Financial Educators Network Instructor Newsletter
Table of Contents
Note from Nick
CEO of Financial Educators Network & FMT Solutions
Since I joined late last year, the entire team has made it our mission to better support your business. Our sole focus is to increase the ROI of your marketing when you choose to join the Financial Educators Network. This is not a one time sprint, but a continued focus to support our greatest resource - you.
Our team has been working to improve and evolve our business to ensure we are the industry leader at helping fiduciary advisors educate the right quantity and quality of families that fit your specific business. We’ve done a lot in a short amount of time and I want to make sure you are aware of everything we are making available to you, so you and your teams can take advantage of the value added initiatives.
Our goal is that you can feel the focus of our effort in every interaction with our team and every campaign you execute. Results of anything can have peaks and valleys, but effort, communication and transparency are the foundation by which we support you.
We are your partner, so don’t hesitate to give us your feedback about how we can improve our side of that partnership.
From the entire team, thank you for your partnership and the opportunity you give us to impact your practice.
Sincerely,
Nick
What's New
- Exclusive Instructor Content - In June we released our first piece of exclusive, timely instructor content. Centered on the debt ceiling debate, we created a list of helpful and relevant talking points for advisors to use with clients. Easily adaptable as a print out, a blog post, email, or social content for your personal firm - we hope you found our first iteration of this type of content useful! Moving forward, we will be offering this type of timely, responsive content exclusively for our instructors with more regularity. We'd also love to hear from you, our advisors, on any specific content you think it would be helpful for us to cover in this way!
- Master's 2024 Competition - Also in June we launched our first ever instructor incentive competition. We are so incredibly excited to help our advisors grow their business AND provide 5 opportunities for advisors to join us at the 2024 Masters Tournament! Learn more about this opportunity here.
- Spring Digital Advertising Pilot and Beyond - This spring we piloted a new approach to adding digital and social advertising to our campaigns, extending the traditional brochure to multiple digital channels, generating additional impression prior to, and after the brochure arrived in homes. This pilot allowed us to build out the infrastructure needed to scale this more intentional, multichannel campaign approach across our advisor network. AND, here's what to expect next:
- New Multichannel Campaign Package is available the beginning of August for all courses. This package includes the direct mail piece, digital ads and a landing page experience that supports multiple, cohesive touches through the 4 week campaign and leverages a new, modern design approach.
- Additional options to add digital channels to traditional mailers based on increasing impressions, reach or both.
- And, we have established a testing roadmap to ensure as marketing channels and consumer behavior continues to evolve, we are too. Your Account Executive will be talking to you about additional opportunities to pilot new campaign strategies and channels later this summer for those advisors interested.
- Questions? Talk to your Account Executive today!
- Enhanced Referral Benefits - Get $1,500 off your next campaign
We only want to work with more amazing advisors like you. The best way to meet them is through an introduction from our great community! If an advisor you refer joins the Financial Educators Network and teaches a class, you get $1500 off your next campaign + an additional entry into our Masters Content. Just make the introduction to your Account Executive and we will take care of the rest!
Instructor Tools
As part of our Return on Education Webinar Series, Eric Peterson of Peterson Financial Group shared the teaching strategies he's used and perfected over ten years of teaching Retirement Planning Today to reach new clients and grow his business. We summarized them here for you.
Register for our next episode of Return on Education. We will be talking to Vince Tortorici of Financial Service Group in Wisconsin about how they have intentionally personalized their approach to the course content and how they teach Retirement Planning Today to fit their unique approach to working with clients. You can always watch past episodes here.
Continuing Education - Coming Soon
Retirement Income Planning Short Course Content - Our product development team is hard at work creating our first ever short course offering. Centered on retirement income planning, the goal of our short course initiative is to provide advisors with smaller, more focused content offerings geared toward continued education for existing clients, and their guests. Stay tuned for more info regarding this content offering coming soon!
Marketing Growth Tips
Is Twitter a thing anymore and did you ever get traction? What the heck is Threads? I haven't updated LinkedIn in two weeks...
Feeling nervous about new trends, platforms, being everywhere?
Focus on what works and what is core to you as a fiduciary advisor. Don't worry about doing something just because everyone else is doing it. It's better to hone in on one social media platform that already works for you and your business, rather than spread yourself to thin to keep up to date with the latest trend.