Farther Marketing Library
Find ready-to-use campaigns, templates, tools, and HubSpot guides to connect with prospects and clients. Browse by goal and follow the steps to get started. Need help? Email advisormarketingrequests@farther.com.
Before you start
This page is designed for quick browsing, not enrollment. Open the confirmed source first, then follow the next step shown in the card.
New leads
Use these assets when a new prospect enters your pipeline and you need a clear next step, a defined sequence, or a documented outreach process.
HubSpot sequence
When to use it: Use this for prospects acquired through Farther’s Advisor Direct lead gen program.
Next step: Review the AI Executive Summary, confirm the auto-enrollment setup, and personalize only your copied version of the sequence.
Duplication confirmed: Make a copy of the shared master before editing emails or call tasks.
HubSpot sequence
When to use it: Use this for prospects referred by clients, centers of influence, friends, or family after the initial referral conversation.
Next step: Add the referrer’s name to the referred__by property, confirm deal ownership, then enroll the contact manually.
Duplication confirmed: Make a copy of the shared master before editing Email 1 or any call task details.
HubSpot sequence
When to use it: Use this for prospects matched through third-party lead programs where speed and sender readiness matter.
Next step: Review your sender profile, confirm enrollment setup, and make changes only in your copied version of the sequence.
Duplication confirmed: Make a copy of the shared master before editing automated emails or task instructions.
HubSpot communication flow
When to use it: Keep active prospects informed and engaged from discovery through recommendations and the decision to become a client.
Next step: Review the guide and choose the communication that matches the prospect’s current stage.
Duplication confirmed: Make a copy of the shared master before editing automated emails or task instructions.
Nurture
Use these workflows when a prospect or referral partner should keep hearing from Farther, but the relationship needs a slower, more structured cadence.
HubSpot workflow
When to use it: Use this for warm prospects who completed an initial consultation, are open to future conversations, but are not ready to move forward now.
Next step: Set Contact Owner, Lead Status to Not Yet Ready, and Lead Nurture Persona before you rely on the automated enrollment rules.
When to use it: Use this for known centers of influence and referral partners such as CPAs, attorneys, mortgage brokers, and similar professional contacts.
Next step: Confirm COI Type, contact owner, sender details, scheduling link, and Referral Campaign opt-in before the contact is allowed to enter the workflow.
Client care
Use these campaigns to keep scheduled service moments on track, with advisor follow-up where the process requires it.
HubSpot workflow
When to use it: Use this to send an automated birthday greeting to eligible clients when birthday, ownership, and communication requirements are all in place.
Next step: Confirm Birthday, Contact Owner, Farther Firm Communications, and client subscription status before you copy or turn on anything.
Duplication confirmed: Clone the master workflow before changing owner filters, email steps, or template selection.
HubSpot workflow
When to use it: Use this for clients who are approaching their next scheduled financial review on an annual, semi-annual, quarterly, or monthly cadence.
Next step: Check review frequency, Last Meeting Date Completed, Proposed Next Review Date, and Review Booking Status before you rely on the reminder flow.
Client communication
Email template
When to use it: Use this when you need to share the standard advisor newsletter with the right audience and the approved signature.
Next step: Review the standard email template, confirm the audience and signature, and align the sending process with Marketing.
Client campaign
When to use it: Stay connected with clients through relevant educational content and financial insights.
Next step: Preview the content and review the campaign’s audience requirements and setup instructions.
Connected with a prospect?
If a conversation starts outside the sequence, unenroll manually. If they ask to stop, follow the opt-out process and update the record status right away.
Quick note
Use the campaign guide when the next step is unclear. If the catalog doesn’t confirm a link or setup detail, leave it as " To be confirmed ".
Need help?
Use Marketing for campaign guidance. Use the Farther Helpdesk when a workflow, sequence, sender profile, or personalization rule is not working as expected.