Do It For Me Program
An Outsourced Marketing Program for Financial Advisors, RIAs, and Wealth Managers.
Is marketing your financial practice falling to the back burner?
FMG's Do It For Me Program pairs you with a dedicated Marketing Concierge who executes an exclusive content calendar on your behalf, so your presence never goes quiet.
What Does the Do It For Me Program Include?
FMG’s Do It For Me Program is a done-for-you outsourced content marketing service for financial advisors. You share your feedback and preferences. We handle everything else.
Exclusive Monthly Content Calendar
You get a monthly, relevance-first content calendar that runs every month so your clients hear from you consistently, not just when you have time.
Dedicated Marketing Concierge
Your dedicated Marketing Concierge reviews the calendar with you each month, incorporates your feedback, and executes everything on your behalf.
Monthly Reviews That Keep Everything Moving
A monthly call keeps the program running smoothly. Your Marketing Concierge comes prepared. You approve what goes out, and the rest is handled on your behalf.
Monthly Marketing Strategy
A Calendar of New Marketing Activities Every Month
Every piece of content in the Do It For Me Program calendar is developed by Susan Theder, FMG’s Chief Marketing and Experience Officer, and Samantha Russell, Chief Evangelist, two of the most recognized voices in financial services marketing, with decades of combined experience.
Each month, they define the theme, identify the topics most likely to drive engagement, and develop the content strategically. When breaking news hits, they write timely content that goes out within hours so your clients hear from you first.
Every calendar is shaped by direct feedback from the Do It For Me Advisory Board, a group of active advisors in the program who share what’s actually resonating with their clients.
The result is a content calendar built for how advisors market today, engineered for AI search, optimized for social algorithms, and written specifically for the financial services audience.
A typical month includes:
- 2 to 4 client and prospect emails covering financial planning topics, observances, and lifestyle content your clients actually want to read
- 5 to 8 social posts platform-optimized content for LinkedIn and Instagram, written to spark engagement
- 1 webinar or podcast outline built around the month's theme, ready to present or record as-is
- 1 to 2 SEO and AEO-optimized blogs built around the exact questions your clients and prospects are searching
- 1 video script ready-to-record so you can add a personal touch with no prep required
- 1 marketing tip to get more out of your marketing with a unique, actionable idea
- Timely breaking news emails written and ready to send within hours of major market events to keep your clients informed
- 2x a Week Social Assists. Monday and Wednesday so you stay visible between major sends
- 2-4 COI Emails show CPAs, attorneys, and other professionals exactly where a financial topic intersects with their clients' lives, creating a natural reason to refer
Beyond the monthly cadence, your calendar includes strategic marketing touchpoints designed to drive results:
- Quarterly referral email that gently prompts existing clients for introductions
- Quarterly webinar promotion with pre-built slides, invitation emails, and promotional posts so you can host a client event without building anything from scratch
- Niche campaigns for audiences like small business owners, pre-retirees, and other client segments you're actively trying to grow
- Prospect nurture sequences to steadily share relevant content, keeping pipeline contacts warm until they're ready to have a conversation
- A New Client Welcome Series that makes every new client feel like they made the right choice from day one
Do It For Me Program emails average a 47% open rate
More than double the industry average of 21% — because the content is built for the financial services audience by experts who live in it every day.
Streamlined Execution
Your Own Dedicated Marketing Concierge
Your Do It For Me Marketing Concierge becomes an extension of your team, learning your business and brand to create and publish content on your behalf. We manage everything from planning and compliance to publishing and reporting, so you can stay focused on your clients and business.
Consistent Execution
Consistency that Compounds Over Time
Most advisors know they should market consistently. Few actually do. Between serving clients and running a practice, marketing often falls to the bottom of the list.
That’s what the Do It For Me Program solves. Each month, your Marketing Concierge keeps your blogs, emails, and social posts running so your clients hear from you consistently. The result: greater trust, more referrals, and stronger top-of-mind awareness.
Your Marketing Concierge Is a Staple
“My appointment with my Marketing Concierge every month is as important as my time with my granddaughter. He’s absolutely a staple in my business. He comes to the call prepared, and the result is always better than anything I could have done on my own.”
SP
Suzanne Porske, Owner
Phoenix Financial Group
How it works
The Do It For Me Program’s Strategic Approach
The Do It For Me Program is a structured marketing system. Every element of the program is designed to solve the specific challenges that cause most financial advisor marketing efforts to stall: inconsistency, compliance friction, and lack of time.
01
Consistency Built Into the System
Not random posts or sporadic outreach. A monthly 30-minute meeting with your Marketing Concierge to review the exclusive calendar eliminates the start–stop cycle that derails most advisor marketing efforts.
02
Your Voice, Our Execution
Personalize content with photos, make edits, and select from optional content for niche markets. The Marketing Concierge then executes on your behalf.
03
Content Built for How People Search Today
Structured around real client questions, loaded with credible sourced data, and designed to spark conversations rather than sell products.
04
Effortless Compliance + Publishing
Compliance handled within FMG. Scheduling, publishing, and follow-up fully managed. Advisors stay visible without operational drag, even during volatile markets or time away.
WHY FMG
Why Financial Advisors Choose FMG’s Do It For Me Program
Most marketing tools give you templates. The Do It For Me Program gives you results.
Every piece of content is engineered to be discoverable, credible, and built around the questions your clients are actually asking on Google, ChatGPT, Perplexity, and Google AI Overviews.
- Content that surfaces when prospects search for an advisor
- Authority that builds over time
- Compliance built in from the start
- A marketing engine that runs without your daily involvement
- Want to nurture relationships through consistent communication
- Believe consistency outperforms one-off campaigns
- Value expert execution over DIY tools, freelancers, or half-managed staff
- Want a dedicated expert running their marketing month after month
- Are comfortable partnering with experts and delegating execution
Real Advisor Results
How Advisors Grow with the Do It For Me Program
"FMG's Do It For Me Program makes my marketing efficient, compliant, and personal — so I can spend more time with clients and growing my practice."
AUM Growth
Household Growth
-Tom Cavaliere, Wealth Advisor, Tall Oaks Advisors
2 Years with FMG
Customer Reviews
What Do It For Me Advisors Are Saying
Saves Time and Money
"Their complete outsourced offering has saved me countless dollars and time... I would recommend their services to anyone looking to run an efficient business without jeopardizing quality."
HT
Harrison T.
Private Wealth Advisor
Real Advisor Results
“I have been seeing an amazing 54% email open rate, and nearly 6,300 social media impressions on LinkedIn within 30 days of joining the Do It For Me Program.”
DH
Douglas Howes
President & Wealth Advisor
Great Content & Great Service
“They constantly create great content and the service is fabulous. I know top quality work and had done everything myself before finding FMG’s Do It For Me Program. I am saving at least 15 hours per month using their service.”
GG
Gwen Garrison
President & Financial Advisor
Got Questions?
Common Questions About FMG's Do It For Me Program
Everything you need to know before booking a consult.
What does FMG's outsourced marketing service actually deliver each month?
Each month, you receive a full content calendar: 2 to 4 emails, 5 to 8 social posts, 1 to 2 blogs, 1 video script, 1 webinar or podcast outline and 1 unique marketing idea. You’ll also receive timely breaking-news content, optional add-ons, and Weekly Social Assists. The calendar includes niche campaigns for audiences like small business owners and pre-retirees, plus an evergreen library of content to draw from. Your Marketing Concierge reviews everything with you, incorporates your feedback, and handles all execution.
What kind of results do advisors typically see from FMG's concierge marketing service?
Advisors who actively participate consistently report the same patterns: clients engaging with posts, responding to emails, and asking questions unprompted. A consistent presence across email, social, and blog builds credibility that compounds over time. Most advisors start seeing engagement signals within the first few months; meaningful AUM and referral growth typically follow over 6 to 18 months.
Do It For Me Program advisors average a 47% email open rate, more than double the industry benchmark. One advisor generated more production in a single quarter than in the entire prior year after 15 months of consistent outreach.
Will using the Do It For Me Program mean I lose control of my marketing?
No. You steer the strategy, you just don’t execute the logistics. Every month, you review the calendar with your Marketing Concierge, request swaps or additions, and approve what goes out. Everything is editable and optional. Content can be personalized with photos, local events, or your own voice anytime.
How does FMG's outsourced marketing service support COI relationships and referral generation?
COI strategy runs throughout the calendar, not as an occasional add-on. Each month includes content designed to spark referral conversations with CPAs, attorneys, and other professionals by showing exactly where a topic connects to their shared clients. The program also includes a quarterly referral email to existing clients, prospect nurture sequences, and event/webinar promotion materials.
Do I need an FMG website to use the Do It For Me Program?
A Website Suite Premium subscription is strongly recommended. Advisors with premium websites adopt the program more quickly, see clearer ROI, and feel more confident consolidating their digital marketing for financial advisors in one place. It’s not a hard requirement, but the two products are built to work together and the results reflect this.
Does FMG's outsourced marketing program guarantee leads?
No, the Do It For Me Program is not a lead generation or list-buying program. Lead generation is a byproduct of treating current clients exceptionally well, not the primary reason to invest.
What advisors consistently report, though, is that consistent communication has a way of reactivating relationships they thought had gone cold. A timely email goes out and a client they hadn’t heard from in months replies. A social post lands in front of a prospect who had been sitting on the fence. Staying visible does the work that a sales campaign never could.
The program supports prospecting through COI content, nurture sequences, niche campaigns, and referral asks, but the foundation is organic growth through trusted, consistent communication. Advisors who commit to that process see the results.
What does the Do It For Me Program require from me as an advisor?
Less than you might expect. Onboarding takes about 60 minutes across two calls — a kickoff and a dashboard setup. From there, ongoing involvement is roughly 30 minutes per month: review the calendar, flag any changes, and approve what goes out. Your Marketing Concierge handles content, scheduling, approvals, and dashboard management.
How long does it take to start seeing results from the Do It For Me Program?
Most advisors notice early engagement signals – client replies, referral conversations, meeting requests – within the first few months. Revenue and AUM growth typically follow over 6–18 months of consistent execution. One advisor doubled their annual production after 15 months of consistent outreach.
What is Answer Engine Optimization and why does it matter for the Do It For Me Program?
Answer Engine Optimization (AEO) is the practice of structuring content so AI tools like ChatGPT, Perplexity, and Google AI Overviews choose it as their answer. Every program blog is built for this: question-based headers, direct answers in the opening lines, citable data points, and footnoted sources. The result is content that surfaces when prospects search — with your name attached.
Does the Do It For Me Program replace my staff or marketing agency?
No, it frees your staff to focus on higher-value work. The program doesn’t replace people; it replaces fragmentation, inefficiency, and execution gaps by bringing content planning and execution under one roof. Advisors with staff may still need internal support for local events, custom client communications, and advertising, which the program doesn’t cover.
What does the Do It For Me Program not cover?
The program does not include: fully custom content outside existing tracks, emails or posts with form fills or hard CTAs, website strategy or redesign, logging into third-party platforms like Google My Business, copywriting for client-provided content, or use of purchased email lists. Your Marketing Concierge also can’t create new campaigns or copy outside the approved calendar.
