6suite HACKS

Real strategies to grow your business with automated marketing

MORE

2 | F M G S u i t e : 6 M o r e S u i t e H a c k s

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

4 | F M G S u i t e : 6 M o r e S u i t e H a c k s

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

6 | F M G S u i t e : 6 M o r e S u i t e H a c k s

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

F M G S u i t e | 7

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

8 | F M G S u i t e : 6 M o r e S u i t e H a c k s

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

F M G S u i t e | 9

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

1 0 | F M G S u i t e : 6 M o r e S u i t e H a c k s

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.

F M G S u i t e | 1 1

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

1 2 | F M G S u i t e : 6 M o r e S u i t e H a c k s

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

1 4 | F M G S u i t e : 6 M o r e S u i t e H a c k s

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

F M G S u i t e | 1 5

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!

1 6 | F M G S u i t e : 6 M o r e S u i t e H a c k s

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

F M G S u i t e | 1 7

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

START SIMPLE! START TODAY!Start generating leads with FMG Suite

OR CALL