Efficient and effective marketing plays a huge role in ensuring your business can survive – and thrive – in changing conditions. Yet many financial advisors and agents don’t know how to do it at all, and ignore or downplay what should be a top priority. To be successful in a challenging market, you have to take ownership in the creation of your marketing program.
In this workshop, we’ll take abstract marketing concepts and turn them into practical, tactical solutions you can deploy right away. You’ll create a marketing workflow that saves time, makes a bigger impact, and brings in more sales.
How to standardize and systematize your marketing
How to select marketing focus topics
How to create a marketing calendar using your focus topics
How to use that calendar to generate ideas for months and years to come
How to apply the concept of account rounding to your marketing efforts
Best of all? You’ll learn these things by doing them yourself.
When you leave this workshop, you’ll have a cohesive marketing plan for the next 90-120 days. You can then use the techniques you learned to create an evergreen annual marketing plan that’s easy to implement and maintain.