Do it For Me Marketing
Get More Off Your Plate!
PLUS Compliance Trained AI!
Exclusive, High-Net-Worth Focused Content Strategy & Monthly Calendar
Written Only for Do it For Me Clients
(plus all of Premium Marketing)
A Dedicated Marketing Team & Concierge Who Executes For You!
(or with you/your team)
BEST FOR:
Advisors/firms who want to outsource their marketing, be involved or customize as they please, with access to the most unique, exclusive content.
Premium Marketing
+ Automated Campaigns, AI & Events
PLUS Compliance Trained AI!
Premium Content Library with Presentations, eBooks, Instagram content and More.
(plus all of Essential Marketing)
Your choice of Automated Campaigns & Sequences
to "Set it and Forget it"
BEST FOR:
Advisors/firms who just want their marketing/communication automated, with the option to select and use content when they want!
Essential Marketing
"Do it Yourself" Tools & Content
PLUS your "RI" (Real Intelligence)
A Library of Timely, Educational Content and Resources for email, social media and more.
(+ compliance integration if available)
You'll choose and initiate
the content to use for all of your marketing efforts!
BEST FOR:
Advisors who have the free time and desire, and/or an assistant to manage and initiate their own marketing.
Pair with an FMG Website for a Fully Integrated System & Digital Spaghetti!
Many advisors make the mistake of having their website with one provider and their marketing/content with another, and they don't talk, compliment or benefit each other. Kind of like serving peanut butter with spaghetti.
Do yourself a favor... have ONE password, leave the peanut butter to the jelly, and enjoy incredible marinara sauce with your spaghetti to create a recipe for success!