So What's This Do It For Me Program Really Like?
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In this quick demo, Beth Blecker of Eastner Planning Inc, Chevonne Farler of TBH Advisor, and Susan Theder share the specific ways that they have leveraged FMG to ramp up their marketing success. They talked about how the FMG platform works, shared specific details on the program and much more!
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So What's This Do It For Me Program Really Like?
- 1. So what’s this Do It For Me Program really like??
- 2. Susan Theder Chief Marketing & Experience Officer, FMG @stheder /susantheder stheder@fmgsuite.com 2
- 3. 3 Chevonne Farler Wealth Management Advisor, TBH Advisors /chevonnewfarler/ Chevonne@tbhadvisors.com
- 4. 4 Beth Blecker CEO, Eastern Planning Inc. /bethblecker/ bblecker@easternplanning.com
- 5. 5 5 Clients Want More From Their Advisor
- 6. 6 6 The Opportunity - Educate Sources: Janus Henderson Investor Survey (September 2023) and Source: eMoney survey on Communications and Content Marketing (2,000 consumers). Believe informative and educational content would make an advisor stand out 63%
- 7. Content About What Clients Are Thinking About
- 9. Sprinkle in Human Interest… Write Once, Repurpose 3X+ Ways Blog Email Social
- 10. Talk about things that matter to your audience 10 Secure Act Aging- Memory Loss Medicare
- 12. 12 Content as Inspiration: Pickleball Clinic Optional Content Each Month - this one on pickeball
- 13. 13 Want content that engages…Your furry friends get lots of 👍’s Dog Appreciation Day
- 14. A Custom Marketing plan each month Executed for you Exclusive Content by our marketing thought leaders only available for DIFM customers Your own dedicated Marketing Strategist Do It For Me Marketing Program 14 To learn more, scan here! 👉
- 15. Do It For Me Marketing Program 15 To learn more, scan here! 👇
- 16. If you’d like to learn more, scan the QR below! 16 marketing@fmgsuite.com
Editor's Notes
- Research and data analysis firm YCharts says 53.4% of high-net-worth investors and 55.8% of younger investors desire more frequent communication with their advisor. So in 2024, it’s time to think of which jobs you should be outsourcing.
- Investors from across generations express an interest in upping their financial know-how, with younger generations particularly interested in building on their knowledge. And growing comfort with remote engagement and improving technology have lowered the geographic barriers that once defined the advisor/client relationship. JD Henderson study: https://cdn.janushenderson.com/webdocs/2023+Investor+Survey+Report_Public.pdf
- I love these! This is a great example of how taking one piece of content can come out super unique.