Program Features:

Up-to-date content on your website helps position your firm as an authority. That’s why M Financial has developed a library of content that is regularly refreshed and updated. This library includes information about M Financial and the services provided by Member Firms. When the content is updated by M Financial expert writers, it automatically refreshes on your website.

Browse the content library now >

Blogging is one of the best ways to publish and share your latest industry perspectives. A regularly updated blog positions your firm as thought leaders, helps search ranking, and can help generate leads and sales. Member Firms often don’t have the time to regularly create high-quality content. With this tool, M Financial latest writing is automatically posted to your website’s blog, giving you all the benefit without any of the sacrifice.

Business moves fast and your firm doesn’t have time to for difficult workflows and long review queues. The 1 Step Compliance Submission streamlines your website updates. When a change to your website is saved, a support ticket is automatically generated and sent to M’s Compliance Team. Once approved, the edit goes live automatically and the final edit final edit is archived for regulatory needs.

Your content is bringing visitors to your site. Now you can capture their information before they leave. M Financial’s integrated lead magnet is a marketing tool that seamless allows visitors to provide their information before they can access specified content on your website such as Advanced Marketing Insights or White Papers. Simply log into your website to download the list of qualified leads.

First class support from the people who know your marketing and website needs best.  We’re here to provide support, updates, tips, and helpful information when you need it most.  We use the industry leading support platform Zendesk to quickly respond, track and resolve your requests while providing you a dashboard to monitor your requests.