FMT + Whole Growth Marketing 60-Day Trial

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LEARN ABOUT YOUR FREE 60-DAY MEMBERSHIP TRIAL

Whole Growth Marketing is a national marketing training & community membership for financial advisors and their teams, brought to you by nationally recognized financial services marketing firm Whole Growth Partners.

Self-paced training and small group community sessions led by WGP marketing experts

Marketing how-to videos for real-time opportunities

Follow-up strategy templates and language, for when you’re stuck on the next step

Fresh perspectives, feedback and accountability from colleagues across the country

Immediately implementable marketing ideas and step-by-step processes to get them done

Digital marketing tips to level up your social and digital presence

Curriculum Outline

Section 1: Knowing Your Clients to Grow Your Clients

Top Client Insights

Session: Know Your Clients to Grow Your Clients

Homework: Top Client Insights Workbook

Community Session Discussion: Implementation and Strategy

Actionable: Using Top Client Insights to replicate top clients and focus your marketing activities.

Section 2: Prospecting with the Right People

Ideal Client Profiling

Session: Growing with the Right People

Homework: Ideal Client avatar & workbook

Community Session Discussion: Top Client Insights implementation, Client Avatar assessment + takeaways

Actionable: Using Ideal Client Profile to attract more and better prospects

Section 3: Getting Better Referrals

Clarifying & Structuring Brand Messaging

Session: So, Why You? Better Firm Messaging to Attract the Right Prospects

Homework: Brand Messaging workbook

Community Session Discussion: Brand Messaging and Prospecting

Actionable: Writing compelling brand messaging

Section 4: Marketing with Purpose

Building a Marketing Plan to Propel Your Firm & Prospecting

Session: Building a Strategic Marketing Plan

Homework: Client preferences interviews

Community Session Discussion: Strengthening your marketing plan

Actionable: Your three foundational marketing strategies and activities

Section 5: Marketing for Growth

Strategic Social Media

Session: Leveraging a Strong, Strategic Social Media Presence for Better Engagement

Homework: Building a social media calendar

Community Session Discussion: (Compliant) social media tips and tricks

Actionable: Using your social media calendar to create awareness and drive prospects through your marketing funnel

Stronger COI Relationships

Session: Cultivating Stronger COI Relationships for More and Better Referrals

Homework: COI Identification worksheet

Community Session Discussion: Breaking Through COI Challenges

Actionable: Your COI action plan

Custom Client Communications

Session: Refreshing Your Client Experience with Custom Communications

Homework: Create your custom newsletter template

Community Session Discussion: Communication & The Client Experience

Actionable: Your custom, templated newsletter

Impactful Onboarding Experiences

Session: Refreshing Your Top Client Onboarding Experience for Successful Relationship-Building

Homework: Audit & refine your onboarding experience and communications

Community Session Discussion: Onboarding for HNW Clients

Actionable: Your custom, high-touch onboarding experience plan

Nurturing Client Loyalty

Session: Nurturing Top Clients into Loyal Advocates of Your Firm

Homework: Strategic Client Experience Plan

Community Session Discussion: The full client experience

Actionable: Your strategic top client experience plan

Ready to market your firm with purpose?

Keep your prospects engaged with our FREE Marketing Funnel Checklist!

This offering to AFRs, and ultimately their FRs, is spot on! There is a huge gap for assistance in the financial services marketing space & reps are ALWAYS asking for additional marketing training for their staff. Kudos to WGP for recognizing the gap and offering a smart solution!

I come from a background with almost no marketing experience. I have gained so much knowledge and support through the Whole Growth Marketing program. The team truly works as your partner to help you to develop and grow in your marketing role. These women obviously know FinServ marketing!

I have had such a fantastic experience with the WGM program. I recently took on marketing tasks within my firm and the WGM team has provided me with great foundational training. On top of that, they provide me with targeted feedback, content, language and tools to bring our firm to the next level.