Communications Workshop

Learn to transform your content and email strategies into a systematic approach that drives growth.

Wondering if your communication strategy is actually working?

Turn your comms strategy into a revenue-driving system with this workshop. Whether your email campaigns need a refresh or you’re looking to build a content strategy that converts, this workshop delivers your complete roadmap to success.

Join us to transform your communications approach. You’ll walk away with:

📊 A complete content calendar done for you!
📧 Our highest-converting email sequence templates
📅 The exact follow-up system that turns prospects into clients
🎯 Tips for streamlining your content generation and getting better results with less effort

Short on time or just want the main points?

Here is your summary to skip ahead or scan through below.

Build a Quality Email List

Build a Quality Email List

  • Send emails on a consistent basis.
  • TIMELY content performs best (FMG’s “Do It For Me” Program timely email open rate is 70%).
  • Build your email list with your website and social media (like LinkedIn events).


Personalize Your Messages

Personalize Your Messages

  • Ditch the financial jargon – write at a 7th grade level.
  • Segment email lists and tailor content based on preferences and interests.
  • Focus messaging on how you can solve a problem for THEM.
  • Get more opens with subject lines that hook!


Automate what you can

Automate what you can

  • 67% of people want AT LEAST a monthly educational email from their advisor!
  • Try a newsletter with thoughts on articles you read that week.
  • Automate celebration and birthday communications.
  • FMG provides automations for Holiday Automations, Ecards, and even Personalized Printed and Mailed Cards!


Incorporate Texting into Your Communications

Incorporate Texting into Your Communications

  • Leveraging email and text messaging together can boost engagement rates 10x!
  • Send automated meeting reminders to reduce no-shows.
  • See returned paperwork in as little as 5 mins.
  • Integrate text like you do email – for broad and personalized outreach.


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