, we will take care of the rest! We also provide multiple social media postings options for every major holiday. Want to share a custom social post? We will also share custom social posts to any social media platform for you once a week.

Email Assist

Emails can be one of the most time-consuming parts of your day. With the Email Assist service, you’ll never need to worry about your email marketing efforts again. We will send professionally written emails on your behalf. Including:

  • Timely emails to your selected group
  • Engage and educate your clients with a Weekly Insights email
  • We can also send custom emails to any selected group once per week

Website Assist

Your website is one of the first things prospects, referrals, and leads encounter when they start to evaluate your business. It’s also a great way to stand out from the competition. With Website Assist service, it's now easier than ever to make basic changes to your website. Just let us know what changes you want to make, and we will take care of the rest!

Imagine your clients’ reactions as they receive a beautifully branded and designed print piece of your choice. From design and shipping, we will manage the entire project for you from start to finish. All of your print options will be conveniently located in your Elevate Dashboard, so ordering printed materials have never been easier!

Event Assist

Event hosting is one of the most effective ways to strengthen your existing and future relationships. With the Event Assist service, we help take some of the stress out of planning your next event so you can make sure your clients, leads, and referrals have a great time. This service includes:

  • Digital promotions for your event
  • A dedicated registration page
  • Engaging promotion emails and social sequences
  • Gorgeous printed invites for all your guests (note: additional printing costs apply)

Local Search Assist

With Local Search Assist, you can ensure your local listings are all aligned and kept up to date through a single point of contact. And if you have any basic changes or updates you'd like to make, just let us know and we'll get it done. That could literally save you hours!

Pay-Per-Click (PPC) Assist

Interested in Pay-Per-Click ad campaigns? We can help you dominate the categories that matter, keeping you at the top of search results for your ideal clients.


Elevate Assist Services FAQs

What will happen to all of the Platinum content?

The majority of your favorite Platinum content will be available and ready to use on FMG Suite.

Will I have access to custom-branded materials?

Yes! You'll still have access to exceptional, custom-branded marketing materials.

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