Connect™ Optimization Checklist

Optimize Your Website

Launch Your Website.

Your website acts as a home base for all your marketing activity.

Show me how

Create a Team Page on your website.

A great about us / team bios page helps clients and prospects connect with you.

Show me how

Set up Google Analytics to monitor your website traffic.

Complete this step to view, measure, and analyze your web performance.

Show me how

Optimize Your Communication Tools

Upload your contacts.

Sync your CRM instead. Show me how

Completing this step will allow you to send email and stay in touch with your clients.

Show me how

Connect all of your social media accounts.*

Connecting your accounts will allow you to easily share our content online.

Show me how

Customize your email template with your branding and logo.*

This step will strengthen your brand and keep you top of mind with every email.

Show me how

Select 8-10 of your favorite pieces from the content library.

Earmark the content pieces you’ll send to your clients most often.

Show me how

Add birthdays for all of your contacts.

Deepen client relationships with friendly, automated birthday greetings.

Show me how

Optimize Your Campaigns

Activate the Video of the Month campaign.

Maintain client engagement with an automatically-sent video every month.

Show me how

Activate the Social Foundation campaign.*

Pre-written social sequences help you build a strong presence on social media.

Show me how

Activate the Monthly Market Insights campaign.

Send a monthly video and written market commentary discussing current events.

Show me how

Activate the Happy Birthday campaign.

Never miss a client’s birthday again, thanks to this automated campaign.

Show me how

Activate the Holiday campaign.

Show your clients that you care and keep in touch throughout the year.

Show me how

* Many broker-dealers regulate the use of social and email tools. If you’re unable to access these tools through your dashboard, it’s likely that your broker-dealer has chosen a different email and social media solution.

Connect with a Customer Service Representative today
(858) 251-2420

FMG Suite Knowledge Base

Have a question? We have a library of answers. Browse through our comprehensive range of helpful articles, tutorials, and resources to find the answers you need.

Check it Out