In this webinar, Chief Marketing & Experience Officer, Susan Theder, and President & Financial Advisor of Heimensen Wealth Advisors, Corey Heimensen shared how he made decisions regarding what parts of his marketing efforts he chose to outsource to free up his time to focus on other areas of his business. They discussed: - The objective of marketing activities - The marketing activities you should keep in-house - The importance of content creation - What outsourcing should accomplish - Corey’s recommendations

1. Advisor Marketing:
What to Outsource vs. What to
Insource
1

2. Susan Theder
Chief Marketing and Experience
Officer, FMG
@stheder
/susantheder
fmgsuite.com
2

3. Corey Heimensen, AIF
President & Financial Advisor,
Heimensen Wealth Advisors
coreyheimensen/
heimensenwealth.com/
3

4. Webinar Agenda:
🎤 Speaker Introduction
📊 Marketing challenges and objectives
✨ A quick breakdown of “Do It For Me”
🏢 Discuss what Corey outsources vs. what he does
in-house
🗒 The importance of content marketing
🖥 What outsourcing has enabled Corey to do
👋 Closing
4
4

5. 5
Source: Schwab Advisor Services 2022 RIA Benchmarking
Study

8. 8

9. Importance of Creating Content - Blogs, Social Posts, Emails
✅ 64% of marketers outsource their writing in some way
✅ 90% of clients interviewed consider the frequency of their advisor’s
communication when deciding whether to refer. Having a huge content library and
set and forget campaigns at your fingertips make this MUCH easier
✅ TIMELY Content - When something occurs in the market, you want to be able to
email/post asap - having the content at your fingertips is extremely valuable
✅ According to HubSpot, just one to two blogs per month can boost your leads
by 70% - but blogs are time-consuming!
✅ Successful Social Media requires frequency, consistency, and relevance.
Outsourcing can be a game changer to helping you post more regularly with strong
content

10. ✅ Corey’s Recommendations ✅
1. Outsource your marketing foundational elements
2. Budget a small amount of time each month to make the content your
own and incorporate those things that a vendor/partner just can’t do
for you like posting pictures, sharing podcasting, making videos,
hosting events, etc.
3. Outsourcing the key fundamentals enables you to free up the time to
do the things that together make for tremendous success

11. 3 Things Outsourcing your
Marketing Should
Accomplish
11

12. 12
⏰ Free up time! ⏰
Advisors who outsource their marketing typically free
up 30% of their time.

13. 13
Source: 2023 JD Power Advisor Satisfaction Survey

14. 14
✅ Improve quality and results of your marketing ✅
You are likely not a Financial Advisor because you believe
you’re a marketing expert.
Hiring a firm that you believe is a thought leader in
understanding financial advisors’ marketing will keep you
ahead of the curve - AND yield better results

15. 15
🌟 Less expensive (and work) than hiring and
managing an internal resource 🌟
In general, it is far less expensive to outsource marketing
than to hire someone.
Hiring requires training and ongoing management, and
turnover can be expected. Plus you need to pay benefits and
manage time off, etc.

16. FMG can help with:
● Do It For Me Marketing
● New content added weekly
● Social media, events, blogs, and more
● 200+ BD compliance integrations
Email us at : Marketing@fmgsuite.com
Ready to Outsource?
16
Want to learn
more? Book a
demo with our
team →