FHC Tech Talk Automation and Efficiency Series Talk

FHC Tech Talk Automation and Efficiency Series Talk #3: Drip Marketing & Automation Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Welcome to the tech talk! Speakers here today… Brandon Hall Chief Information Officer bhall@firstheartland. com | 636. 695. 2820 Sarah Molitor Training & Communication Specialist smolitor@firstheartland. com | 636. 695. 2894 Amanda Darr Media Designer adarr@firstheartland. com | 636. 695. 2821 Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Agenda • Drip marketing and social media tools • What should your office be doing to keep pace with your leading competition? • Where can automation be used? • Where does the content come from? • Ya, but what about compliance? • What places should you use marketing? • Marketing fundamentals Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Terms/Definitions • Drip marketing: continuous marketing campaign that keeps you top of mind and presents calls to action to clients over time • Landing page: a page used in a marketing campaign for the person to sign up to your newsletter/mailing list • Marketing campaigns: normally using a service to get a message out to a bunch of people/subscribers • Inbound Marketing - a different approach from the standard, where you are providing expert content/ useful information to position yourself as an expert in your field instead of just selling a product Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Drip Marketing Tools • Social Media - Buffer or Hootsuite Low cost, automated, recommend optimal times for posts to be submitted based on page traffic trends, multiple platforms (Facebook, Linked. In, Twitter) • Email – Mailchimp ($10/mo), Emma, Constant Contact ($45/mo), Aweber ($19/mo). Mail. Chimp has automation but it is a paid feature Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Buffer Pricing Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Hoot Suite Pricing Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Mail Chimp Pricing Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

My Emma Pricing Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Constant Contact Pricing Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

AWeber Pricing Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Marketing Plan for the Rep Office • What should you be doing? o Have a website. You will be researched by prospective clients, they will want to see a website o Have company content setup on Facebook, Linked. In, and Twitter for a social presence and pay for Global Relay o Start posting relevant content 3 times a week on social media, and once a week maximum on the mailing list platform of your choice o Don’t be scared to re-use the same content or link to the same content using different techniques Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Automation: let the system do it… • Social media: Buffer can be used to schedule posting at the prime times for your users, based on their viewing habits and when they’re logged on. • Email: Mail Chimp can be setup in advance to mail people on a schedule as well o Automatically send birthday and anniversary e-mails o Add new clients to a welcome campaign • Content: 3 rd party marketing handlers can be used: Marketing Pro, Real Wealth Media, FMG suite (can even control website content) Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

What about compliance? • Content from the providers we are discussing have approved it through FINRA already • Those providers are: o Peter Montoya Marketing Library Pro o Real Wealth Media: FHC provides a package for free o FMG Marketing: Will manage and update your website’s content as well Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Where should you use the marketing content? • Update the content on your website and drive people to that with links on the social media and mailing lists • Update your social media content. From there, give them a way they can sign up to your mailing list if they haven’t already • Always have a signup link in everything: email signature, newsletter, social media posts, blog entries Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Use a CRM • Keep track of all of meaningful data o Day to day calls, meeting, notes • Running reports o Be more effective • Tailor communication (i. e. Send married couples information about spousal riders) • Rank clients or track referrals & households o Find more opportunities • i. e. Who doesn’t have DI insurance? Who haven’t you seen? o Develop Meaningful Relationships • Who haven’t you seen this year? • Who needs to be called? • Automate opportunities o Create customized mailing lists o Schedule visits & phone Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

More Automation with Zapier Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Marketing Tips • Timely ideas go farther and get more clicks, shows that you’re paying attention • If you automate all of it, take time to read the articles you put out there • Always have a call to action section (“call me for more info”, “take advantage today”) • Referrals are your friend! Have a referral link and information. Do you have a referral program? Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435

Marketing Tips • Be sure to follow FHC for content and marketing ideas that you can send to your clients as well! • Don’t be afraid to use your content a couple times and link to it from your social media and drip marketing • Start simple, stay consistent and don’t forget to follow up! Dial-In Number: 1 (415) 655 -0060 Webinar ID: 586 -960 -435