Digital Marketing Program:
Best-in-class tools exclusively
for M Financial Member Firms.
The Member Firm Digital Marketing Program is tailor made exclusively for the needs of M Financial Member Firms with tools that are not available anywhere else to provide messaging and design that focuses on showcasing your Firm’s unique advantage in a modern, professional, mobile friendly website, providing validation and knowledge to better serve your client’s needs.
Website Development:
Your website is often your firm’s first impression,
make it count.
The Member Firm Website Program’s focus is on showcasing your Firm’s unique advantage in a modern, professional, mobile friendly website, providing validation and knowledge to better serve your client’s needs.
Our Goals for Your Website
- To elevate and validate your web image and presence.
- To showcase your firm’s story and capabilities.
- To inform and educates your advisor network and policyholders.
Process, features, and insights that support website goals:
Discovery
We uncover your firm’s story and makes it unique
Design
A professional or business casual design that showcases your unique and special capabilities
Features
Exclusive M features like content and blog syndication
Services
Support and Compliance teams to streamline updates
Performance
First class hosting, availability and maintenance
Designs that support goals:
Expertise
Include photos, names and relevant experience.
Accomplishments or trusted memberships
Testimonials, Awards and Certifications
Quotes from real customers and partners (“trusted by…”) or accolades that speak to firm’s presence in community.
Availability
Office location, emails and phone numbers offer personal attention.
Knowledge
Articles or blogs that highlight industry expertise that speaks to client’s pain points with brief summary for easy reading.
Social Media
Showcase industry knowledge and firm culture by linking to top social media platforms.
Services
Describe the firm’s unique approach to customer service.
Content Development:
Your story is what your clients connect with. Let us help make it stronger.
The Member Firm Content Program focuses on writing content to tell your story for building confidence and trust in the firm’s services while providing validation, transparency and knowledge so that meaningful relationships can be fostered to serve the client’s needs.
Our Goals for Your Content:
- To increase trust and provide useful information to advisor network
- To provide validation of your firm’s capabilities, as well as to educate and inform policyholders.
- To retain multi-generational clients (member retention and loyalty).
Process, features, insights that support website goals:
Discovery
Our team of content strategists have analyzed the unique advantages of M Financial Member first.
Interview
We talk to you and understand what sets your firm apart from the rest.
Plan
The Member Firm competitive advantages are combines with your unique story.
Write
This forms the basis for your content. Use it for your website, and all of your other marketing and publications.
Content types that support goals:
Expertise
Include photos, names and relevant experience.
Accomplishments or trusted memberships
Testimonials, Awards and Certifications
Quotes from real customers and partners (“trusted by…”) or accolades that speak to firm’s presence in community.
Availability
Office location, emails and phone numbers offer personal attention.
Knowledge
Articles or blogs that highlight industry expertise that speaks to client’s pain points with brief summary for easy reading.
Social Media
Showcase industry knowledge and firm culture by linking to top social media platforms.
Services
Describe the firm’s unique approach to customer service.