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...
Ficomm Insights
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...
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...
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...
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 ...
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...