Access the tools you need to bring the campaign to life in your region. To answer your questions see attached Playbook.Download the Digital Marketing Toolkit
The new PFM Pitch deck is available on the BRAIN and PFM Store.
Prints ads for each pillar can be run in local publications as part of your local efforts around the campaign. Customizable templates with local address and phone number are available to be ordered. Send the completed order form to Marketing: gs-pfm-marketing-requests. Costs will be managed by offices while insertion will be managed centrally.
Social post for each pillar are available for advisors on LinkedIn. If you are not signed up for the autposting program sign up today.
Direct mail postcards for each pillar can be sent as part of your local efforts around the campaign. Customizable templates with local address and phone number are available to be ordered on the PFM Marketing Store
Prospecting emails will be available in Engage. Your local office has one Engage license holder that will be able to send on behalf of all advisors in your office.
Know the protocol for connecting local media outlets with our story and your office. Review the document here PR & Media Protocol.
Read the storyline that our PR agency will forward for our National Media Pitch. It’s great context to our PR approach.
Reach out to local media outlets following the protocol and approved Media Letter.
Leverage our story with clients and prospects using these Talking Points.