Broker Check

7 Steps to Building an Effective Marketing Plan

Starts with your core idea – who you are and why you do what you do.

  1. Set Business Goals
  2. Identify Your Target Audience
  3. Identify Strategies, Tactics and Budget
  4. Build the Assets You Need
  5. Identify Key Success Metrics
  6. Execute
  7. Evaluate Performance

CREATING YOUR BRAND SUPPORT & RESOURCES

Customized First Financial Group Collateral 

We'll provide you with your basic Marketing Kit which includes Business Cards, Email Signature, Letterhead, Bio Sheet and Digital Branding Page. As you become confident speaking to the solutions FFG can offer to your clients, you will receive a Branded FFG Solutions One Pagers and other, more advanced branded materials.


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

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

MyNameFlow 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 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.



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.

Visit the Resource Center

FFG RESOURCE HUB

First Financial Group's SharePoint Intranet. Features timely updates, FAQs, Training Replays, Firm Directory and much more!

Check Out the Hub!

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