Marketing Advisor 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.
Please use the resources below to help you in your model week/Marketing 6-Week Jumpstart! There is also an Airtable tracker that you will use to stay on top of your ongoing activities in your beginning weeks with CFG.
Please reach out to Mitch Gessay and he will share the tracker template to your Airtable account. After receiving access to your own tracker, please fill out the Jumpstart Activity #’s in the first six weeks and then transition to the Ongoing tab after. The Jumpstart Key is a tab that explains the “why” behind each activity, and the importance of each.
Onboarding | Social Media | Email | Seminars & Webinars | Events
Onboarding, Training & Implementation
We take a comprehensive approach to training, offering a fast-start BASICS program, self-study components, and marketing activities to help you begin your advisor journey.
Social Media
How can you maximize your digital presence and win new business? With a strong online profile.
Once you've identified quality leads having the right prospecting strategy is critical to moving from a lead to a sale.
Seminars & Webiars
Did you get invited to host a seminar? Or are you looking to facilitate a webinar on your own? Check out our topics & turnkey materials to get started.
Events
Attending events are extremely important to growing/developing your top of funnel activity. In the Event section, you’ll find helpful tips & tricks to prepare for and find upcoming events near you.
