A calendar is a marketing necessity. It helps you plan out your marketing content for months in advance, stay consistent, and keep track of your strategies and results. Learn how to schedule a robust marketing calendar for the year ahead.
https://fmgsuite.com/broadcast/public/your-2016-marketing-calendar-streamlined-and-ready/
9. Personas allow you to strategically
categorize your clients so you can
relate to them as human beings with
unique needs and goals.
10. Robert Ilene Dr. Wilson
Male Female Male
70 years old 55 years old 48 years old
Retired Working (Executive) Working (Medical)
Married Divorced Married
3 kids (35, 31, 26); 4 grandkids 2 kids (22, 26) 2 kids (14, 16)
Online daily Online daily Online daily
$2mil net worth $1mil net worth $2mil net worth
Interesting side notes:
● Has 2nd home
● Just bought a Tesla
● Has affluent dog
● Uses internet to look into
travel, politics, and his hobby.
Interesting side notes:
● She takes care of her mother
● She has a boyfriend
● Her financial future is complicated and unclear
● She grew up with some money
● She has an inheritance coming
Interesting side notes:
● His wife is a professional CPA
● He’s a big fan of son’s H.S. football
team
● He gives to his Alma Mater and was in
a fraternity
● He is a small business owner
Would show up for presentation on:
● Estate planning
● Long Term Care
● Tax reduction
● Charitable giving
● High yield
Would show up for presentation on:
● Annuities
● Long Term Care
● Protecting wealth
● Empowerment
● Women specific events
Would show up for presentation on:
● Retirement planning
● College planning
● Alternative investments
● Tax advantages
11. Robert Ilene Dr. Wilson
Male Female Male
70 years old 55 years old 48 years old
Retired Working (Executive) Working (Medical)
Married Divorced Married
3 kids (35, 31, 26); 4 grandkids 2 kids (22, 26) 2 kids (14, 16)
Online daily Online daily Online daily
$2mil net worth $1mil net worth $2mil net worth
Interesting side notes:
● Has 2nd home
● Just bought a Tesla
● Has affluent dog
● Uses internet to look into
travel, politics, and his hobby.
Interesting side notes:
● She takes care of her mother
● She has a boyfriend
● Her financial future is complicated and unclear
● She grew up with some money
● She has an inheritance coming
Interesting side notes:
● His wife is a professional CPA
● He’s a big fan of son’s H.S. football
team
● He gives to his Alma Mater and was in
a fraternity
● He is a small business owner
Would show up for presentation on:
● Estate planning
● Long Term Care
● Tax reduction
● Charitable giving
● High yield
Would show up for presentation on:
● Annuities
● Long Term Care
● Protecting wealth
● Empowerment
● Women specific events
Would show up for presentation on:
● Retirement planning
● College planning
● Alternative investments
● Tax advantages
16. FMG Suite
Matters
When you know what
matters to your audience
you know what “matters”
to focus on
Our 7 Matters:
Retirement
Investment
Insurance
Estate
Tax
Money
Lifestyle
17.
18. The 3 Types of Content
PersonalEvergreenTopical
cjf
Take for example a financial advisor. He wants to spend time working with clients, but these days he feels pressure to create a website, do email campaigns, get involved in social media, and on and on. It is consuming and confusing.
cjf
Take for example a financial advisor. He wants to spend time working with clients, but these days he feels pressure to create a website, do email campaigns, get involved in social media, and on and on. It is consuming and confusing.
Download your FREE “2016 Marketing Calendar Guide”
Choose Content That Matches Your Expertise and Interests
Share What You Are Reading and Learning
Interact With the Thought Leaders in Your Field
Contribute to the Larger Conversation
We have developed a persona framework template that you can use to build your client personas!
We have developed a persona framework template that you can use to build your client personas!
Use the content slider to personalize your video feed.
A great tool to establish your area of expertise
Choose one e-reader and follow experts
Connect it to your social channels
Spend a few minutes every day reading articles
Make comments and post them right from your phone
How to Curate on Flipboard:
Search for Content
Follow What Interests You
Flip Into a Magazine
Share on Social Media
Go to: about.flipboard.com/tutorials
Determine the topics that your ideal customer is most interested in
Provide longer informative articles that won’t lose value over time. That stay fresh.
Share videos that explain complex concepts and offer real insight
Common evergreen formats you might consider are...
Lists
Top Tips
Instructional “How To” Tutorials
Encyclopedia-esque Articles
Presentations
Videos (DEMO VIDEO CLICK ON LINK)
Evergreen Content:
Keyword Rich
Longer Word Count
Matches Up With “About Us”
Comprehensive
Content that Never Expires
Easy to Share
Creates a “Long-Tail”
For example here is a site that is using evergreen content. (image links to
Plus they have created a lot of evergreen specific to their niche.
http://www.crnafinancialplanning.com/
Trying to be something you aren’t — not being “authentic” or “genuine”– will build a facade that could crumble in the face of an actual client.
Customers need to trust you; to create a long-term, mutually-beneficial relationship.
http://fmgsuite.com/market-in-motion/cruising-with-craig-video-1-of-3/
1:25 - 2:17
Personal Content Checklist:
Share your hobbies and interests
Share personals goals and ideas
Be transparent
Stay professional
Reply to social responses
Use the ‘First Person’ when writing
You need to make sure that your content is seen and you are pushing out to the various social media platforms. The channels to help drive your marketing.
Channels is social, email, blog that is all anchored back to your “Marketing Hub.”
Teaser alert on upcoming live broadcast-Social Content ( what types of content and focus for each social media platform)
http://www.latitudefinancialgroup.com/ - great blog and awards page
During this presentation I am going to refer to aspects of my company’s main product, the FMG Suite.
However, the principles I cover are important to everyone.
At the end of the presentation I am going to offer you some serious savings on starting your own FMG Suite
But if you want to use other solutions, we can help with that too!
Mark Twain
Remember the plan should ALWAYS be to…
Consider your audience—who you are sending to)
Your content mix—what will you create and/or curate
Marketing channels—where you will send when and how much.
Schedule Checklist:
List events, holidays, conferences and anything else that might affect content
List Your Content by Matter, Audience and Type
Establish your frequency for each channel
Define your cadence (tone, style) for each channel
Define delivery dates for your team
Plan themes for each month
Determine your budget and track your ROI
If it is not you who manages the calendar. YOU will need to determine who will do this.
(Hint: It’s never me)
We have developed this handy dandy calendar for you to use!
This is a sample calendar that we have added a color coded legend. (website updates,
Schedule Checklist:
List events, holidays, conferences and anything else that might affect content
List Your Content by Matter, Audience and Type
Establish your frequency for each channel
Define your cadence (tone, style) for each channel
Define delivery dates for your team
Plan themes for each month
Determine your budget and track your ROI
Download your FREE “2016 Marketing Calendar Guide”
http://www.pacificcapitalinvestments.com/ - a really incredible custom video on their Who We Are page
http://www.latitudefinancialgroup.com/ - great blog and awards page
http://www.acumenwealthadvisors.com/ - strong home page imagery
http://www.batonrougefinancialgroup.com/ - uses social media