The Hidden Cost of Doing Your Own Marketing (And What to Do Instead)

So as we mentioned, we are your three speakers today, and we’re gonna just jump right in. We try to keep these, to be a little bit shorter based on feedback from all of you. So, again, put your questions in as we’re talking, and we’ll get to as many of them as possible. We’d love to know in the chat as we’re getting started, how many of you like, what is your current marketing setup?

Are you doing everything yourself? Have you outsourced it to someone? Do you have someone internally on your team that’s handling things? Are you currently using FMG?

And if so, is it just the technology? Do you do you have us help you with anything else or another provider? Let’s see. And if if that’s complicated too, you could just tell us how many hours you’re spending because we love all the data, but I know it’s a lot to Okay.

So just I’ll make it easy.

I would love to see how many hours a week are you spending on marketing?

Okay. There. You’ve made the question a lot easier. So it’s late in the day here, so I’m I need to get out of bedtime.

So just in case you haven’t heard of FMG, though, we know we have some new faces here. We are a all in one marketing platform that have won a lot of awards we’re really proud of. But, basically, in a nutshell, we handle everything when you’re thinking about your marketing from your website. We can help with email, with social media, with events.

So it’s really a all in one place to handle your marketing, and we’ll talk more about that as we get into it, and you’ll hear how Chris is using it.

And we also today are going to be giving oh, everyone who joins or anyone who signs up, even if you don’t make it live, we’re going to be giving you this financial literacy content kit. And we’ll talk more about what this is shortly, but this is gonna come to everybody, just for joining us today as well, and we’ll show you a little bit of how you can use it. So lots of good things coming to your inbox soon. But let’s dive in. I’m gonna stop sharing my screen, and we’re gonna just start by talking a little bit to you, Chris, about your current situation with your marketing. So tell us a little bit about Serenity and maybe start by telling us before what you were doing previously.

Sure. So when I started out, I was using I I’d evaluated a few different options, and I ended up with Snappy Kraken. I was a Snappy Kraken user for quite some time and I did leverage their, well, I can’t remember what the heck they call it, but some kind of a premier service type of thing.

And I thought, okay, I’m gonna try this and see what it does. But very complicated, very cumbersome. I was struggling to make it a little bit more mine, if you will. And I felt like it was very inflexible.

So I was going through and doing a lot of edits to the platform to make it feel a little bit more me in some ways. And I think that’s important. And I think, Susan, you actually use this all the time on the calls and everything. It’s you still want this to be your message.

It needs to be authentic to your brand. That’s what marketing is all about. And it’s very transparent when you see somebody that does something that is one hundred percent generated by not them. You know?

And our whole goal is like, that is the philosophy of FMG. And what Sam and I love about it is we basically want to make it, we feel like we understand advisors well enough that we’re putting content out that we believe is close, close, close to what you’d wanna use, but then we also want you to edit it and the platform is designed for that. Right?

And that simplicity is so important because if it’s really complicated to do some of that edit work yourself, you’re quite frankly not going to do the editing. It’s just human nature. Right? And then you just kind of let it go and then it can’t be as effective as you’d like it to be.

So I was using that for quite some time, realized I was frustrated. So I started evaluating some other platforms. FMG was in there. Levitate, I think was another one.

You name it, I probably reviewed it, looked at it, asked a lot of very difficult questions, and finally did settle on FMG. I told people in demos, like, I really want to figure out how I’m going to break your system because I will, And I want to know how you’re going to help me fix it or work around it. Right? Because no system’s perfect.

But we need to know where those pinch points will be so that we can figure out how to work around them effectively. Right?

So I guess now I’ve been using FMG platform for a couple of years and I Tell us like what was it as you evaluated all these different providers?

What made FMG stand out?

Yeah, so I think the integration is really what made it for me. So there was the do it for me campaign service, which is something where you actually have your own independent FMG individual that meets with you on a month to month basis, reviews the content, holds you accountable. Susan does a great job of putting out a monthly calendar and talking through it with a great video.

Some things you can do to customize. Here’s some things you can do differently. Here’s what this month is all about. It’s wonderful.

Guess how many times I actually look at it before my meeting with my advisor. It doesn’t happen, right? And I love your stuff, I do. But we’re human nature.

So it’s human it’s accountability to say, oh, we’ve got that call with Shannon today. We need to make sure we review this stuff. And if life gets in the way, it does.

He helps me make sure we have that conversation, walk through it, understand it, and ensures that we have those pieces and touch points there. So it’s really valuable from that perspective.

The other thing is the integration. The website integration, blogs, emails, social content, all going through together in one seamless transition. All of a sudden, marketing strategy is not just a marketing strategy, it’s a branding strategy. It’s consistent, it flows. All of a sudden, I find myself saying the same things throughout my entire conversation that month based on the content that I’m providing. Inherently, your clients are gonna notice that as well, you know? So I think that that seamless transition from one thing to another is very powerful.

That is so So this is your website. Can everyone see this okay? This is the Serenity Wealth Management website. And so I just pulled it up here as you were talking through some of the different elements.

I just wanted to show it. So first things first, when you’re creating a website, you want a provider that definitely knows what they’re talking about within financial services, especially when we think about writing the content, when we think about compliance, that’s going to be able to work with you and understand the industry, but also allow it to be yours. So do you want to talk a little bit about this website? Because I think there is so many things you’ve done to it, even just things like you have this great welcome video.

You built this with the the team here at FMG. It doesn’t look like every other adviser’s website. You know, you have calls to action. So tell us a little bit about this process, and then we’ll dive into some of the other marketing you’re doing.

Yeah. So I had a website, but one of the things that my website didn’t give me the ability to do is easily shift and change topics. Okay? So, changing content from time to time is important. It keeps things fresh. It keeps things interesting. The best example of that actually is the events section.

The events section of your website is a wonderful opportunity to say, man, look at this, this guy’s doing some great stuff. These guys have all these unique things. If you’re doing events and it’s not on your website or you don’t have any current events, but you don’t have a past events thing in there, you’re losing an opportunity for your community to see how engaged and effective you really are. So there’s a lot of educational things in there.

There’s a mix of fun in there as well. I wanted to make sure when I was doing an event that that event gave me this is actually what sold me on FMG on the website thing, by the way. I have the ability within the FMG tool to create an event, to promote that event on social media with scheduled social media posts, and invite the people I want to invite via email all to the same landing page. I can track attendance within the event as well.

I get notifications via email. It is so smooth and integrated. It just adds to that professional touch and feel that you really wanna have. So I love that aspect of it.

It’s amazing.

That’s awesome. Know, does Do It For Me, the Do It For Me program, do they help in any way as it relates to event ideas or helping you build them on the platform?

Yeah. So we we they always ask you know, Shannon does a really good job of asking, hey. What am I up to this morning?

Your concierge, just so everybody Shannon is is that what the official title is?

Concierge.

Concierge. Yes.

Alright. I’m gonna have to tell him that next time. So yes. So he always asks the first time in our conversation, we have some fun banter, of course.

And then after that, we get into some, what’s on my mind? What are the events we’re focusing on? What are we doing? And then it’s, he tees things up with me because he knows I do some interesting things, loves the events.

So he tees it up with me, hey, have you thought about doing this? The Life example is really a perfect example of that, that Life program, that the game of Life that Sam was talking about there.

It’s a really unique idea. So we’ll, you know, we can talk about that offline or when you see it. It’s a really unique way to engage with your clients on a different level that does make you stand out from other advisors. So I it’s go through those things.

I was just gonna say, just so everybody’s on the same page, maybe Susan, you can talk through this. And then we’ll go back to Chris and how he’s using it, but so everybody understands what it is we’re referencing and when we say, you know, cost of doing your own marketing and what you could be outsourcing instead.

Yeah. This is you know, the impetus for this webinar is we were I was reading the kits Kitsis just did a report, on the cost of you know, there’s a cost soft cost to marketing. Everybody thinks about the hard cost of writing the check to a vendor. But in addition, the cost of your time is probably way more than that.

So when you evaluate whether or not to outsource, taking that into consideration is a big deal. As Chris says, he waits for his one hour a month when he meets with his FMG concierge to do his marketing. And the do it for me program is designed to basically be your outsourced solution. So what you get with do it for me is we are writing an entire content calendar and strategy for each month, including two blogs, versioning those into emails that are written for clients, prospects, and one for centers of influence.

And then we’re writing about fifteen to twenty social posts, and then we’re doing a video script based on the blog. We’re doing a podcast and webinar outline script, and then we’re coming up with a marketing idea. So the April marketing idea, because it’s financial literacy month, was to leverage the game of life, and I have we give, like, every step, including, like, links to how you could order a belly band and brand the belly band that goes around the game of life but the concierge like Shannon in this situation helps our do it for me customers execute leveraging our event tool to send out invitations to post on social.

So we give you the idea each month, but we also help with the execution. So that’s the do it for me program. Happy to take any questions from people, but I think questions would be best answered by Chris. So hopefully that helps.

Maybe we could start. You know, when you came on board, obviously, you needed a website. There’s a lot of people who come to FMG, they’re they they’re gonna have their website with us, and then they’re gonna use some of the marketing tools for email, for social. What made you decide, okay. I’m gonna add on additionally the option to join this program where someone’s gonna actually execute on my behalf? Had you ever had something like that? I mean, you mentioned using Snappy Crack and and they had a program similar to that.

But But they didn’t have website.

Right? So I had a website and we used some of the custom, some of the website images and things came from my existing website. But the key is my Snappy system and my website was not fully integrated. So what does that mean in practice?

It means I’m not a website person, guys. I’m not. I don’t know if anyone that’s listening or thinking about, you know, joining us who knows how to do a website. I don’t.

The simple thing of creating an event means I have to go and tell my web people to create that event. I have to ask them to help me with an image. I have to do all of these things. Well, the FMG platform, you can create that event. There’s a link to Canva. Canva create helps you create that image.

Now whoever’s doing that stuff, it integrates in fully. And now you’ve got a little bit of ability to have that creative aspect to it. And then it funnels right into social posts, right into emails. It’s so seamless.

And I think that’s the key thing is there’s a seamless transition and infrastructure that takes place. So all your content drives people to what? Your website, which behind the scenes is, these guys well know, helps your website get that much more traction with the Google and all the analytics stuff. Right?

The algorithm world.

We don’t live in that world. I want something that’s easy on an interface level to give me the ability to customize, but do it in an efficient manner. And Shannon helps me do that stuff too. If I say, hey, need to do this event.

Here’s the here’s the key stuff. He’ll help me put that together. But a lot of times, I’ll just do that myself as well. It just makes it easier on our team because we have the ability to just kinda create that on the fly and see how it works.

So I love that. That’s really what drove me to it is that whole idea of that integration.

Which I think I referred to as like all in one.

It’s platform and you can manage every channel of your marketing.

Well, I’m an all in one guy, Susan. I I I’m like that. I’m a I’m a jump all in. Like, I can’t I can’t just dip my toe in.

So I go What CRM do you use?

I’m with Wealthbox. I’ve used Wealthbox. I was with Redtail prior to. Pros and cons of both.

But So the reason I mentioned this too is, you know, you look at something like this.

I landed on this part for a reason.

FNG, if you don’t already have a guide or ebook or something like this, we have really great ones on topics that, you know, we know clients really care about. Everything from Social Security, you know, when’s the best time to take Social Security to estate planning to different tax planning, ebooks. When somebody clicks it to download it, all that information, their email, their name, it is going to go directly into your CRM, but you’re also gonna get notified that a new person downloaded this, that they came in. Again, the same thing with an event.

If you have an event and you’re promoting it, when somebody registers, you’re gonna be notified. So you what you were mentioning before about trying to make all the systems work, I think anybody who’s ever done this very haphazardly knows the headache that it can be. And so to not only have the systems talk, but then also have somebody actually do it for you to say, yep. This is how we make sure that they’re all talking.

This is what we’re gonna do. If we go back to that, do it for me calendar, we have, you know, every month. Any new clients that come in, we’re gonna add them to this drip series of emails that are gonna go out.

Hey. You you got a new CPA on your list. We wanna make sure that they’re being added to your COI list so that they’re gonna get, you know, that content. So all of those things together, having a system that all the pieces work together, but then also having one point of contact contact, I think, makes such a huge difference. And I’d love to know from your perspective, are there certain things that have surprised you maybe about the type of content that people have said, oh, I love that piece or I saw this post. Is there anything that’s been surprising to you?

So the emails are incredibly engaging. So sometimes they’ll just respond to that email. And before I get there, just from a system perspective, this is not like an email, like it’s a marketing campaign that looks like it’s coming from Constant Contact or something like that. It’s an email that genuinely looks like it’s coming from you.

And I think that’s incredibly important as well. It comes from your domain. They take them some time to look at it within the whatever email sequence you use, all the technical stuff that I don’t know. It looks like it comes from you.

When there’s a reply, it comes to you. Clients will say, Hey, we haven’t talked in a while and need to schedule some time. Or, Hey, I love this article. The Friday, the five dollars Frappuccino one, I got so many emails from that, from, you know, attorneys that I work with, from clients that I turn with, Hey, great lesson, you know, really neat stuff.

The piece from last month that gained a lot of traction was about how to help your children get into the home, you know, purchase their first home effectively, efficiently, all those things. I just did a podcast yesterday with a big home builder in the St. Louis area based on him responding to that saying, hey, this is a great article. We should talk about this sometime.

Know? Play. Super fun things. I mean, it works. You know? It creates interest. And I think that’s what you really want is that credibility, that interest, that wow factor so that you can drive that connection.

Are you doing any email drips to centers of influence and has that paid off?

I was for a while and then what I realized is, you know, I don’t know if anyone would agree with this or not, but let’s just be honest, center of influence are really, they’re great to have in your network, but they don’t exactly send you a lot of clients all the time. You know, it’s hard to measure that reciprocal relationship. So I’ve actually made it a little bit more simplified. I treat them like prospects now.

That way, and my reason behind that is because I really want to encourage them to forward the email that I send to them to their clients. And I feel like the prospecting and the client emails look like it’s I’m talking to an individual, not like working as a business partner. And so I actually figure and it’s better for me to word it like it’s I’m just talking to them like a just a regular, you know, potential person that I’m working with. I have a family I help. So I switched to that approach. I still send them everything, but I just simplified my communication.

And that that was intentional for me because that’s how I feel like it flows better.

And I’m getting a lot of people, I don’t know if you can see the chat, Chris, saying, we agree. We agree about that, about COIs. So They look terrible.

So what I do, I actually accountants are the best example. I’m actually looking to buy accounting firms because they’re not great advisers that refer people to people. So instead, you just buy them.

That that’s my my workaround.

That’s your take. So I just wanted to point out on the your website here, these blogs. Right? So these are again, when we talked about that content that was being written.

So you see here in this calendar, here’s the blogs. So on Chris’s website, you see them here we go. You click on the blog. It shows all of the content here.

It shows you, Chris, as the creator of the blog. It has charts, all of that. And then a version of this, as we’re talking about, goes out in an email to, usually, at a bare minimum, your prospects and clients, and we want you to have two different lists for that. And then also, in some circumstances, centers of influence.

Do you have any other subgroups?

Here’s a quick thing I want to just point out if I’m sorry to interrupt.

So if you look at these, we’ve been asked, somebody asked about AEO. So do you see the headers of this blog? They’re questions.

So what we’ve started to do is re we’re writing our content to be AEO optimized because these are like, the search engines, people are it is an answer engine. You know? So people are typing full questions, and they’re getting full answers, as you know. So we are writing our content so that it is answering the questions that people ask, and we’re using our headlines as a place to tee up the questions that people might ask.

So, yes, our our content strategy is AEO optimized and then, our concierge are helping our customers AEO optimize their website and I just wrote this in the chat but with schema markup which is a technical side of it, but also with FAQs and other things that will help you get found. I’m actually just starting. I think it’s May is the first one, Chris. We’re adding FAQs at the bottom of the blog too.

Oh, nice.

Yeah, the blogs are great. And I’ve started utilizing some of my own too from a marketing perspective, just to do some, you know, some specific topics and they’re out there as well. So that’s the neat thing. When you produce a blog, you have the ability to put it within there.

If you’re a blog person, you know, I’m I’m not necessarily a blogger, but you know what’s more important than being a blogger? Looking like you’re a blogger.

That’s a big deal.

So perception.

If you come to your website, you see, you know, every other month, these blog posts also from a search engine perspective and an AEO answer engine, perspective.

There is a very strong recency bias, so they’re constantly looking for sites that are up to date that have new information. So you add a minimum, whether you use our service or not, you want to be adding fresh content to your site at least twice a month, everyone listening. So make sure you do that. But then, you know, I I have your LinkedIn page pulled up here too, and you can see the same topics you’re talking about on the website to as to your point earlier, Chris, are here. You have them on your Instagram page, you know, different videos.

And then you also if we go back to your website here, you also have your radio show. So can you talk a little bit about the total amount of time maybe you’re spending per month on the content that’s going out that you’re using, FMG to help you create through the do it for me program, and maybe any edits you’re making to it versus the show that you’re recording or any videos? Like, what’s the total time in?

Yeah. Oh gosh. Total time in. I spend you know, my show, I do an hourly or a weekly radio show.

So that show, it’s on the radio, it’s a podcast, it’s thirty minutes, but let’s just be honest, thirty minutes in production time is an hour. I use it as a networking tool. It’s my opportunity to meet with local members of the community, business owners, things like that. So it is one hundred percent networking on my terms so that I don’t have to go to those chamber of commerce events.

That’s my selfish reason for doing it. It also creates interesting content, right? So everything I do touches the FMG platform in some form or fashion, but my time is spent creating the video, creating the conversation, working with that client.

And then I use some AI tools to generate some interesting things in a persona that I’ve created to make the social post easy and consistent. Right? I then slap it into my website using the FMG platform as well, and then schedule my social media posts within that platform. So it’s all in there, all scheduled in advance.

I try to stay two to three weeks ahead of the calendar because that’s where my time is unique. That’s where I don’t have the you know, that’s gotta be me. You know, a video that somebody else does for me is is not gonna be the same video. Right?

It needs to be me. So my time needs to be spent on the video, not on some of the other stuff behind it.

Then I’ve got my other posts, which are, I call them my strategic content posts.

They’re not generated to, you know, create this whole, you know, stir of likes and things like that, but they do, they get credibility, right? These are important posts, but they’re scroll posts. Right? So you look for somebody who looks at your website, they wanna they’re interested in hearing about you.

What are they gonna do? They’re gonna look at your website. They’re gonna look at LinkedIn. They’re gonna look at Facebook.

So you need to have a mixture of posts that are credibility, that are unique, that are different, that also has some of the other aspects in that, that has some video in there. My show is in there. Right? But all of those things work together within the system.

And if they don’t look the same, then it kind of gets all wonky. Right? I spend a lot of time on that. The post from FMG that I utilize, I spend maybe an hour a month and I do it once per month.

And the reason I do that is because I do, you know, like Susan was saying, you want this to be your stuff. So I will take the content, I will copy and paste it into a persona that I have on AI, which I think you guys have a potential integration for coming is what I understand.

We have AI built into the platform.

I’m not utilizing it all.

See, I’m learning new things right It’s all written for That’s why you have Shannon doing it for you.

But maybe tell us the story about like changing out a picture, right? You said there was a great AI photo that we provided.

Great example. So click right there.

Right there, right? That’s a really neat post. If you click that picture, you’ll see it’s got a nice picture. It’s National Pet Day.

It’s a dog. It’s fine. That is not my dog. I don’t know that dog. My clients know my dog because I have a cage in my office and they always ask, What’s that cage for?

And I say, You, if you don’t behave.

It’s for my dog, Max.

So, don’t know how quickly you can get into my system or if you are, but I replaced this You see it on LinkedIn too.

Yeah. So, I replaced this picture. I replaced this picture with my dog, Max. And I changed the message slightly because it’s not out there because it’s not National Pet Day yet. So it’s scheduled.

No. It’s coming.

You know? See, I know my marketing calendar.

But Shannon I’m pretty sure Shannon, like, our our concierge’s know the posts that are easiest to get everybody has a dog you know anybody that has a pet is happy to give a pet picture so we know that those are easy ones to slap yeah and sibling day if you have a sibling send a picture I chose pet day over sibling day.

Sometimes you have, and especially I do some custom stuff. So for me, I have to sometimes make decisions and I got rid of sibling day. You know, my brother doesn’t care.

So I think though what you’re saying, though, and you mentioned when we were looking at your LinkedIn and everybody listening, this is really important. And one of the ways that we’ve created this program is you don’t want to just post financial content that shows that you’re an expert True.

And help people with their finances. But yet you don’t also wanna just post pictures of your kids and your pets. Right? You need to have a mix, and they all have a different job to do.

Some help you be seen, and it builds awareness of your brand. Right? So, Chris, if there’s a local business owner that knows your pet and they see that post and they click it, anyone in their network now has the ability to see, oh, Samantha Russell just clicked on Chris’s post, and they say, who’s Chris and who’s this adorable dog? And they go check you out.

So it builds awareness. Mixing that with the types of posts like how much will health care cost you in retirement that are showing that you’re going to be able to help them with these, types of topics. So from a social perspective, that’s it. Then somebody lands on your website or AI is reading your website, and they see, oh, just last week, this post about financial literacy and helping young people.

And if I am a, you know, ultra high net worth, family and I want a adviser who’s gonna talk with my kids and thinking about, you know, that generational wealth transfer. This is gonna be important. So we’re really there’s such a strategy behind the whole calendar, and all you have to do is once a month Oh. Meet with your concierge and go through what the calendar is.

And, you know, they are gonna get to know your clients and say, these are the ones we think you should go with, but you obviously can either use them as is or make those edits.

We have two things we need to do. One is to put up a poll, to see if anybody would like to learn more about Do It For Me and just speak to one of our representatives.

And Chris, the question to you, which could be a good close, how would you describe the ROI of using DIFM?

Yeah, so I saw that question pop up. It’s interesting. So there’s two things. It’s really hard to measure ROI on something that’s kind of baked into an integration process. Some of this I look at as it is a cost of doing business. How do you value staying connected with your clients? How do you value staying engaged with prospects?

I know I have a mailing list consisting of thousands of individuals from workshops that I have collected over the years, but I know that I know how many people are continuing to see content from me and to continue to reach out and see that stuff. That’s pretty valuable.

I don’t think I could do the business that I do and stay connected with my clients without that. So I don’t think I can measure it in a specific ROI. So I hope that’s not just kind of the, oh, it depends answer, you know, there’s a lot more to it.

It’s a very honest answer and basically, it’s your brand. I mean, it’s across your website, across social, it’s emailing clients, it’s dripping on prospects. It’s hard to say, you know, one attribution point like, you know, I spent this and I got this.

It’s more I think a, the cost of doing marketing yourself which were That’s where I was going.

Point of this is the hours that you’re spending are costing you money and then also the cost of not doing this marketing of not having not getting found when people are searching on the answer engines, not having an updated website, not having a social presence, not engaging with clients and the next generation. It’s really I I think that’s probably, as you said, a cost of doing business. So you think about if I didn’t do it and or if I spent my own time on it.

A hundred percent. And that’s, I think, the best way to example the ROI is you need to do this. How are you doing this effectively and efficiently to get to the most people that you can and make an impact in that efficient manner? Absolutely.

I love that. And I think when you talk about the ROI too, the number of hours you get back that you can do the things that only you can do, like record those podcasts, build those relationships, you know, do those videos, that in itself is so, so powerful to have a team that is writing the blogs, putting up the emails, making sure the systems are all working together is huge.

And I, you know, I like to Sam.

Right? You could do nothing and this runs in the background. Yeah. You could. I take it a little step further, but it’s worth it to me to spend an hour or so, two weeks before the month starts to line out my entire month of marketing for, I’ll be outlining the month of May, you know, in a week or two. That’s powerful. And it gives me ideas for customization on my radio show as well.

Yeah, we’ve had a lot of do it for me customers talk about saving like three hours a week.

So maybe twelve hours a month, which times their sort of hourly rate, like more than pays for it even you know and then take into consideration all the other benefits so the marketing in general is hard attribution is hard but I do I think you answered it perfectly And I wanted to, just show people the creativity that goes into what we’re doing because, again, it’s not just, oh, here’s some, you know, blog posts for the month.

It’s all working together. So, Susan, maybe you would walk through the game of life tips. We are gonna give everybody this away, and you’re all gonna be able to utilize this, whether it’s this year, next year, or just at some point in the future. So this is what it would look like if you were with our do it for me program. This is, you know, what you would actually get, then our team is gonna walk you through it. But do you wanna just talk through it, Susan?

Yeah. I’ll talk so everybody on the call is gonna get this in our follow-up, but this was, so every month, we have to come up with a marketing tip. Frankly, it’s like the thing I stress most about. I’m like, ah.

So but I love this one, and I promise, like, AI did not come up with it. It’s financial literacy month. So I was like, what can I do that would be fun for financial literacy month and easy to execute for for advisors? So I came up with the idea that we use the game of life.

And you guys can just buy a bunch of the game of life on Amazon. And then I talk about how you can brand it to yourself by just printing. You can just get paper printed to wrap around the game and then a sticker with your logo. And then I have all that’s the belly band.

And then I have emails that you can send out to everybody. And it works for both local and distance clients, which is always a tough one with events. And you can send out an email asking people if they, you know, would like to like, say you’re gonna have the game of life set up with, you know, food in your office and whatever for a week, and people can just drop by and pick up the game of life and I’ve got cute messaging and then those that are remote can opt in and then you can just mail it to them but I know we’re at the end of time but I think it’s a really cute idea. I always call these ideas referable moments.

This is where a huge ROI is because people are gonna get this game, and they’re going to talk to their friends about it. And it’s just a great you know, for those those of us in our, you know, fifties, it’s like 50s, 60s, it’s a great flashback. And then for young kids, I think it’s a fun game and it literally mirrors the decisions that people make throughout their life that affect their financial planning. Like I think there’s one where you know how many kids you’re going to have, whether you get married, whether you go to college, oh you got a tax hit, you forgot to pay the IRS.

I mean it’s just a fun way to get into financial literacy month but also side objective, get referrals and get connected to the next generation.

And you could see as I was scrolling through here, we don’t just say, oh, you should do this. We give you every single thing you need Yeah. To execute it, whether you pass it off to someone on your team or, you know, to just print it, whatever.

So one of these is in every single month. So, yes, we’re doing a lot, you know, obviously, in the content and on adding to your website and social posts. But, Chris, I’m sure you’ve seen every month, the marketing ideas can be something like, hey, invite clients to the office and do a family photo shoot to, you know, something more tangible like a gift you can give. They’re they kinda run the gamut of different ideas And we’re excited to hear that you’re going to be executing this one as well, Chris.

Oh, this is so fun. Yeah. This one’s really cool. I’ve got all kinds of ideas on this.

I’m actually gonna be live on a radio broadcast. I was thinking about maybe even talking about this specific thing. All I keep thinking about, and I don’t know if this spurred your thoughts on this, but there was a viral clip along not too long ago about it with a kid just absolutely crying, talking about how he how much he hates taxes. And the kid was, like, four years old.

And it’s he was, like, just crying his eyes out, taxes, like they’re awful. I don’t wanna pay taxes. What a lesson. Like, that’s all that goes through my head when I think about this.

I’m like, we gotta encourage this with these teenagers so that they understand it, you know?

Totally. Love that so much. Well, we really appreciate you talking us through the way that you’re running your marketing every month, and we love partnering with you to make it happen. You’re all, again, as we mentioned, gonna get the slides we showed today as well as that financial literacy kit.

If you miss the poll, you can also use this QR code. If there’s a question you have at all about FMG, there’s our email there. And Susan and I see all those emails. So feel free to email us directly.

But, we just wanna thank you again, Chris, for working with us today on talking through this program and we just love partnering with you and thank you so much for your time.

Well, I couldn’t do it without you guys. So thank you guys for the support. And if anyone needs anything, I’m happy to have an offline conversation. These connect with these guys and they’ll they’ll let me know.

So Thank you so much.

Thanks everybody for your time. Sorry. Went a little over. Appreciate you joining us.