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"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

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