A Marketing Coach Dedicated to You

Your Platinum Coach provides expert marketing guidance to help financial advisors set strategies and manage long-term plans. FMG Suite subscribers can now add Platinum Coaching for increased support and accountability.

Whether you’re starting a new business, transitioning your existing practice, or revamping your marketing plan, Platinum Coaching is for you.

What Can a Platinum Coach Do for You?

Marketing is an art that can be difficult to master. Your Platinum Coach will work with you to create a personal marketing plan, blending the perfect strategies and tools to help you reach your goals.

Maximize Your Suite

Your Platinum Coach will help you leverage every tool–email, social media, content, website, and more–to get the most out of FMG Suite.

Pursue Your Goals

Work with your Platinum Coach to establish key performance indicators for your firm and a personalized digital marketing strategy.

Monthly Check-Ins

You and your Platinum Coach will meet monthly to discuss and analyze your firm’s social media, email, events, website, and PPC advertising performance.

Stay Up to Date

With a Platinum Coach keeping you informed, you’ll always know the latest upgrades and improvements to the FMG Suite tools.

Shared Space

Let us help you set and manage long-range marketing strategies using a foundational document to keep everyone on the same page.

Innovative Curriculum

Your coach will build a custom curated curriculum of presentations guiding you through tried-and-true marketing techniques.

Expertise When You Need It

There are times when your business needs expert help to transition to the next phase. Let our Elevate™ Marketing Strategists guide you. We’ve taught thousands of financial advisors and amassed a decade’s worth of ever-evolving marketing best practices––carefully curated and customized for you.

Ready to Get Started?

Request more information about Platinum Coaching.