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S3 E5: Making the Most Out of Your Marketing Plan
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The Director of Marketing at FIG’s marketing agency, All Points Media joins us on today’s episode to unpack marketing trends and strategies independent advisors need to be aware of when it comes to gaining leads. Tom is helping FIG advisors make the most out of their marketing plans and the money they put into those plans.
His department is blended into three teams: corporate meetings and events, internal marketing, and advisor marketing. Marketing is here to make phones ring and they make sure an advisor's process is efficient and effective. Every financial business is different, Tom and his team believe in customization that matches those differences. Join us today as we further explore All Points Media, data-driven marketing, Elevate marketing platform, and more!
More about All Points Media: https://www.figmarketing.com/#!/MarketingBranding
TIMESTAMPS:
1:33 – Favorite TV show as a kid
2:22 – What is All Points Media?
3:46 – How does their process work?
5:58 – Our process versus competitors
9:09 – Data-driven best practices
11:31 – Custom marketing tracker
13:14 – Headspace and data
15:15 – Elevate marketing platform
18:13 – You need many funnels
20:15 – Enhancing a business
22:29 – Metrics of key performance
27:54 – Having one more appointment stick
30:18 – Marketing trends you should be aware of
34:00 – One life lesson from Tom
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