How to Build Your 2019 Financial Planner Marketing Plan
As the year draws to a close, attention is turning to making plans for 2019.
You might be closing this year completely happy with the business results you’ve secured. You might be approaching 31st December thinking you could have done more, that you would like to or need to do more next year.
When we speak to financial planners, many tell us they feel directionless when it comes to their marketing plan.
They’ve got plenty of ideas, they might even know what sort of things they need to be doing in order to achieve their business goals, but they often lack strategy.
In our latest free webinar, I covered the steps you need to follow to build your 2019 financial planner marketing plan.
I talked about analysing your current situation, understanding your target audience, establishing your marketing goals for 2019, forming a communications strategy and tactics, setting a budget for your marketing, and documenting your plan.
There were also a couple of questions at the end, about the effectiveness of combining a lead magnet with Facebook Ads, and whether to opt for blogging or vlogging.
If you watch the webinar replay, there’s a bonus free gift at the end, allowing you to download the 2019 Financial Planner Marketing Calendar (£9.99 value) for free!
If you missed the live webinar this morning, you can watch the replay now here.
Our next webinar, which will be broadcast live at 11am on Thursday 10th January 2019, is all about how to record, publish and promote your financial planner audio podcast.
If there are specific financial planner marketing topics you would like us to cover in future webinars during 2019, please let me know.