Request Your Free Playbook Now:
"How to Build Your Ultimate Marketing Plan"
Download your marketing plan template today.
IFor financial advisors, it can be difficult to find time to dedicate to your marketing plan — and even tougher to figure out where to start.
In this interactive workbook, you’ll walk through every step of building a successful marketing plan, including:
- Setting reasonable goals
- Determining KPIs for measuring success
- Segmenting your audience and deciding on tactics
- Establishing your budget
0687-OAS-3/27/2023
Offered Free by: Orion Advisor Tech
