Manage all your Marketing Communications from One Central Command Center

The Connect2Clients® (C2C) marketing portal, allows advisors to seamlessly develop and oversee their ongoing personal communications and web strategy through email, greeting cards, website, smartphone app and social media. The most technologically advanced marketing automation features are the foundation of this platform which ensures that implementation is simple and scalable whether you are a single advisor or part of a team.

  • Brand New Industry-Exclusive!

    Email & Greeting Card Tool

    First 30-days are free

    • $20/month for up to 5 personas in a single account
    • Newsletters, emails, articles, greeting cards and Ecards
    • Automated marketing campaigns
    • Sophisticated contact segmentation
    • Customizable communications with compliance workflow

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The How-To Guide

FMG Suite's new book, The Art of Digital Marketing, explains the step-by-step process to use inbound marketing to grow your practice. Learn more now.

Cetera LinkedIn Group

Join the Cetera Connect2Clients group to receive C2C program updates, best practice suggestions and interesting articles on marketing.*

* A subscription to Cetera's Social Media Supervision Tool, is required if you plan to engage in discussions within the Connect2Clients LinkedIn group, and your LinkedIn account must be monitored by Social Media Supervision. If you do not have a license to Social Media Supervision, you may listen only.