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Amazing Marketing. Simplified.
Your 2016 Marketing Calendar
Amazing Marketing. Simplified.
Our Purpose
Remarkable
Content…
● Educates Others
● Starts Conversation
● Gets Shared
● Inspires Action
Elegant
Technology is...
● Intuitive
● Automated
● Rewarding
● Easy
Creating Your Marketing Calendar
Content Channels ScheduleAudience
Your Free
2016 Marketing
Guide White Paper
Includes downloadable
calendar, persona template,
and full of helpful checklists
Audience
Developing
Marketing Personas
Who are you talking to?
Personas allow you to strategically
categorize your clients so you can
relate to them as human beings with
unique needs and goals.
Robert Ilene Dr. Wilson
Male Female Male
70 years old 55 years old 48 years old
Retired Working (Executive) Working (Medical)
Married Divorced Married
3 kids (35, 31, 26); 4 grandkids 2 kids (22, 26) 2 kids (14, 16)
Online daily Online daily Online daily
$2mil net worth $1mil net worth $2mil net worth
Interesting side notes:
● Has 2nd home
● Just bought a Tesla
● Has affluent dog
● Uses internet to look into
travel, politics, and his hobby.
Interesting side notes:
● She takes care of her mother
● She has a boyfriend
● Her financial future is complicated and unclear
● She grew up with some money
● She has an inheritance coming
Interesting side notes:
● His wife is a professional CPA
● He’s a big fan of son’s H.S. football
team
● He gives to his Alma Mater and was in
a fraternity
● He is a small business owner
Would show up for presentation on:
● Estate planning
● Long Term Care
● Tax reduction
● Charitable giving
● High yield
Would show up for presentation on:
● Annuities
● Long Term Care
● Protecting wealth
● Empowerment
● Women specific events
Would show up for presentation on:
● Retirement planning
● College planning
● Alternative investments
● Tax advantages
Robert Ilene Dr. Wilson
Male Female Male
70 years old 55 years old 48 years old
Retired Working (Executive) Working (Medical)
Married Divorced Married
3 kids (35, 31, 26); 4 grandkids 2 kids (22, 26) 2 kids (14, 16)
Online daily Online daily Online daily
$2mil net worth $1mil net worth $2mil net worth
Interesting side notes:
● Has 2nd home
● Just bought a Tesla
● Has affluent dog
● Uses internet to look into
travel, politics, and his hobby.
Interesting side notes:
● She takes care of her mother
● She has a boyfriend
● Her financial future is complicated and unclear
● She grew up with some money
● She has an inheritance coming
Interesting side notes:
● His wife is a professional CPA
● He’s a big fan of son’s H.S. football
team
● He gives to his Alma Mater and was in
a fraternity
● He is a small business owner
Would show up for presentation on:
● Estate planning
● Long Term Care
● Tax reduction
● Charitable giving
● High yield
Would show up for presentation on:
● Annuities
● Long Term Care
● Protecting wealth
● Empowerment
● Women specific events
Would show up for presentation on:
● Retirement planning
● College planning
● Alternative investments
● Tax advantages
Persona Template
Template contains
all aspects of building a
client persona
Download available
in white paper
Persona Template Download available
in white paper
Content
Matter
noun
1. Substance
2. Topic
verb
1. To be important to someone
FMG Suite
Matters
When you know what
matters to your audience
you know what “matters”
to focus on
Our 7 Matters:
Retirement
Investment
Insurance
Estate
Tax
Money
Lifestyle
The 3 Types of Content
PersonalEvergreenTopical
Topical Content
Creating topical content shows people that a
brand is on the ball, relevant and clever.
about.flipboard.com/tutorials
Curate on Flipboard
share on
social media
Evergreen Content
Content that is continually
relevant and stays “fresh” for readers.
Evergreen content
○ Infographics
○ Videos
○ Presentations
Personal Content
Convey who you are and how you work —
Don’t be afraid to be a person online.
Channels
Channels
Marketing channels are the ways that content is
distributed to your clients and prospects.
The FMG Complete Marketing Suite
Email Campaigns Mobile App
Presentations
Websites
Social Media
Schedule
“The secret of
getting ahead
is getting
started.”
—Mark Twain
AUDIENCE | CONTENT | CHANNELS
Schedule Your Calendar
Determine who will
manage the calendar?
● 12 months
● Each month lists:
○ Notable holidays
○ Special events
● Added marketing
legend
2016 Calendar Template
Your Free
2016 Marketing
Guide White Paper
Includes downloadable
calendar, persona template,
and full of helpful checklists
Amazing Marketing. Simplified.
OTHER VIDEO SEGMENTS TO BE FILMED
AFTER BROADCAST
Craig Chat Review Slides
Turn the
Ship Around!
by
David Marquet
A True Story of Turning
Followers Into Leaders
Start With
Why
by
Simon Sinek
How Great Leaders
Inspire Everyone to
Take Action
Your 2016 Marketing Calendar

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Your 2016 Marketing Calendar

  • 1. Amazing Marketing. Simplified. Your 2016 Marketing Calendar
  • 3. Remarkable Content… ● Educates Others ● Starts Conversation ● Gets Shared ● Inspires Action
  • 4. Elegant Technology is... ● Intuitive ● Automated ● Rewarding ● Easy
  • 5. Creating Your Marketing Calendar Content Channels ScheduleAudience
  • 6. Your Free 2016 Marketing Guide White Paper Includes downloadable calendar, persona template, and full of helpful checklists
  • 9. Personas allow you to strategically categorize your clients so you can relate to them as human beings with unique needs and goals.
  • 10. Robert Ilene Dr. Wilson Male Female Male 70 years old 55 years old 48 years old Retired Working (Executive) Working (Medical) Married Divorced Married 3 kids (35, 31, 26); 4 grandkids 2 kids (22, 26) 2 kids (14, 16) Online daily Online daily Online daily $2mil net worth $1mil net worth $2mil net worth Interesting side notes: ● Has 2nd home ● Just bought a Tesla ● Has affluent dog ● Uses internet to look into travel, politics, and his hobby. Interesting side notes: ● She takes care of her mother ● She has a boyfriend ● Her financial future is complicated and unclear ● She grew up with some money ● She has an inheritance coming Interesting side notes: ● His wife is a professional CPA ● He’s a big fan of son’s H.S. football team ● He gives to his Alma Mater and was in a fraternity ● He is a small business owner Would show up for presentation on: ● Estate planning ● Long Term Care ● Tax reduction ● Charitable giving ● High yield Would show up for presentation on: ● Annuities ● Long Term Care ● Protecting wealth ● Empowerment ● Women specific events Would show up for presentation on: ● Retirement planning ● College planning ● Alternative investments ● Tax advantages
  • 11. Robert Ilene Dr. Wilson Male Female Male 70 years old 55 years old 48 years old Retired Working (Executive) Working (Medical) Married Divorced Married 3 kids (35, 31, 26); 4 grandkids 2 kids (22, 26) 2 kids (14, 16) Online daily Online daily Online daily $2mil net worth $1mil net worth $2mil net worth Interesting side notes: ● Has 2nd home ● Just bought a Tesla ● Has affluent dog ● Uses internet to look into travel, politics, and his hobby. Interesting side notes: ● She takes care of her mother ● She has a boyfriend ● Her financial future is complicated and unclear ● She grew up with some money ● She has an inheritance coming Interesting side notes: ● His wife is a professional CPA ● He’s a big fan of son’s H.S. football team ● He gives to his Alma Mater and was in a fraternity ● He is a small business owner Would show up for presentation on: ● Estate planning ● Long Term Care ● Tax reduction ● Charitable giving ● High yield Would show up for presentation on: ● Annuities ● Long Term Care ● Protecting wealth ● Empowerment ● Women specific events Would show up for presentation on: ● Retirement planning ● College planning ● Alternative investments ● Tax advantages
  • 12. Persona Template Template contains all aspects of building a client persona Download available in white paper
  • 13. Persona Template Download available in white paper
  • 15. Matter noun 1. Substance 2. Topic verb 1. To be important to someone
  • 16. FMG Suite Matters When you know what matters to your audience you know what “matters” to focus on Our 7 Matters: Retirement Investment Insurance Estate Tax Money Lifestyle
  • 17.
  • 18. The 3 Types of Content PersonalEvergreenTopical
  • 19. Topical Content Creating topical content shows people that a brand is on the ball, relevant and clever.
  • 21. Evergreen Content Content that is continually relevant and stays “fresh” for readers.
  • 22. Evergreen content ○ Infographics ○ Videos ○ Presentations
  • 23.
  • 24. Personal Content Convey who you are and how you work — Don’t be afraid to be a person online.
  • 25.
  • 27. Channels Marketing channels are the ways that content is distributed to your clients and prospects.
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  • 32.
  • 33. The FMG Complete Marketing Suite Email Campaigns Mobile App Presentations Websites Social Media
  • 35. “The secret of getting ahead is getting started.” —Mark Twain
  • 36. AUDIENCE | CONTENT | CHANNELS Schedule Your Calendar
  • 37. Determine who will manage the calendar?
  • 38. ● 12 months ● Each month lists: ○ Notable holidays ○ Special events ● Added marketing legend 2016 Calendar Template
  • 39. Your Free 2016 Marketing Guide White Paper Includes downloadable calendar, persona template, and full of helpful checklists
  • 41. OTHER VIDEO SEGMENTS TO BE FILMED AFTER BROADCAST Craig Chat Review Slides
  • 42.
  • 43.
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  • 45.
  • 46. Turn the Ship Around! by David Marquet A True Story of Turning Followers Into Leaders
  • 47.
  • 48. Start With Why by Simon Sinek How Great Leaders Inspire Everyone to Take Action

Editor's Notes

  1. http://coschedule.com/blog/marketing-calendar/
  2. http://coschedule.com/blog/marketing-calendar/
  3. cjf Take for example a financial advisor. He wants to spend time working with clients, but these days he feels pressure to create a website, do email campaigns, get involved in social media, and on and on. It is consuming and confusing.
  4. cjf Take for example a financial advisor. He wants to spend time working with clients, but these days he feels pressure to create a website, do email campaigns, get involved in social media, and on and on. It is consuming and confusing.
  5. Download your FREE “2016 Marketing Calendar Guide”
  6. Choose Content That Matches Your Expertise and Interests Share What You Are Reading and Learning Interact With the Thought Leaders in Your Field Contribute to the Larger Conversation
  7. We have developed a persona framework template that you can use to build your client personas!
  8. We have developed a persona framework template that you can use to build your client personas!
  9. Use the content slider to personalize your video feed. A great tool to establish your area of expertise
  10. Choose one e-reader and follow experts Connect it to your social channels Spend a few minutes every day reading articles Make comments and post them right from your phone
  11. How to Curate on Flipboard: Search for Content Follow What Interests You Flip Into a Magazine Share on Social Media Go to: about.flipboard.com/tutorials
  12. Determine the topics that your ideal customer is most interested in Provide longer informative articles that won’t lose value over time. That stay fresh. Share videos that explain complex concepts and offer real insight
  13. Common evergreen formats you might consider are... Lists Top Tips Instructional “How To” Tutorials Encyclopedia-esque Articles Presentations Videos (DEMO VIDEO CLICK ON LINK) Evergreen Content: Keyword Rich Longer Word Count Matches Up With “About Us” Comprehensive Content that Never Expires Easy to Share Creates a “Long-Tail”
  14. For example here is a site that is using evergreen content. (image links to Plus they have created a lot of evergreen specific to their niche. http://www.crnafinancialplanning.com/
  15. Trying to be something you aren’t — not being “authentic” or “genuine”– will build a facade that could crumble in the face of an actual client. Customers need to trust you; to create a long-term, mutually-beneficial relationship.
  16. http://fmgsuite.com/market-in-motion/cruising-with-craig-video-1-of-3/ 1:25 - 2:17 Personal Content Checklist: Share your hobbies and interests Share personals goals and ideas Be transparent Stay professional Reply to social responses Use the ‘First Person’ when writing
  17. You need to make sure that your content is seen and you are pushing out to the various social media platforms. The channels to help drive your marketing. Channels is social, email, blog that is all anchored back to your “Marketing Hub.” Teaser alert on upcoming live broadcast-Social Content ( what types of content and focus for each social media platform)
  18. http://www.latitudefinancialgroup.com/ - great blog and awards page
  19. During this presentation I am going to refer to aspects of my company’s main product, the FMG Suite. However, the principles I cover are important to everyone. At the end of the presentation I am going to offer you some serious savings on starting your own FMG Suite But if you want to use other solutions, we can help with that too!
  20. Mark Twain
  21. Remember the plan should ALWAYS be to… Consider your audience—who you are sending to) Your content mix—what will you create and/or curate Marketing channels—where you will send when and how much. Schedule Checklist: List events, holidays, conferences and anything else that might affect content List Your Content by Matter, Audience and Type Establish your frequency for each channel Define your cadence (tone, style) for each channel Define delivery dates for your team Plan themes for each month Determine your budget and track your ROI
  22. If it is not you who manages the calendar. YOU will need to determine who will do this. (Hint: It’s never me)
  23. We have developed this handy dandy calendar for you to use! This is a sample calendar that we have added a color coded legend. (website updates, Schedule Checklist: List events, holidays, conferences and anything else that might affect content List Your Content by Matter, Audience and Type Establish your frequency for each channel Define your cadence (tone, style) for each channel Define delivery dates for your team Plan themes for each month Determine your budget and track your ROI
  24. Download your FREE “2016 Marketing Calendar Guide”
  25. http://www.pacificcapitalinvestments.com/ - a really incredible custom video on their Who We Are page
  26. http://www.latitudefinancialgroup.com/ - great blog and awards page
  27. http://www.acumenwealthadvisors.com/ - strong home page imagery
  28. http://www.batonrougefinancialgroup.com/ - uses social media