LIVE WORKSHOP:
We Tracked 12,000+ Advisors for a Year.
Here’s What Grew Their Lists.

Susan Theder

Susan Theder
CMO & CXO
FMG

Headshot-Sam-2026

Samantha Russell
Chief Evangelist
FMG

Thursday, November 19th at 11am PT  |   2 pm ET

We Tracked 12,000+ Advisors for a Year. Here’s What Grew Their Lists.

Some advisors grew their lists 30% faster than everyone else. We found out exactly why.

It wasn’t a bigger budget, a viral post or more hours in the week. The advisors who grew fastest followed a strategy any advisor can use, and most never do.

Susan Theder and Samantha Russell will break down exactly what worked, and give you the playbook to put it to work in your own marketing.

What you’ll learn:

  • 1. The 45% Club
    Fewer than half of advisors stay consistent all year. See what the ones who do have in common, and the 24-touch rule that separates growing lists from stalled ones.

    2. Why your marketing goes quiet
    The real reasons marketing stalls, and how Do It For Me advisors keep a full month of email, social, blogs and video going out in about 30 minutes with their concierge.

    3. Behind the calendar
    An inside look at how Susan and Samantha plan advisor marketing month by month, including real Do It For Me emails behind a 33% average open rate.

    4. Getting found by ChatGPT
    How to show up when clients and prospects turn to Google, ChatGPT, Perplexity and AI Overviews for answers.

    5. Live Q&A with the research team
    Why even the most disciplined marketers grow faster with help (the 37 vs. 25 surprise), plus answers to your questions, live.

Plus everyone who signs up gets our Best of Do It For Me swipe file - Real emails, social posts, blog examples, and a glimpse into the December calendar!

Stop guessing what works. Start doing what the data proves.
Come see exactly what the fastest-growing advisors did differently, and leave with The DIFM Swipe File!

Register for the Live Workshop 👇

The typical Do It For Me advisor added nearly 3x as many net new contacts as self-managed advisors.

— FMG Research

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