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Do it For Me Marketing


Spend your time serving clients and enjoying your life. 
Get your marketing and digital client communication off your plate!

BEST FOR: Advisors/firms who want to outsource more of their marketing and digital communication, be involved and/or customize as they please, with a high-end, cohesive, more exclusive, content and marketing/communication system to retain and grow, that works with or without them!

As a Do it For Me "DIFM" Marketing client, you/your firm will benefit from:

Successful, consistent results overtime.

  • Based on proven marketing best practices for email, social media, webinars/events, blogging and more, you and your firm will experience:
    • Increased client engagement and education = increased retention and wallet share!
    • Increased referrals and word of mouth growth from clients, contacts and COIs!
    • Increased number of social media followers and engagement = top of mind awareness = prospect conversion, trust and referrals!
    • Increased prospect conversions from consistent communication and exposure to build trust!
    • Enhanced personal and firm brand awareness and perception = more exposure = growth!
    • More TIME and peace of mind to focus on other important activities in your business and life!



“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


A Dedicated Team including your "Do it For Me Concierge" to Guide, Direct and Execute for You 
(or with you/your staff).

  • Work with the Do it For Me onboarding team to set up and maximize your tools, and understand your objectives. 
  • Your Dedicated Concierge will then guide you/your firm through the content and monthly strategic calendar, and execute for you!
  • You'll meet monthly to review prior month's activities, analytics and results, and discuss the upcoming month's calendar (with plenty of time to make adjustments and personalize before it's executed for you)
  • You'll let them know when you have NEW clients to add to a New Client Welcome Email Sequence, birthdays 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



Exclusive Do it For Me Content with a New Strategic Marketing Calendar Every Month.

  • Demonstrate your thought leadership to your clients, contacts, COI, prospects, next generation and beyond with compliance friendly content, written with the High-Net-Worth audience in mind ONLY available to Do it For Me clients, created by seasoned marketing experts Susan Theder and Samantha Russell (over 42 years combined marketing experience specifically in the financial services industry!)



  • Keep your firm on the mind of your clients, prospects and strategic partners (COIs), to build trust to convert and retain clients, increase your share of wallet and referrals, while leaving the content, marketing strategy and execution to the experts!

Includes:

  • An announcement to clients, prospects/contacts, and COI of your enhanced, proactive approach, while planting referral seeds, then we'll keep you consistent with following through with...
  • Authentic, intentional and timely emails specifically versioned for clients, prospects and COIs
  • Engaging social media posts for LinkedIn, Facebook and Instagram (based on what your compliance allows)
  • Timely and informative blog content, SEO optimized when you have an FMG website
  • An enhanced new client email sequence to create raving fans, while growing your COI referral sources and keeping the next generation
  • Event ideas and materials
  • Podcast and webinar scripts
  • Short Video scripts to personalize content
  • Prospecting campaigns
  • COI (CPAs, attorneys, etc.) email campaigns
  • Monthly marketing tips you can opt in or out of, based on your time and desire, for events, gift ideas and more
  • Easy access to past Do it For Me content to swap or add to your strategy
  • The ability to personalize and customize content as you please, we encourage it!

Click here for a 4 minute overview of Do it For Me Marketing with Samantha Russell!



“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 last year.
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.”

                                                            - Chevonne Farler, TBH Advisors, Do it For Me Marketing Client


See below for a past Do it For Me content calendar*
*Released at least 2 weeks ahead of time so you have plenty of time to review and personalize.
To see specific content examples, schedule a meeting here

Specifically, the calendar will include:

  • Emails and social posts that leverage:
    • Both financial news and educational topics likely to get shared, plus 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...).
    • Lifestyle topics to connect with common client interests such as top summer vacation spots, BBQ tips, and other timely topics like 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 when you have an FMG website, and can be shared via social media as well upon request.

  • Optional components: emails for announcing your enhanced communication, targeting family members and next generation, marketing tips, podcast and video script ideas.

  • Easy access to past content for emails and blogs to add or swap out.

“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

Outside of the calendar, as financial or worldly events occur that would concern or interest your clients and prospects, a Do it For Me only email will be written, you'll approve and will be emailed for you right away! Assure clients, prospects and your network you’re on top of these events, for continued retention and referrals! (without lifting a finger!)

Compliance Trained AI for Email, Social media and Blogs*
*When you have an FMG website

Now included for when you want your own custom content, ask your Concierge to train you on how to prompt and use the tools!

Additional Campaigns, Content and Assistance to Grow your Business:

  • Prospecting and Nurturing campaigns:
    • Prospect, business owner, and other targeted audience/subject email sequences written only for Do it For Me clients
    • Automated email newsletters for business owners, life stages, the next generation, interests like Social Security, Cybersecurity, Medicare and more to choose from.
    • Quarterly referral/seasonal email to check in on changes and gently plant a seed to refer you!

  • Centers of Influence content/campaigns: targeted content to develop COIs relationships in multiple ways.

  • Website Assist*: When you have an FMG website, get website support (ie: minor edits) and guidance with using FMG interactive lead magnets with eBooks, a quiz and enhanced calls to action to maximize your FMG website.
    *A complete website strategy is not provided.

  • Event Assist: Four times per year, get assistance with suggested events (or your own when you provide the content), with creating 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, Tax Planning Strategies, Half-time report, State of the Markets presentations, a Year-End Report, Shred Event and more).

  • Email Assist: Get two emails you write and create per month emailed for you - must be provided in final form to your Concierge. 

  • Social Assist: Get two social posts you write and create per month posted for you- must be provided in final form to your Concierge.

  • The opportunity to add "Additional Advisor Accounts" for your team members/advisors to have a separate account with the same email/social media content and automated campaigns as your account, for direct communication/social posts, they'll manage on their own.

 

Hear Do it For Me Marketing clients sharing their results and experience:

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