Your Annual Marketing Plan, Part IV: Try a New Way to Define Goals and Budgets
In my final post on annual marketing planning, I want to touch on two topics that always seem to generate a lot of confusion. How should you...
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Your Annual Marketing Plan, Part IV: Try a New Way to Define Goals and Budgets
In my final post on annual marketing planning, I want to touch on two topics that always seem to generate a lot of confusion. How should you define your marketing goals? And how do...
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Annual Marketing Plans, Part III: How to Avoid Sabotaging Your Own Planning Meeting
As I mentioned last time, most advisors start their annual marketing planning meeting by reviewing their progress against the firm’s busines...
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 to understand the method behind our madn...
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 plan, right? I hope you aren’t spending mo...
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 you might find interesting. Sixty percen...
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 WealthManagement.com surveys, companies t...
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