Market in Motion Blog


Automation: Multitasking in a Fast-Paced Marketing World

Automation, Email Marketing, Social Media 0 Comments

Marketing automation for financial professionalsChances are, as a business professional, you’ve become a multitasking master. Maybe you put dinner in the oven while you get work done in the evenings, walk the dog as your daily exercise, or listen to an audiobook on your commute to work. Your marketing strategies can function in a similar way with automation tools, which help save you time and keep your digital marketing outreach consistent. On average, marketing automation drives a 14.5% increase in sales productivity and a 12.2% reduction in marketing overhead.

Need more convincing? Check out just a few marketing automation statistics:

The first thing you should consider when laying out a marketing automation schedule is what content can be automated. Remember: one of the key aspects of social media is that it’s just that- social! Social automation is not a “set it and forget it” structure. It may alleviate some of the pressure you feel to post every day, but you should check up on how your strategy is playing for your audience regularly. Some common topics that work great on an automation schedule may include:

  • Personal posts (quotes of the day, holiday well wishes)
  • Evergreen content
  • Curated content from other sources
  • Regular tweets and Facebook posts

Once you have your automated content, you need to decide how often you will post this content. There are no absolute rules about how often to post on social media because every practice is different, but service professionals often find it helpful to follow the “5-3-2” rule of social sharing. For every ten posts on a social media platform, five of them should be curated content from other sources, three should be interesting pieces that are unique to your firm, and two should be personal posts.

You’ve got the “what” and “when” of social media automation, but what about “how”? There are many different ways to answer this question, and service professionals will need to find the tools that work best for them. For example, FMG Suite offers automation tools, including social media content, email campaigns, and the use of our content library that continually refreshes on our clients’ websites.

You’ve mastered the speakerphone calls while brushing your teeth and the one-handed cooking while helping with homework. Isn’t it time that you mastered multitasking in the world of digital marketing? Automation is the answer to help save you time and keep your social posts consistent.

<!– / OptinMonster →

Related Content

Back to blog list


Join Discussion

Still Have Questions?

You've Been April Fooled!

While we can't help you with your wardrobe (sorry), we can help you become an amazing marketer. Click below to check out some of our latest resources. And thanks for playing!

Make Me a Great Marketer

Become a Marketing Master

Sign up for our marketing e-newsletter to receive marketing tips for financial professionals, including exclusive whitepapers, broadcast invites, and other content.

Privacy Policy

Get a Sample Email Campaign

The best way to experience FMG Suite Campaigns is to receive one the same way that your clients and prospects receive them — in your email inbox. Let us send you one today!

Privacy Policy

Get 1 Month Free

Receive your first month of our Monthly Market Insights campaign for free.

Privacy Policy

Experience The FMG Suite Difference!

Tell us a little about yourself and an expert will reach out to you and walk you through our award winning automated marketing platform.

Privacy Policy

Experience The FMG Suite Difference!

Tell us a little about yourself and an expert will reach out to you and walk you through our award winning automated marketing platform.

Privacy Policy

How is Your Business Listed?

Check the consistency of your online business information with help from our listings scan.

Enter business information to scan below:

Business Name *
Street Address *
City *
State *
Phone *
Scan Now

Want to kick the tires first?
Check out our Free 7-day Trial.
No credit card required to start.

Privacy Policy

Get Started with Copywriting

An expert will reach out right away to help you craft your content

Privacy Policy

Learn More About Pre-Designed Pages

Enter your contact info below and an expert will be in touch soon.

Privacy Policy

Get Started with Custom Video

An expert will reach out right away to help you create your content

Privacy Policy

Let's Build Your Suite

An expert will reach out right away to help you build your suite!

Privacy Policy

A Truly Free 7-Day Trial

No Credit Cards. No Downloads. No Commitments. No Strings Attached.

Sign up now and you’ll be up and running on our integrated and automated marketing platform in a matter of minutes.

  • This field is for validation purposes and should be left unchanged.

Copywriting Sample

Distill Your Niche

"...while they can’t turn back the clock and address these issues beforehand - such as increasing their spouse’s life insurance or saving more - there are ways to take control and feel more confident in their future.
When working with widows, there are a few first steps I recommend taking:

1. Get Organized
Whether or not you handled all of your family’s finances, some, or none, the first step is to organize your financial documents. Before you can determine how to budget and what steps to take, you have to first understand where you stand financially. If you are having trouble translating your investment account statements, a financial advisor can help you understand what your documents mean. You’ll want to copy and safeguard your important documents and review life insurance policies with a trusted advisor.

2. Budget for a Single Income
More than half of widows have difficulty adjusting to a single income. This may because they haven’t reevaluated their bills and expenses and adjusted..."

View Complete Sample

Copywriting Sample

Consistent Messaging

"...Once we understand your family’s current circumstances, goals, and unique needs, we develop strategies to help preserve and potentially grow your wealth and take over the time-consuming tasks associated with managing your complex financial affairs. Working with a family office can benefit families in a number of ways, including:

  • Preserving wealth through proactive management and appropriate strategies
  • Mitigating risk by diversifying investments
  • Assisting with the transfer of wealth from one generation to the next through strategic asset allocation and estate planning..."

View Complete Sample

Copywriting Sample

Unique Articles in Your Voice

"...More than likely, you have a clear understanding of your relationship with your doctor or your dentist. You pay a fee and, in return, you receive a service, including advice and recommendations based on your individual situation. It would make sense then for your relationship with your financial advisor to be the same; but for many, that’s not the case.

At Financial Guideposts, we’ve noticed a trend: that the general public does not understand the relationship they have with their financial advisor. We want to change that. We believe there are two critical aspects you should understand when working with a financial advisor: how he or she gets paid and what services he or she provides..."

View Complete Sample
FMG Suite