Getting Started with Marketing

Marketing is a nonnegotiable when it comes to growing your business.

Whether you're laying the groundwork or scaling an established practice, CFG and MassMutual offer the tools, resources, and strategies to help you attract new prospects, strengthen your brand, and generate referrals. This section contains the essential steps for setting your practice up for success through marketing.

Click the buttons to jump to each section.

The CFG Brand Guide


  • OUR BRAND

    Our brand is one of our most valuable assets—and it’s worth every effort each of us can give to protect it. We must actively ensure that every action, message, image, and personal contact helps our brand remain consistent, effective, distinguishable, and memorable by following the standards in this guide.

    Learn More

  • CFG LOGO

    The CFG logo represents our brand to clients, employees, and the community. Consistent use is key to building recognition and trust. Click the button below for more information on logo usage. To use the logo, reach out to the marketing team.

    Learn More

  • CFG COLORS

    Colors identify the brand, grab attention, and highlight key messages. These colors are to be integrated into all types of marketing and branding materials. The dominant colors at CFG are: CFG Blue and Grey. Use accent colors when appropriate.

    Learn More

  • TEMPLATES & MORE

    PowerPoint presentations are an effective way to present material that emphasizes the CFG brand identity. All presentations should follow this template—both internal and external.

    Download CFG Slides

  • EMAIL SIGNATURE

    Email signatures are often overlooked as an important element of brand promotion and created on a whim with no design strategy. Please click the button below to download our templated email signature which you can put your own information into.

    Template & Instructions

  • TYPOGRAPHY

    Fonts and type styles are strategically chosen to reflect the brand’s personality. They are chosen for their legibility, recognition, and simplicity.

    Learn More

  • LETTERHEAD

    A professional, well-designed, and simple letterhead is imperative as it represents the image of the brand. In many cases, it is one of the first interactions someone has with the brand.

    Submit a Ticket

  • PERSONALIZED WEBSITES

    A website is an effective way for our top producers to continue expanding their brand through a CFG or DBA lens. Our individual/team website packages can be simple and sleek or more complex and robust, depending on what you desire.

    Click Here

Business Cards

Your business card is one of the first interactions someone will have with CFG. You want to engage with them as well as encourage them to find out more about you and what you do.

One of the best ways to do this is with a well-designed, simple-to-understand business card. We offer two layouts for CFG branded business cards - Standard and Premium. There is also the option to add a QR code. If you select the QR code version, the QR code will link to your Advisor bio page or Advisor splash page on the CFG website.

Bios, Splash Pages & Personalized Websites

Bios

We're here to help you craft a compelling bio for the CFG website, showcasing your story and setting you apart. A strong online presence on CFG and MassMutual makes it easier for potential clients to find and connect with you. Feel free to get inspiration from these examples, and fill out the below bio form when your ready to make yours.

Personalized Websites

A website is an effective way for our top producers to continue expanding their brand through a CFG or DBA lens. Our individual/team website packages can be simple and sleek or more complex and robust, depending on what you desire.

*Note: Only available to DBAs.

Splash Pages

In essence, a splash page is a “learn more about me” page that serves as an extension of a bio. Advisors have the ability to list their service offerings, discuss their target markets, explain the CFG approach, and introduce their team members (if applicable) in a user-friendly and visually appealing way.

*Note: Available for Leaders level only.

Calendly Set Up

  • Calendly is an automated scheduling software that helps you to easily set up consultations for your practice.

    • Mobile app

    • Integration with Office 365 calendar

    • The ability to customize your availability for each event type

    • The ability for clients to choose what kind of meeting they want and select the best time to meet

    Please note that Calendly is offering new MassMutual users as 35% discount on Standard and Teams plans!

    • Click here to sign-up for Calendly

    • Enter your email address and select “Get Started”

    • Select “Click Here”

    • Create your Calendly URL

    • Connect to your desired calendar

    • Set your availability

    • Set your day to day role

    • Click “Finish”

Headshots

If you haven’t taken yours yet, be sure to do so! A headshot builds trust, strengthens client relationships, and makes you more recognizable and relatable.

Advisor Marketing Activity Hub

Welcome to the ever-growing and developing Advisor Activity Hub. CFG provides a wealth of materials and resources to help you grow and maintain a successful practice with the firm.

Have any questions or need help? Submit a marketing ticket or email us at