We’re excited to announce a major upgrade to your marketing toolkit. Starting May 19, our trusted partner FMG Suite will roll out a ESI’s version of their platform—MarketingEdge—exclusively for our reps and advisors.
Here’s what’s new:
✅ ESI-created content will now be available directly on the platform, including social posts, emails today, and blog content later this year
✅ Content designed for client prospecting, nurturing, and even rep recruiting
✅ Seamless RedTail CRM integration under our enterprise contract, enabling a more efficient, compliant marketing workflow
✅ Enhanced integration with our AGT Compliance Team for streamlined reviews.
You’ll still have access to all the FMG third-party content you know and love—now with the added value of firm-specific messaging.
If you’re already using FMG: no action is needed. On May 19, your account will automatically transition to MarketingEdge, and new ESI content will be ready to use.
More details and training opportunities coming soon—stay tuned!
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