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How Two Advisors Transformed Their Business with FMG’s Do It For Me Program

Learn how two successful advisors have transformed their businesses through strategic marketing with FMG’s Do It For Me Program.
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Are you looking to grow your business but struggling with effective marketing?

In this webinar, Susan Theder and Samantha Russell sit down with Chad Parmenter and Doug Howes to share what’s working in their marketing. They’ll share valuable insights, impressive results, and proven marketing approaches that have driven their remarkable growth.

Tune in to hear:

  • Content strategies that double social media impressions and maintain 50%+ email open rates
  • Website optimization techniques that attract high-quality leads
  • The measurable impact of the “Do It For Me” program on advisor businesses

Beyond learning about the Do It For Me Program, you’ll also discover marketing approaches that can move the needle for your practice in today’s competitive landscape.

Short on time or just want the main points?

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

  1. Do It For Me Value Proposition [11:43]
  2. What is Do It For Me (DIFM)? [16:15]
  3. Isn’t everyone using the same content? [24:48]
  4. How to Measure Impact [47:01]
Do It For Me Value Proposition [11:43]

Do It For Me Value Proposition [11:43]

  • Doug saw in 1 month: 3 clients praise the website, a 54% email open rate, and 6,300 social media impressions.
  • The program saves you valuable TIME.
  • Doug went from spending 12-15 hrs/month on marketing to just 2 hrs/month with Do It For Me.


What is Do It For Me (DIFM)? [16:15]

What is Do It For Me (DIFM)? [16:15]

  • “Do It For Me is the all in one marketing program that we're using to create brand recognition amongst our existing clients first and then our community second.”
  • “What I've always appreciated about it is the fact that you can customize and design it in a way that works for you.”
  • A monthly meeting with your concierge holds you accountable to your marketing goals.


Isn’t everyone using the same content? [24:48]

Isn’t everyone using the same content? [24:48]

  • Nope – the content is a base that advisors customize.
  • Personalized content performs best.
  • Starting with a content base that you personalize saves major time.


How to Measure Impact [47:01]

How to Measure Impact [47:01]

  • Steer away from measuring solely on new revenue generated.
  • Look at things like open rates, and social media impressions and the rest will come.
  • By the end of year 2 Doug could attribute $10 million in net new assets from Do It For Me.


Supplemental Resources:

Presentation Slides

Transcript

Transcript

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