Annual Marketing Plans, Part II: 6 Tips for Better Planning Meetings. Last time, I told you about the crazy way we run annual planning meetings at FiComm. Now I want you... Read More
It’s Time to Get Ready for Your Annual Marketing Planning. First, Break Everything. The year is almost over. That means it’s time to write your annual marketing plan. (You do have a... Read More
Vendors, Why Aren’t You Personalizing Your Marketing to Advisors? I’ve been writing about Penton’s WealthManagement.com for a few weeks. There’s one final data point... Read More
Marketing Support Providers: What Advisors Really Want from You Last time, I may have given a few people a heart attack. As I mentioned, according to The Penton’s ... Read More
If You Provide Marketing Support to Advisors, You May Want to Sit Down for This I’ve been talking about the Penton’s WealthManagement.com surveys of advisors and their service... Read More
How to Translate Marketing into a Language Advisors Understand In my last post, I shared a few data points from the recent Penton and WealthManagement.com surveys... Read More