What Our “Do It For Me” Program is Really Like with Chevonne Farler

March 06, 2024, 12:00 pm

Tune in to hear from successful advisor, Chevonne Farler of TBH Advisors, as she shares how she has leveraged FMG to significantly increase engagement with clients and prospects while driving new business.

In this quick webinar, Chevonne Farler and Susan Theder share the specific ways that Chevonne has leveraged FMG to elevate her marketing success. They talked about how the FMG platform works and shared specific details on:
  • Why Chevonne chose the “Do It For Me” (DIFM) program and the impact she’s seen from it
  • How analytics are used to drive decision-making (including how the DIFM program has boosted her email marketing, as she is seeing 60-70% open rates 🤩)
  • The content library and the ability to use “as is” or customize the content to fit your firm’s brand and voice
  • How she is using the “Do It For Me” program to grow her book of business-and more!
“Prospects that I have been continuously dripping on for the last 15 months, now for this quarter, are starting to sign on. I have done more in production since the beginning of January this year than I did in all of 2022. It is working…I am on track to double my entire production from last year to this year if I keep going at this rate. And I would say that it’s DIFM.” - Chevonne Farler

You may also be interested in...

Laptop Image

Get our best marketing ideas in your inbox with our monthly newsletter

Personal Information Form