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


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



33 episodes