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.

Assess Your Current State
Know Your Audience
Define Your Challenges
Set Your Goals
Establish Your Strategy
List Your Tactics
Create Milestones & Accountability
Evaluate Your Resources
Report, Analyze & Optimize

Search Engine Optimization (SEO) is the method used to attract users to your website and content by ranking highly on search engines like Google, Bing, or Yahoo.

According to Hubspot, 68% of global online experiences begin with an online search.

But it’s a race that never ends; it takes regular monitoring and updates to improve your rankings and stay ahead of the competition.

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

Marketing Plans 101

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