In this webinar, Director of Product and Enterprise Marketing, Elise Lambert, shared what you need to do to set up your business for marketing success in 2023 and beyond.

1. Set Up Your Marketing for
Success in 2023: Exactly
What You Need to Know
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2. Elise Lambert
Director of Product and
Enterprise Marketing, FMG
Elise Lambert
fmgsuite.com
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3. First, a story about
Champagne🍾🥂
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How can you remove
friction & Make things
EASY for prospects and
clients?

5. WEBSITE
Good Marketing has to be
built on a solid foundation
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6. Show your website, count to 5, then ask:
● What was the page about?
● What do you remember seeing?
● Who would benefit from this service?
● What action to take next?
You Have 5 Seconds To Make
a First Impression
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7. Write website headline copy in the
Problem > Solution Format
➡️ What is the PROBLEM your
clients/customers & prospects
have?
➡️ What is the SOLUTION you
provide to that problem?
What Does this Look
Like On a Website?
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Focus on what clients
are looking for
➡️ Huge gap between client expectations and
services rendered
💡 Takeaways:
1️⃣ People want 1 Provider/Point of Contact for
everything.
2️⃣ So much marketing opportunity for firms who offer
Integrated Services & Partner with other
Professionals
Source: https://advisorpedia.com/research/expectations-investors-and-
advisors-have-differ/

9. Example Homepages
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13. Next, nail the #2 most-
visited page:
Our Team/About Us Page
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TIP: ✍️Write Bios in 1st
Person!

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16. #3 Most Visited:
Contact/Get Started
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17. Calls to Action
➡️ Primary: For those ready to
move forward
➡️ Secondary: For those not
yet ready to meet with you
97% of website visitors do
NOT convert!
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18. For Primary - Use Online Calendar Widget
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19. For Secondary:
Make CTAs
super specific to
your audience
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➡️ Explain what someone will learn, or how they’ll benefit from taking action
➡️ Be specific and explicit! An image of what they’ll get can go a long way too

21. SOCIAL MEDIA:
Build Your Network &
Increase Brand Awareness
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23. Daily: The Commenting
Strategy
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24. 1. Don’t just say “great post!”. Add something of
value
2. Try to make at least ONE of the posts you
comment on be from a 2nd or 3rd degree
connection
3. Make a list of COIs, reporters, prospects,
connect/follow them, and check your notifications
Step 1:
Choose 5 Posts in
Your Feed to
Comment On
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25. 1. This allows you to build conversations and shows
others you want to engage with them
2. This also tells the algorithm “this post is creating
conversations”
3. If they left a generic comment like “great post!” you
can ask a question to probe for more. “Which section
of the article did you find most helpful/interesting
etc”?
4. PRO TIP: Remember, people don’t just see what
you post - they also see what you comment and “like”
Step 2:
Reply to comments
on all of your posts
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26. SOCIAL MEDIA:
Weekly: Grow Your Network
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27. Step 1
Every Friday, go through the last 5
days of your calendar (or do it at the
end of each call)
Step 2
Make a list of prospects, clients and
COIs you met with and look them up
on Linkedin
Step 3
Invite them to connect - that’s it!
Use Calendar
Meetings to Expand
Your Connections
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28. Step 1
Every Monday and Friday, Go
through the last few days of emails
and connect with anyone you
exchanged messages
Step 2
Search for the person on LinkedIn
Step 3
Invite them to connect - that’s it!
The Email
Connection Tactic
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29. 1. It is Systematic
You’ll be shocked at how quickly you grow
your connections each week
2. You’ll Stay “In Front” of Prospects
The content you post will now be seen by
these folks, even if they don’t “sign on” to
work with you right now
3. COIs that you meet with (and THEIR admins)
will get more exposure to your firm
Show up in their feed = be on their mind
Why Is This
Effective?
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30. Other Tips:
Connecting With Ideal
Future Clients
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31. Look through
connections of your
Current clients or
COIs
➡️ Use filters to look for 2nd degree
connections.
➡️ You can filter by Company, Location,
Alma Mater or Industry
➡️ Send connection requests to those
“ideal future clients”
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32. Get Contact Info
on Leads
● Click “contact info” on any profile
and typically you’ll find their email
address
● May also get a link to their website,
other social media accounts and
other information
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33. Great Social Post Examples
from Real Advisors
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Be Helpful:
Share resources,
timely information,
and news that will
help your target
audience

35. Share awards,
recognitions &
honors
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36. Take pictures with
clients + COIs when
you meet, tag them!
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37. Get Personal
Share stories, photos and
personal anecdotes. They
perform better than anything else
99% of the time.
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38. How to Use the Algorithm to Your Advantage
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1⃣ Engage as often as possible 3-5x a week
2️⃣ Follow the 80/20 rule. For very ONE of your posts, leave comments on at least FIVE
others' posts
3️⃣ Get as MANY comments on your posts as QUICKLY as possible after posting.
4️⃣ Use both personal AND business pages, but know personal will always perform better.
Tag your business page in your personal page posts and tag influencers from business page
5️⃣ Only share posts that link OUT every 3rd or 4th post. Otherwise, keep content native.

39. Overwhelmed? We can help!
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43. How do I order?
Simply select a design, craft your personal
message and choose your recipients and delivery
date. We’ll take care of the rest!
Pricing: $2.75/each, or get them for $2.25 if
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Order deadlines:
Thanksgiving: 11/10
Hanukkah: 12/5
Christmas: 12/12
New Years: 12/16.
Greeting Cards
Order Your Printed Holiday Cards
Today!
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44. It’s Time To
Go Mobile
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45. ● New emails, blogs and social posts added
weekly
● Automated marketing set and forget campaigns
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Meet With Us: https://fmgsuite.com/get-a-demo
Questions? Marketing@fmgsuite.com
Overwhelmed?
Need Help? We Get it!
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