As a Do it For Me "DIFM" Marketing client, you'll benefit from:
Access to FMG's "5 Star Exclusive Do it For Me" Content and Strategic Marketing Calendar.
- Demonstrate your thought leadership with authentic emails, engaging social posts, and timely blog content, all designed and written
only for DIFM clients by our expert marketing thought leaders, Susan Theder and Samantha Russell. - Personalize and customize the DIFM content as you please, we encourage it!
- Receive monthly marketing tips you can opt in or out of, based on your time and desire.
- Keep your firm on the mind of your clients, prospects and strategic partners, to retain, increase your share of wallet and referrals, while leaving the content and marketing strategy to the experts!
A Dedicated Concierge to Guide You and Execute for You (or with you).
- You'll work with the DIFM onboarding team to help set up and maximize your dashboard, and understand your objectives.
- You'll then have a Dedicated Concierge contact to guide you through the content and monthly strategic plan.
- You'll meet monthly to review the prior month's activities, analytics and results, and discuss the upcoming month's strategically planned calendar (with plenty of time to make adjustments).
- You'll let them know when you have NEW clients to add to the New Client Welcome Sequence and communication systems, to ensure you're providing the best experience to create raving fans!
"Most clients have come from an advisor that didn't communicate well with them.
Create a better experience for them than what they had before.
This business is about service- bring your A game- referrals and share of wallet will come"
- Corey Heimensen, Heimensen Wealth Advisors, Do it For Me Marketing and Website Client
Click below to review the past January 2024 calendar with content samples (for sample purposes only).
January 2024 DIFM Strategic Calendar
See below for what's being executed for April 2024!
“Prospects that I have been continuously dripping on for the last 15 months,
now for this quarter, are starting to sign on.
I have done more in production since the beginning of January this year than I did in all of 2022.
It is working…I am on track to double my entire production from last year to this year if I keep going at this rate.
And I would say that it’s DIFM.”
- Chevonne Farler, TBH Advisors, Do it For Me Marketing Client
A Short Video from Expert Marketing Thought Leaders Highlighting the Monthly DIFM Strategy.
Learn quickly about strategy and content choices for the month, with additional marketing tips you can do on your own.
Click below for the actual video of what's coming up for the May 2024 strategy:
May 2024 DIFM Strategy Video
Specifically, the DIFM calendar will include:
- At a high level, the DIFM monthly content strategy will deliver fresh, new content for 2-3 emails, 12-20 social posts, and 2 blogs each month (in addition to the recommended Monthly Market Insights video email/post and Video on the Month campaigns). This will give you a consistent and effective client email communication strategy, with an active and engaging social media presence.
- Content that is based on our expert Thought Leaders years of working both as advisors, and with advisors, and understanding what performs and engages clients in email and social media. Everything can be edited, and you can opt-out of anything that doesn’t feel like you.
- At least one financial planning-related email and social post (e.g. 5 biggest estate planning mistakes; best types of trusts for avoiding taxes, etc.)
- Emails and social posts that leverage monthly events and holidays to provide meaningful touch-points (e.g., Mother's day, Juneteenth, Women's History Month, memorial day, love your dog day...).
- Emails and social posts that are about lifestyle topics that connect with common client interests such as top summer vacation spots, summer book list, BBQ tips, and other timely topics such as the Olympics, Golf, favorite phone apps, etc. - these show your personality and typically get more engagement than your financial oriented communications.
- Blogs that are aimed at being helpful and informative, optimized for SEO and can be shared via social media as well upon request.
“As far as social media goes, I know that my clients are looking because the ones that are connected,
I see them looking and commenting. I’m getting much more views on my LinkedIn and Facebook now.
90% of my growth comes from client referrals.
I will guarantee you that of the referrals who call my office, 90% of them have been on my social pages.
If my website was boring and old, I don’t know if they would call me. I feel that is where it’s helping.”
- Beth Blecker, Eastern Planning Inc, Do it For Me Marketing and Website Client
Timely content as news breaks emailed for you.
- As events occur on the market or world that would concern or interest your clients and prospects, a DIFM only email will be written and emailed to you for approval, then emailed/posted for you right away.
- Assuring your clients, prospects and network you’re on top of these events, will ensure continued retention and referrals!
DIFM Dec2023 Timely Email Fed Keeps Rates Steady
Additional Campaigns, Content and Assistance You Can Opt in For to Grow your Business:
- Prospecting campaigns: blogs and emails monthly (and you'll have access to past content) that are designed to elicit a response from prospects and build you as a thought leader while keeping you top of mind, as well as specific niche campaigns for small business owners, pre-retirees, and even a campaign aimed at buying another advisor's business.
- Nurturing prospects: each month new prospects can be added to our email nurture system to keep you top of mind and help increase conversion rates, and well as a specific prospecting email sequence.
- Centers of Influence content: targeted content to COIs linked on your DIFM calendar that encourages introductions (like for CPA, attorneys, business owners, personal contacts, etc.).
- Generating referrals: If you choose, a quarterly email can be sent that gently plants seeds for clients to referrals with a form, in addition to all the communication in place to stay top of mind for referrals.
- Hosting Quarterly Events/Webinars: take advantage of our pre-produced webinar and event options with presentations and event ideas/materials like the Halftime Report, Tax Planning Strategies, a Year-End Report, Shred Event and more, and/or get help to promote your own original event by leveraging our event automation sequences to promote and manage attendance.
- Leveraging lead magnets on your website: get help identifying lead magnets you can use on your FMG website.
- Premium Content and Campaigns included to leverage as desired, for presentations, eBooks/guides, checklists and more, plus 7+ Automated email/social media campaigns*.
*Campaigns recommended as part of your Do it For Me monthly strategy: Happy Birthday email, Monthly Market Insight email/post and Video of the Month email campaigns, which will also help drive traffic to your FMG website. - The opportunity to add "Additional Advisor Accounts" for only $99 per Month*: Your team members/advisors will have a separate log in/account with the same email/social media content and automated campaigns as your main account, for significantly less than on their own, to email their own clients/prospects and post to their own social media accounts. NOTE: This add-on is self-managed.by the advisor/team member, a Marketing Specialist to say "do it for me" is NOT included without a full subscription on their own.
*Must be on the same billing.
Additional Support Provided as Needed.
- Email Assist: Two emails you write and create per month sent out for you - must be provided in final form to your Concierge.
- Social Assist: Two social posts you write and create per month posted for you - must be provided in final form to your Concierge.
- Website Assist: When you have an FMG website, get basic website support (ie: minor edits) and guidance with using FMG interactive website forms; NOTE: A complete website strategy is not provided.
- Event Assist: Four times per year, you have the option to get assistance with suggested events (or your own when you provide the content), with help to create an event page for RSVP's (on it's own or as part of your FMG website) and guidance with FMG resources available to conduct and/or promote the event (for example: client events, Half-time report, State of the Markets events).
Successful results you can expect overtime.
Based on proven marketing best practices related to Email, Social Media, Webinars/Events, and Blogging - which is what DIFM Marketing encompasses - you can expect:
- Increased client engagement
- Increased share of wallet from existing clients
- Increased referrals
- Increased number of social media followers and engagement
- Increase prospect conversions by staying top of mind/top of consideration set of prospects in your pipeline as a result of consistent social, email and blogging
- Increased personal and firm brand awareness and perception through the combination of consistent quality social, email, blog and webinar activities
- Increased TIME to focus on other important activities in your business and life!
Click here to see what Do it For Me Marketing clients are saying about their results!
“As an advisor and a business owner, there's a lot of commodities out there I can get more of.
I can get more clients and revenue, granted, I believe I'll get more clients faster with a professional marketing plan and a system.
But there is one commodity or currency out there that I can't create more of, which is our time.
This is the first time in a long time where I've entered into a program and it's actually saved me time.
You have effectively created time for us!”
- Doug Howes, Sapphire Wealth Management, Do it For Me Marketing and Website Client
Hear LIVE Do it For Me Marketing clients sharing their results and experience:
- Click here for a quick video of Kim Chorney, from Madison Financial sharing her experience, and for even more details on how she personalizing the Do it For Me content and strategy, click here for a webinar replay to hear Kim's Marketing Success Story!.
- Click here for a webinar sharing what to successfully insource/outsource in your marketing with Corey Heimensen, a highly successful advisor from Heimensen Wealth Advisors and Do it For Me Marketing client!
- Click here for a webinar sharing how Chevonne Farler has leveraged DIFM to elevate her marketing success, boost her email marketing to 60-70% open rates 🤩, use content “as is” or customize to fit her brand/voice, and grow her business!
- Click here for a webinar with Beth Blecker on why she chose the “Do It For Me” (DIFM) program, the impact and growth she’s seen in her business, with saved time and money, the content mix with the Canva integration to help boost more social media engagement and more!