Many financial adviser firms don’t have marketing strategies. In fairness they may not employ any marketing people so it might not be a priority. But the global crisis has given us a time to reflect. Coming out of the crisis with a simple written marketing strategy could be a strong foundation for growth.
Learning objectives:
- The power of a clearly defined offer
- Why marketing strategy doesn’t have to be complex – you can do it on a few pages
- Nailing your offer, setting goals and planning marketing activity
- Keeping marketing simple. Engage. Don’t enrage.