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How to Setup FMG Suite or MyCMO for Financial Advisors

It takes some time to set up your system so that you can automate your tasks. Once complete you’ll perform the rest of the steps quarterly.

Create Your Profile

graphic showing MyCMO setupThis involves creating your contact information, adding your portrait image, logo and disclosures. In addition you’ll link to your social media accounts.

Connect Your Social Media Sites

MyCMO Connect Social graphicYou’ll go through a series of steps to connect your LinkedIn and Facebook pages to the system. This will allow you to schedule and send posts through your various social media channels.

Import your email contact list

Carefully choose the people you want to send your newsletter to. They should be clients who have given their permission to you to be contacted. Compile this list into a spreadsheet and save it to your computer.

FMG Suites graphic upload contacts

If some of your column names don’t match up to what FMG/MyCMO expect, you’ll have the chance to map your column names to the FMG/MyCMO names. After mapping any names click Next.

After successful import you’ll see your list of contacts. If some information such as address isn’t included in your spreadsheet it simply won’t be present in your account. All you really need is First Name, Last Name, and Email.

Monitor your social media connections

Your social media connections may expire after 60-90 days. This is a security setting on LinkedIn and Facebook’s system and MyCMO/FMG Suite has no control over this.

Tip: If you are subscribed to the Daily Digest you will receive an email notification if a social media connection becomes disconnected.
If your social media connection has expired, you will see an “expired access token” on your “Connect Social Sites” page.

To reauthorize the expired account do the following:

  1. Remove the expired access token. Click “Remove” under the “Actions” column to the right.
  2. Click “Add LinkedIn Profile” and enter your credentials to grant access.
  3. Once you see “Granted” under the “Permissions” column, this integration is ready to be approved by compliance.

These steps should help get your account set up. If you need assistance contact FMG Suite or MyCMO support.

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