What to Automate, Delegate, and Simplify (Walkthrough)

📅 Did You Know? Workshop: 4/22 @ 11 AM PT / 2 PM ET — The Advisor’s Marketing Delegation Playbook: Work Smarter, Grow Faster. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

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Did you know you can turn your marketing into a system that runs—without managing every step or spending time on the wrong things?

Work Smarter, Grow Faster:

The Advisor’s Marketing Delegation Playbook

Wednesday, April 22 @ 11 AM PT | 1 PM CT | 2 PM ET

Yes, Sign Me Up!

Register now to receive the replay if you can’t attend!

Hi there,

Keeping your marketing consistent is a challenge for most advisors—and it’s costing more time than you think. In fact, 71% of marketing “cost” is your time.* But what if your marketing ran consistently and predictably—with a clear focus on what actually drives growth, without everything falling back on you?

That’s exactly what we’re seeing from advisors and their teams who’ve built a smarter system—saving 8–10+ hours per month and increasing output by up to 3x by automating and delegating the right activities.

If you’re ready to see what’s actually worth your time—and how top firms handle the rest—join our next workshop!

* According to Kitces Research

Exclusive Perks for Registrants

You’ll get FMG’s new Marketing Delegation Framework—a simple system to help you stay consistent and confidently decide what to keep, delegate, or stop doing.

We’ll show you how to use your FMG tools and build a system to delegate your marketing—so your support staff, an intern, or an outsourced partner can run it across email, social, client outreach, and events.

Here’s what you’ll walk away with:

⚡ Where your time is going—and what you can automate or hand off right away

📋 What should actually get done each day, week, and month—and what’s worth your time

🤝 How to divide responsibilities while staying visible and in control

👀 Get a sneak peek at a new tool designed to increase your visibility—without adding more work

Register now to get a clear plan for what to focus on, delegate, and stop doing—so your marketing runs like a system instead of a scramble.

All the best,

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