Marketing Plans 101

Do you want to expand your client base and attract new prospects?

Having an in-house marketing plan is key to growing and expanding your business. This guide will walk you through the process of developing a marketing plan step-by-step that will work for your company and your clients.

 Did you know 80% of financial advisors who produce at least $1 million have documented marketing plans*?

It’s not too late to implement a marketing plan for your
financial advisor business; we’ll teach you how!

This guide will walk you through a nine-step process of developing a marketing plan that will work for your company and your clients.

1. Assess Your Current State
2. Know Your Audience
3. Define Your Challenges
4. Set Your Goals
5. Establish Your Strategy
6. List Your Tactics
7. Create Milestones & Accountability
8. Evaluate Your Resources
9. Report, Analyze & Optimize

Download our Marketing Plans 101 Advisor Guide to elevate your strategy and see real results.