Advisors: The Only “Marketing Plan” You Need for Next Year

#WednesdayWisdom Tip:

Survey your clients to determine your marketing activities for next year.

Advisors often get overwhelmed with the thought of building a marketing plan and tracking its results. Rather than fret over the need to schedule marketing strategy sessions with your team, use your clients to determine the approach you will take on a quarter by quarter basis.

What are the takeaways?

1. Survey your top 25 clients and identify themes from the results relating to what they are most excited about, worried about and proud of.
2. Hold an intimate event and an educational event in Q1 that’s tethered to the top theme.
3. Only put out content in Q1 that relates to that theme and only speak to COIs who are working with clients experience those thoughts and feelings.