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6suite HACKS
Real strategies to grow your business with automated marketing
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We believe financial professionals deserve to focus on
what they love. They don’t love marketing.
We do.
We combine remarkable content and elegant
technology in an inspired marketing suite.
F M G S u i t e | 3
We believe financial professionals deserve to focus on
what they love. They don’t love marketing.
We do.
We combine remarkable content and elegant
technology in an inspired marketing suite.
Every month, I meet with my marketing team and we talk about two things: how our own marketing is performing and how our clients’ marketing is doing.
We look at the practices that are generating the most leads for us and we decide which aspects of that strategy we want to turn into a broadcast. We think we know what we're talking about, right? Why wouldn’t we be the measuring stick?
In May, we did a broadcast called "6 Suite Hacks from 6 Sweet Advisors." It was an eye-opening experience. We based a whole presentation off amazing strategies our clients were employing.
They were doing things we weren’t even doing! We put together a white paper of their “hacks,” as the Millennials convinced me to call them.
After that, looking to our clients for innovations became second nature. We’ve created a portion of our website devoted to showcasing the best successes that our clients are experiencing.
The five advisors we look at in this broadcast don’t disappoint. They are creative and innovative advisors and professionals who understand that growing your business through digital marketing is not a choice, but a necessary challenge.
I hope you enjoy the presentation and this whitepaper. If you have any questions or want to connect I am on Twitter @craigfaulkner_.
Thanks, Craig Faulkner
Craig Faulkner, CEO of FMG Suite
A Word From Craig
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Hack 1: Rebrand With Concierge . . . . . . Pg 7
Hack 2: Third Part Tools . . . . . . . . . . . . . . . Pg 6
Hack 3: Design your First Impression . . . Pg 8
Hack 4: Pair With a Product . . . . . . . . . . . . Pg 10
Hack 5: Automate With Campaigns . . . . Pg 12
Hack 6: Get in Sync . . . . . . . . . . . . . . . . . . . . Pg 14
F M G S u i t e | 5
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The FMG Suite Concierge Design Service:
* Designed Sections
We create multiple sections to provide you a highly designed homepage.
* Personal Setup Calls
Over the course of 4 calls, get the personal service to meet your concierge needs.
* 1 Month to Complete
Concierge is geared to take just 4 weeks to redesign your homepage.
FMG Suite offers several Website Design Service options when signing up. Our newest option quickly growing in popularity is
Concierge.
Hack 1: Rebrand with Concierge
HACK SEQUENCE1. Use Video to Attract Your Ideal Client
2. Create a Visual Identity
3. Work with a website specialist
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Step 1: Use Video to Attract Your Ideal ClientOne of the best ways to attract your ideal
client is to portray them in a video. When a
person sees their demographic represented
in a video, they feel more confident that you
are the right advisor for them.
Step 2: Create a Visual IdentityIt is important that the design, color
scheme, and artwork on your site reflect
your message and persona. You've already
invited your ideal client with video. What
will your site need to look like to make that
same client feel more at home? If you feel
confused, skip to step three.
Step 3: Work with a Website SpecialistWhen you choose our Concierge Design
Service, you work one-on-one with a
Website Specialist who will help you express
your unique value proposition through your
website's homepage design.
The Best Way to Attract Your Ideal Client
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Some of FMG Suite's integrations
One of the best things about FMG Suite is how seamlessly it integrates with other programs. See what third party tools you
can incorporate into your automated marketing..
Hack 2: Third-Party Tools
HACK SEQUENCE1. Choose Your Platforms
2. Drip to Your Investigators
3. Schedule Them Right There
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Step 1: Choose Your PlatformsSites like Yelp and Thumbtack not only
give you a chance to reach more people
but also give you the opportunity to host
reviews (depending on your compliance
rules). There is a tendency to think of
social networking as limited to LinkedIn,
Facebook, and Twitter. But with a little
imagination, you can drastically expand
your reach.
Step 2: Drip to InvestigatorsWhile FMG Suite has a lot of great tools
and campaigns, sometimes you may want
an email campaign tailored exactly to your
specifications. We recommend using a
service like Signpost, which allows you to
design a simple drip campaign that will
keep you top of mind in your investigators'
minds.
Step 3: Schedule Them Right ThereWhen scheduling an appointment with a
prospective client, the easier you make it,
the more likely they are to take the next
step. We love the scheduling software
Appointy. It also easily integrates into your
FMG Suite website so clients and prospects
can book appointments online.
Turn Your FMG Suite Website Into a Homebase
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Prospects have completed over half of their initial online research online before they ever pick up the phone to talk to you.
Make sure your first impression is the right one.
Hack 3: Design your First Impression
HACK SEQUENCE1. Declare Your Mission
2. Introduce Yourself
3. Explain Your Plan
The FMG Suite Exclusive Design Service:
* 24 Exclusive Themes
Your website look uniquely you and custom built.
* An SEO Kickstart
Get started with SEO by connecting Google Analytics with your site.
* Your Very Own Team
Work closely with a Client Success Coordinator and designer to guide you through
the process.
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Step 1: Declare Your MissionYour mission statement is where you explain
why you do what you do. What is important
to you? What do you consider important
for achieving success? When someone
understands your motivation they are much
more likely to work with you.
Step 2: Introduce YourselfDon't be afraid to get personal in your
bio. While putting your accomplishments,
awards, and accolades in your bio will
help establish expertise, don't forget to be
personable, too! Including your passion
for woodworking or golf can establish an
immediate bond with a prospect if they
share your interests.
Step 3: Explain Your PlanExpressing how you will treat a client and
achieve their goals one they begin working
with you is an incredible strategy. By giving
them a glimpse into your process, you invite
investigators to take action and begin to
work with you right away.
Take Your Marketing to the Next Level With Our Exclusive Setup
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When you are marketing your financial services, the best practice is to pair them with great client service.
Hack 4: Pair With a Product
HACK SEQUENCE1. Identify Niche Needs
2. Establish the Content's Value
3. Follow Up with Your Amazing Service
Want a Ready-Made Content Product?
Try the FMG Suite Mobile App:
* Send Push Notifications
* Easy Communication Options
* Clients Can Access Their Accounts
* Packed with Videos
F M G S u i t e | 1 3
Step 1: Identify Niche NeedsWhat types of content does your ideal client
need the most? Don't be afraid to think
outside of the box. It could be an article, but
it could also be a checklist or infographic.
Consider any format or medium you think
may inspire them to take action.
Step 2: Establish the Content's ValueEven if you are giving a service or piece of
content away for free, it is important clients
and prospects recognize the true value.
While they might not be giving you money
for it, they are exchanging their information
and permission to be marketed to. Listing
the elements of the item can help make it
seem more valuable.
Step 3: Follow Up With Amazing ServiceOnce you get someone's email address,
use it strategically to provide them with
great service and content. Try to remain
consistent in your communication schedule.
Draw Them In With Insight Rich Content Products
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Using automated campaigns to reach your audience is one of the best ways to exponentially increase your 1:1 marketing.
Hack 5: Automate Your Campaigns
HACK SEQUENCE1. Provide Relevant Content
2. Grow Your Permissions List
3. Schedule Follow-Ups
FMG Suite Campaigns:
* Automated “smart” marketing
* Strategic, automated, and targeted email and social media campaigns
* Educational video campaigns to encourage engagement
* Birthday and holiday campaigns to build strong relationships
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Step 1: Provide Relevant ContentContent doesn't just need to be packed with
insights; it must also be timely. Our Monthly
Market Insights campaign provides your
clients and prospects with timely market
insights every month. Your contacts will see
you as a source for education and financial
guidance.
Step 2: Grow Your Permissions ListAfter you have launched your campaigns,
use email and social marketing to reach out
to new leads and send them to your sign up.
Once they give you their email, you'll have
more opportunities to engage them.
Step 3: Schedule Follow-UpsWhile automating your campaigns can
increase your reach, it's crucial that you put
time on your calendar to follow up with
prospects one-on-one. Use your FMG Suite
analytics to see who is opening and reading
your campaigns and follow up with a phone
call or personal email.
FMG Suite Campaigns Are Brand New!
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The FMG Suite/Redtail integration:
* Work hand-in-hand to help you strategically target your ideal client
base
* Make it easier to maintain strong relationships with clients
* Manage and keep your client information up-to-date in one location
HACK SEQUENCE: 1. Sign Up For Redtail
2. Sync Your Contacts
3. Drive Leads to the CRM
We recently launched our integration with Redtail CRM and our advisors are already benefiting! Don't miss out on this great
opportunity.
Hack 6: Get in Sync
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Step 1: Sign Up for RedtailWe have joined forces with the leading
CRM for independent advisors, Redtail
Technology, to help financial advisors
accomplish more and see greater results in
less time. Sync your contacts and manage
your campaigns with a few clicks of a
button, ensuring you stay engaged and
connected with your prospects and clients.
Step 2: Sync Your ContactsTo integrate FMG Suite with Redtail CRM,
log into the FMG Suite dashboard and
navigate to "Contacts." Click the small gear
on the right and choose "Sync Redtail CRM."
Make sure you have all of your contacts
captured on Redtail before you sync. You
should download a copy of your list just to
be safe.
Step 3: Drive Leads to the CRMAutomatically drop prospects who fill out
forms on your website into your Redtail
Tailwag to keep all of your leads in one
organized place.
Redtail is the #1 CRM for Advisors
Click Here toRequest a Demo
(858) 251.2400
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