FMG and Osaic Expand Enterprise Partnership to Power Firmwide Advisor Marketing Support

Enhanced collaboration extendsFMG's 'Do It For Me' solution toOsaic's 11,000 financial professionals

SAN DIEGO, June 3, 2025 /PRNewswire/ -- FMG, a leading SaaS marketing platform for financial advisors, today announced an expanded enterprise agreement with Osaic, one of the nation's largest wealth management firms. The partnership extends FMG's role as the technology engine behind MyCMO, Osaic's flagship advisor marketing program, and launches 'Do It For Me' as a core offering for all advisors across Osaic's independent, W2, and institutional channels.

This milestone deepens FMG's long-standing relationship with Osaic by delivering scalable, compliant marketing automation, personalized concierge support, and enterprise-level analytics to the more than 11,000 financial professionals in the Osaic network.

Elevating MyCMO with Personalized Support

"Our advisors have consistently asked for stronger marketing support to help them market more effectively and consistently," said Eric Hansen, Senior Vice President of Marketing at Osaic. "In response, we partnered with FMG to launch the 'Do It For Me' solution, designed to deliver personalized, brand-aligned marketing at scale. FMG not only powers our MyCMO platform and 'Do It For Me' offering but also enhances our overall marketing strategy by making execution easier and more impactful."

As part of this rollout, FMG's 'Do It For Me' solution is now available to all Osaic advisors at a discounted rate. Participating advisors are paired with a dedicated FMG concierge who helps them:

• Build and execute a monthly content calendar including blogs, emails, social posts, videos, and event ideas
• Access ready-to-use marketing content and custom-written campaigns
• Tailor marketing to niche audiences and prospecting goals

Enterprise Visibility and Measurable Impact

Osaic will also roll out FMG's Enterprise Analytics dashboard to gain firmwide visibility into marketing adoption, campaign performance, and advisor engagement. The data-driven feedback loop helps firm leadership track return on investment (ROI) and fine-tune future field support efforts.

"We're proud to expand our partnership with Osaic, a firm that shares our belief that marketing is a core driver of growth. For enterprises looking to scale advisor marketing support, FMG delivers the infrastructure and service model to make that possible," said Susan Theder, Chief Marketing and Experience Officer at FMG. "Whether it's helping advisors stay top of mind with clients or giving firms a competitive edge in recruiting, our platform is built to drive organic growth and elevate the advisor experience across the board."

About FMG:

FMG is the leading all-in-one marketing platform that helps financial advisors and insurance professionals attract leads, stay connected with clients, and grow their businesses. Recognized for market leadership and customer satisfaction in the T3 Software Survey from 2019 to 2024, FMG serves thousands of advisors through enterprise partnerships, compliant content automation, and AI-powered marketing solutions.

About Osaic:
Osaic, Inc. ("Osaic"), a portfolio company of Reverence Capital Partners, is one of the nation's largest providers of wealth management solutions, supporting approximately 11,000 financial professionals. Osaic's mission is to empower entrepreneurial advisors to build thriving businesses and fulfill their clients' dreams. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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SOURCE FMG