Farther Marketing Quick Reference: Which Resource Should I Use?
Use this guide to find the right approved marketing resource for your prospect or client. Start with the situation that best matches yours, then open the relevant guide in the Farther Marketing Library before taking action.
Quick reference
| Your situation | Resource to use | Your next step |
|---|---|---|
| New prospect from Advisor Direct | Advisor Direct sequence | Review the AI Executive Summary, confirm ownership and enrollment setup, and personalize your copy. |
| Prospect referred by a client, friend, family member, or professional contact | Client Referral sequence | Add the referrer's name to referred__by, confirm deal ownership, and enroll manually. |
| Prospect from a third-party lead program | Smart Assets / Third Party sequence | Confirm sender details and enrollment setup; personalize a copy of the shared master. |
| Prospect completed discovery or needs recommendation follow-up | Discovery-to-close communication | Choose the resource matching the stage: Discovery Completed, Discovery No Show, or Recommendation. |
| Prospect completed discovery and received recommendations but is not ready to proceed | 180-Day Not Yet Ready nurture sequence | Choose the appropriate persona: Working Professional, Pre-Retiree, Business Owner, or Retiree. Follow the current nurture SOP for manual enrollment. |
| Established COI or referral partner needs ongoing nurture | COI / Referral Partner workflow | Confirm COI Type, contact owner, sender details, scheduling link, and Referral Campaign opt-in. |
| Eligible client's birthday is approaching | Birthday E-Card workflow | Verify birthday, contact owner, Farther Firm Communications, and client subscription status. |
| Client is approaching a scheduled financial review | Review Reminder workflow | Check review frequency, Last Meeting Date Completed, Proposed Next Review Date, and Review Booking Status. |
| You need to send the standard advisor newsletter | Advisor Newsletter template | Confirm the approved template, audience, and signature. Contact Marketing if you cannot locate the current version. |
| You want to share educational content with clients | Client Insights Campaign | Review the campaign guide, preview the content, and confirm audience and setup requirements. |
Before you launch
- Confirm the contact: Verify ownership, email address, contact stage, and required properties.
- Check the sender: Confirm sender details, connected inbox, scheduling link, and applicable communication permissions.
- Protect shared assets: Do not edit shared master sequences, workflows, or templates unless authorized. Make a copy when instructed.
- Personalize and review: Check names, links, signatures, tokens, and email content before sending.
- Monitor communication: If a conversation starts outside a sequence, manually unenroll the contact when appropriate. If someone asks not to be contacted, follow the opt-out process and update their communication status promptly.
- Use the current SOP: If the library and a linked guide conflict, verify the current process with Marketing before proceeding.
Not sure which resource to use?
Start with the Farther Marketing Library.
Advisor Marketing: advisormarketingrequests@farther.com — for campaign selection, approved assets, templates, and process guidance.
Farther Helpdesk: For technical issues with sequence enrollment, workflows, sender profiles, or personalization.
Remember: This quick reference helps you find the right resource; always open the approved campaign guide for the complete instructions and verified HubSpot links.