Marketing & Design

Customized Marketing Strategies

Our Marketing team’s mission is to provide you with tactical marketing strategies to help you grow your books of business. We achieve this by developing a targeted campaign plan to help you turn your prospects into clients. Additionally, we help you deepen existing client relationships by uncovering more opportunities for business growth.

Brand development

We help you develop your brand and ensure you have the materials you need for day 1.

A few of the ways we proudly
support you in brand development:

  • Logo design
  • Stationery creation
  • Marketing collateral to promote investment services program/practice
  • Client communications

Campaign planning

We work with you to determine the best strategies to use to reach your target audiences.

A few of the ways we proudly
support you with campaign planning:

  • Define target audience
  • Determine best mediums for campaign execution
  • Leverage marketing content calendar for timely campaign topics
  • Create marketing campaign plan
  • Access to FRG Campaign Library

Digital guidance

We walk you through best practices to consider to help build your digital footprint.

A few of the ways we proudly
support you with digital guidance:

  • Social media best practices for modernization and searchability
  • Website layout and guidance to build online presence
  • Video best practices
  • Training on digital tools (LPL and FMG Suite)

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