From working with thousands of financial advisors over the years, I have two observations when it comes to successful financial advisor marketing plans:
With that said, here is a guide to building your “genius” sales and marketing plan in 4 straightforward steps:
1) Assessment
2) Goals
3) Activities
4) Self-Coaching
In today’s installment, let’s discuss the first step, assessment. We will present the subsequent 3 steps again in the near future.
Self-Assessment and Marketing Checklist
From a marketing standpoint, what’s your current reality? Where are you right now with respect to the important components of your sales and marketing plan?
To help jumpstart your assessment of your present state of marketing readiness, we’ve put together a 24-point marketing checklist. Coaching Note: A jumpstart is a jolt of energy that only gets the motor going only, i.e. the rest of the driving is all your responsibility. To ensure the success of your marketing plan, you’ll want to make it your own by adding customized elements to this checklist.
Marketing Checklist:
Marketing Self-Assessment: Learn and Adjust
Conclusion
I trust this helps. One of the key behaviors that we find amongst the best-of-the-best financial advisors is their ability to reflect on past successes and challenges. To ensure the development of a powerful financial advisor marketing plan that inspires you and propels you forward, take the time to think ON your business. This might include reflecting on what’s worked for you in the past, what hasn't, and taking to bold action to change and improve upon what you’ve already accomplished.
Follow the steps above. Take some time to build your own checklist. Spend additional time thinking ON your current marketing reality. These are the critical first steps in building an effective marketing plan that reflects your own genius.
Stay tuned. More to come…
For a ClientWise Learning Tool that describes public relations strategies that you can implement in conjunction with your marketing plan, please download below: