
7 Steps to Building an Effective Marketing Plan
Starts with your core idea – who you are and why you do what you do.
- Set Business Goals
- Identify Your Target Audience
- Identify Strategies, Tactics and Budget
- Build the Assets You Need
- Identify Key Success Metrics
- Execute
- Evaluate Performance
CREATING YOUR BRAND SUPPORT & RESOURCES
Customized First Financial Group Collateral
We'll provide you with Business Cards, Email Signature and Letterhead; as well as Branded FFG Ecosystem One Pagers to showcase all the unique strategies and services FFG provides.

Basic Digital Presence
All FFG reps have a free interactive Branding Page on the FFG website featuring their bio, a photo and contact information.
SOCIAL MEDIA SUPPORT & RESOURCES

Marketing Suite
Marketing Suite is our social media publishing platform, powered by FMG Suite. Social publishing with Marketing Suite provides a modern, streamlined marketing experience that will help improve productivity and drive business. Marketing Suite social publishing includes:
- The ability to share content to your approved social media accounts
- A content library full of approved and third-party content.
- Personalized landing pages for those who do not currently have a website. This is a one-page website that contains your contact info, bio, a form to contact you, and the ability to include up to three call-to-action buttons.
- A Proofpoint integration to facilitate the compliance review process for social posts.
Creative Ways to Maximize Your Social Media Profile and Brand
Today’s Digital World requires you to be social media savvy! Using tutorials and resources, we'll give you the Tips, Tricks & Hacks to fully take advantage of and maximize your Social Media brand and presence.
PROSPECTING SUPPORT & TOOLS
Creative Methods to Maximize Your Social Media Prospecting
We'll help you Optimize the Power of Social Media by teaching you to:
- Create a systematic process that allows you to connect with prospects you’re interested in working with.
- Leverage multiple touch points that will warm up your connections
- Find and engage with Ideal Connections
- Immerse Yourself in an Industry or Profession to Attract Prospects
- Write messages that get responses
- Start Conversations with Prospects
- Clean-up your Accounts so they don't get Locked
Building a Market with My Name Flow
My NameFlow builds a new Financial Advisor’s Prospect list exponentially. 6 Months Free for New Advisors.
KEY FEATURES
- Automatically uploads names from your online accounts
- Grows your list by monitoring your accounts for names
- Sends your names an engaging monthly newsletter
- Uses trending analysis to identify relevant articles
- Reports who is clicking on articles so you know who to engage
- Identifies life events (marriage, kids, homebuyers)
- Simplifies the referral process
EMAIL & DIRECT MAIL SUPPORT & RESOURCES

FMG Suite Persona Dashboard
- Personalized email and social tools, including automated social media posts and customizable newsletters.
- Comprehensive email and social metrics (email templates include: Appointment Reminder, First Meeting Checklist, Following Up After an Appointment, Ask for Referrals, and more!)
- Event invitations, registration tools and tracking analytics.
- FMG Suite’s pre-built campaigns for automated marketing can save you time and keep your clients and prospects engaged.
- Automated Campaigns include, Birthday/Holiday newsletters, Market Update newsletters, Video of the Month and more.
Virtually Financial Webinar Series
To continue to help support in serving our clients and their families, FFG is partnering with industry specialists for a webinar series designed to help our clients navigate uncertain times.
- Subject matter appropriate for both Individual clients and Business clients
- Our Jan. 2022 Event already has 350 Registrants
- You’ll be trained how to invite and follow up with your contacts, as well as grow your prospect list by utilizing these complimentary sessions.
PREVIOUS WEBINAR ANALYTICS

Career Announcement Video, Social Media Post & Email Campaigns
We'll help you create an email/video/social media post announcing their new position and why they chose FFG in an elegant and branded fashion.

MarketEDGE360
Driving Activity and Engagement for Your Practice
MarketEDGE360 can help you drive activity for your practice and stay top of mind with your contacts, regardless of where you are in your practice development. This premier activity-generating platform was created for the Field and by the Field. MarketEDGE360 offers you instant access to a comprehensive portfolio of Compliance approved, highly personalized communications that you can customize at the local level, at a fraction of the cost of similar systems.
BUSINESS OPERATIONS TOOLS & BEST PRACTICES
Advisor Resource Center
Internal resource center with best practice tutorials and resources to help new financial advisors market themselves and provide their clients and prospects with the information they need.
FFG RESOURCE HUB
First Financial Group's SharePoint Intranet. Features timely updates, FAQs, Training Replays, Firm Directory and much more!
Microsoft Bookings
Appointment Setting made easy! Embeddable in your email signature or website/branding page, and you can email booking links directly to your clients/prospects!