Broker Check

123 Everywhere USA, Where We Park It, CA 12345

(858) 251-3068
Jenna.Pierson@fmgsuite.com
Schedule a Meeting Here

Do it For Me Marketing


Spend your time serving clients and enjoying your life. Get your marketing and digital client communication off your plate!

BEST FOR: Advisors/firms who want to outsource their marketing, be involved as they please, with access to more exclusive, strategically planned content and marketing tips!

As a Do it For Me "DIFM" Marketing client, you'll benefit from:

Successful results overtime in retention, time savings, and growth.
Based on proven marketing best practices for: Email, Social Media, Webinars/Events, Marketing Tips and Blogging, 
you'll experience an increase in:

  • Client engagement and retention
  • Share of wallet from existing clients
  • Referrals and word of mouth growth from clients, contacts and COIs
  • Number of social media followers and engagement
  • Prospect conversions
  • Personal and firm brand awareness and perception
  • TIME to focus on other important activities in your business and life!

Click here to see what DIFM clients are saying about their results!

Access to FMG's Exclusive Do it For Me "DIFM" Content and Strategic Marketing Calendar.

  • Demonstrate your thought leadership with authentic emails, engaging social posts, and timely blog content, all designed and written
    only for DIFM clients by our expert marketing thought leaders, Susan Theder and Samantha Russell.
  • When your new to DIFM, we'll help you send an email to clients announcing your enhanced communication!
  • Personalize and customize the DIFM content as you please, we encourage it!
  • Receive monthly marketing tips you can opt in or out of, based on your time and desire. 
  • Keep your firm on the mind of your clients, prospects and strategic partners (COIs), to retain, increase your share of wallet and referrals, while leaving the content and marketing strategy to the experts!

A Dedicated "DIFM Concierge" to Guide You and Execute for You (or with you and/or your staff).

  • You'll work with the DIFM onboarding team to help set up and maximize your dashboard, and understand your objectives. 
  • You'll then have a Dedicated Concierge contact to guide you through the content and monthly strategic plan.
  • You'll meet monthly to review the prior month's activities, analytics and results, and discuss the upcoming month's strategically planned calendar (with plenty of time to make adjustments and personalize!).
  • You'll let them know when you have NEW clients to add to the New Client Welcome Sequence and communication systems, to ensure you're providing the best experience to create raving fans!

"Most clients have come from an advisor that didn't communicate well with them.
Create a better experience for them than what they had before.
This business is about service- bring your A game- referrals and share of wallet will come"

                                                                       - Corey Heimensen, Heimensen Wealth Advisors, Do it For Me Marketing and Website Client

Click here for a short video of the PAST October 2024 DIFM content strategy

See below for a recent DIFM content calendar:


“Prospects that I have been continuously dripping on for the last 15 months,
now for this quarter, are starting to sign on.
I have done more in production since the beginning of January this year than I did in all of 2022.
It is working…I am on track to double my entire production from last year to this year if I keep going at this rate.
And I would say that it’s DIFM.”

                                                            - Chevonne Farler, TBH Advisors, Do it For Me Marketing Client


Specifically, the DIFM calendar will include:

  • Emails and social posts that leverage both financial news and educational topics likely to get shared, plus monthly events and holidays to provide meaningful touch-points (e.g., Mother's day, Juneteenth, Women's History Month, memorial day, love your dog day...).

  • Emails and social posts about lifestyle topics to connect with common client interests such as top summer vacation spots, BBQ tips, and other timely topics such as the Olympics, Golf, favorite phone apps, etc. - these show your personality and typically get more engagement than your financial oriented communications.

  • Blogs that are aimed at being helpful and informative, optimized for SEO and can be shared via social media as well upon request.

  • Optional components: emails for announcing your enhanced communication, targeting family members and next generation, marketing tips, podcast and video script ideas.

  • Easy access to past DIFM content for emails and blogs to add or swap out.

“As far as social media goes, I know that my clients are looking because the ones that are connected,
I see them looking and commenting. I’m getting much more views on my LinkedIn and Facebook now.
90% of my growth comes from client referrals.
I will guarantee you that of the referrals who call my office, 90% of them have been on my social pages.
If my website was boring and old, I don’t know if they would call me. I feel that is where it’s helping.”

                                                                                              - Beth Blecker, Eastern Planning Inc, Do it For Me Marketing and Website Client

Timely content as news breaks emailed for you

  • Outside of the calendar, as financial or worldly events occur that would concern or interest your clients and prospects, a DIFM only email will be written, and you'll approve to be emailed for you right away. Assuring clients, prospects and your network you’re on top of these events, ensures continued retention and referrals!

DIFM Timely Email September 2024 on the Rate Cuts

Additional Optional Campaigns, Content and Assistance to Grow your Business:

  • Prospecting campaigns: prospect email sequences, automated email campaigns for business owners, different life stages, the next generation, topic interests and more. 

  • Centers of Influence content/campaigns: targeted content to develop COIs relationships in multiple ways.

  • Referral/Check In campaign: a quarterly email to check in on changes and gently plant a seed for referring you with a form.

  • Leverage lead magnets on your website: get help identifying lead magnets with eBooks, a quiz and enhanced calls to action to maximize your FMG website.

  • The opportunity to add "Additional Advisor Accounts" for only $99 per Month*: Your team members/advisors can have a separate log in/account with the same email/social media content and automated campaigns as your main account, for significantly less than on their own, for direct communication/social posts for their own clients/contacts, they'll manage on their own. 

  • Website Assist: When you have an FMG website, get basic website support (ie: minor edits) and guidance with using FMG interactive lead magnets; NOTE: A complete website strategy is not provided.

  • Event Assist: Four times per year, you may get assistance with suggested events (or your own when you provide the content), with help to create an event page for RSVP's (on it's own or as part of your FMG website) and guidance with FMG resources available to conduct and/or promote the event (for example: client events, Tax Planning Strategies, Half-time report, State of the Markets presentations, a Year-End Report, Shred Event and more).

  • Email Assist: Get two emails you write and create per month emailed for you - must be provided in final form to your Concierge. 

  • Social Assist: Get two social posts you write and create per month posted for you- must be provided in final form to your Concierge.

Click here to see what Do it For Me Marketing clients are saying about their results!

“As an advisor and a business owner, there's a lot of commodities out there I can get more of.
I can get more clients and revenue, granted, I believe I'll get more clients faster with a professional marketing plan and a system.
But there is one commodity or currency out there that I can't create more of, which is our time. 
This is the first time in a long time where I've entered into a program and it's actually saved me time.
You have effectively created time for us!”
     
                                                                          - Doug Howes, Sapphire Wealth Management, Do it For Me Marketing and Website Client
 

Hear LIVE Do it For Me Marketing clients sharing their results and experience:

Pricing

Have a Question on Do It For Me Marketing? or Want Pricing?

Thank you!
Oops!