Episode # 15 – The Anatomy of an Advisor Marketing Plan

by Kirk Lowe and Matt Halloran | ModMarketing

Advisor Marketing Plan

More than just compiling a list of tactics and getting it done. Kirk and Matt discuss how to quickly organize your advisor marketing plan to increase the chances of it being understood, being accepted as a part of your day-to-day business, and getting implemented.
It’s about
– What are you building?
– Why are you building it?
– What areas are you focusing on?
– What needs to get done?
– Who is going to do it?
– When is it going to get done by?
– What are the success criteria?Before doing any of this it’s critical to clearly define your ideal audience and what your message/stance/story needs to be for this ideal audience.