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Connect with the right agents, advisors and RIAs via targeted call center services

No other medium allows you to convey your message quite like a personal phone call. From product marketing, to recruitment, seminar registrations, and event management, our team of dedicated professionals has the experience to deliver the results you’re looking for.

Our team works exclusively within the financial services industry, so we know and understand the market, and more importantly how to communicate with and engage advisors. Our clients range from Fortune 500 insurance carriers, fund companies, securities firms, insurance brokers/wholesalers and others who serve the financial industry. Every client is unique and so every campaign requires a unique strategy and approach.

We’ve developed and executed hundreds of customized call campaigns, so we know how to get results


Our unique qualifications:

Financial Media Group stands alone when it comes to combining the power of database analytics with the expertise in financial marketing to deliver your message and get results. Other firms take on clients across varying industries, and are essentially a “Jack of all trades, master of none”.

We believe in marketing efficiency and the strategic deployment of resources to deliver our clients optimal results. When we speak with advisors they recognize us as experts, because we are. We don’t memorize scripts and work off checklists. We’re credible and effective, because advisors trust us.

Find out More:

The best way to find out if a customized call center campaign is right for you is to give us a call. One of our marketing specialists can review your marketing objectives and answer any questions you might have. We’ll customize a plan that will fit your budget as well as your objectives.

Call 1-855-461-4644 or fill out the contact form to the right for more information.

Calls made


Connections Made


Campaign Types:

  • Recruitment
  • Brand messaging
  • Product promotion / awareness
  • Event scheduling
  • Event attendee
  • Research / surveys

Turnkey Call Center Services

When your marketing objectives require a personalized approach, you need a team who not only understands the industry, but someone who can professionally represent your business.

At FMG we understand that our customers are seeking a solutions provider, not just another vendor. Our goal is to get to know your business, your unique objectives and what makes your business different. By doing this, we’re able to communicate your unique value proposition to the market and in a manner that projects the professionalism you seek.

Our call center team is comprised of highly trained professionals who not only understand the market but are also experts in creating that 1-1 personal connection.

By matching the strengths of our team with the power of our databases, we’re able to take your message and deliver it to the exact audience you seek. Ultimately our job is to make sure that every prospect sits up and takes notice of you – to make sure you profit from our services, and that you reach the qualified advisors who will fuel your growth.

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