Your 2017 Advisor/Client Marketing Checklist - Horsesmouth
Your 2017 Advisor/Client Marketing Checklist Advisor Client Get all of your 2017 marketing done in just one phone call! Dear Advisor, Need a marketing plan for 2017? Time to set up a monthly drip? Strategize a workshop schedule? Meet some CPAs? The Advisor/Client Marketing Program helps you achieve these kinds of goals and more. As a member, you can download and brand over 60 marketing campaigns. educational PowerPoint presentations 100 client-facing articles sales letters emails social media lead magnets and more. Branded with your picture and contact information. All campaigns come with step-by-step checklists, toolkits and FINRA review letters when needed. Take a look at some of our most popular campaigns: 60 Campaigns Plus Coaching! Join Today! Send a branded “Financial Insights” touch every month to stay top-of-mind with clients. Launch a series of Retirement Income workshops that generate introductions and referrals. Host one or more Social Security seminars for CPAs and offer continuing education (CPE) credits. Download the “21 Key Stats” lead magnet to attract website leads. But this is no DIY program. As part of your membership, you get real-time industry guidance from Sean Bailey, Editor-in-Chief, and his team of marketing experts. In our monthly webinars, we act as your chief marketing officer to keep you organized, on track and most of all – visible! For a complete list of upcoming webinars, see the 2017 Advisor/Client Marketing Checklist on the following pages. (We reserve the right to change topics as market conditions warrant.) Join today and check off the marketing box on your 2017 business plan. Whether you need a marketing plan, content strategy, workshop PPT, or CPE credit, you can get it all in Advisor/Client. Enroll in Advisor/Client today! Visit www.horsesmouth.com/advisorclient or call (888) 336-6884 ext. 1
YO U R 2 0 17 A D V I S O R / C L I E N T M A R K E T I N G C H E C K L I S T JANUARY 5th Advisor Marketing Boot Camp, Session 1 Build Your “We Will Conquer!” Marketing Plan for 2017 Attack 2017 with a marketing plan that brings in the leads and positions you as the ‘go-to’ advisor in your target market. Advisor Marketing Boot Camp, Session 2 Set up a communications game plan that keeps you top-of-mind, month-after-month, with clients, prospects, referrals, and COIs. Advisor Marketing Boot Camp, Session 3 Strategize Your 2017 Presentations and Event Plan Advisor Marketing Boot Camp, Session 4 Design a simple digital marketing plan that generates leads, raises your visibility, and transforms your website into a busy marketing hub. Review Key Data Card branding Download PPT and script Download lead magnet Download marketing toolkit Click to order Personalize cover letter Distribute Brand marketing materials Begin promotion Host workshop Follow-up Brand landing page Set up ads Download follow-up emails 21 Key Stats Lead Magnet FEBRUARY 9th Advisor/CPA Strategize Your 2017 COI Marketing Plan Strategize 12 months of marketing activities to help you meet and cultivate your best centers-of-influence (COIs), especially CPAs. Assess last year’s marketing Retirement Income Workshop JANUARY 26th Create Your 2017 Digital Marketing Plan Download marketing plan worksheets 2017 Key Data Postcard JANUARY 19th Get in front of 30 prospects at once! Produce a social and educational events plan that attracts large turnouts with the least amount of effort and expense. Complete profile FastStart Marketing Plan JANUARY 12th Establish Your Communications Masterplan for 2017 CPE Credit Guide Review CPE Credit Guide Build COI list Select marketing activities
YO U R 2 0 17 A D V I S O R / C L I E N T M A R K E T I N G C H E C K L I S T FEBRUARY 23rd Design the Ultimate Marketing Kit for 2017 Create a multi-purpose, high-impact, marketing kit that establishes your credentials and gets you referred by clients, prospects and COIs. List of Services Template MARCH 16th How to Hold a Lead-Generating Webinar Double the effectiveness of your workshops and seminars by adding webinars that will pull in “too-busy-to-meet” prospects without you ever leaving your office. Advisor/CPA How to Get in Front of CPAs This Summer Tap Into a Whole New World of Warm Prospects with Super Simple Facebook Ads Download PPT Decide on introduction strategy Download marketing toolkit Download branded postcard Brand with picture and logo Distribute Choose provider Download ads and landing page Host webinar Follow-up with emails Review workshop presentations Formulate COI value prop Choose headline and copy Set budget Create ad 21 Key Stats Display Ad MAY 18th Your Summer Action Plan Take your prospecting to the beach with these breezy marketing ideas that will get you in front of referrals and prospects all summer long. Choose services Social Security Presentation APRIL 6th Create some lead-generating Facebook ads that can drive traffic to your website, your workshops, and your business. Download Excel template Lead Gen Landing Page MARCH 30th Form close strategic alliances with 10 CPAs this summer by following a specific system that demonstrates your expertise, builds trust, and drives referrals. Cybersecurity Scorecard Distribute Host cybersecurity workshops
YO U R 2 0 17 A D V I S O R / C L I E N T M A R K E T I N G C H E C K L I S T JUNE 15th Simple, Easy, Cost-Effective Ways to Get Started with Video Ready, set, ACTION! Go Hollywood with this step-by-step guide on how to create videos that increase your reach, your website traffic and your Google ranking. Hot-Button Client Workshops for Fall Advisor/CPA Fall Marketing With CPAs Download PPT and script Download workshop PPT Review branding Download marketing toolkit Choose hosting platform Post video Download branded postcard Promote workshop Follow-up Invite CPAs Award CPE certificates Follow-up LinkedIn for CPA Workshop SEPTEMBER 14th Fall Marketing Ideas for Clients and Prospects Make this your best year ever with some easy marketing efforts you can roll out quickly to bring in new business, eager referrals, and held-away assets. Decide on DIY or pro Retirement Income PPT JULY 27th Set up a series of client education workshops and high-level strategy meetings with your favorite COI(s). Download sample script Explainer Video JULY 13th Get in front of pre-retirees with education workshops that tap into clients’ hot button retirement issues. Click to order Distribute Set appointments Last Chance Checklist SEPTEMBER 21st Advisor/CPA How to Get More Referrals from CPAs Build a “network of experts” whose sole purpose is to exchange referrals, expand your service mix, and promote your business. Referral Guide Review COI list Decide on theme and format Distribute
YO U R 2 0 17 A D V I S O R / C L I E N T M A R K E T I N G C H E C K L I S T OCTOBER 12th How to Find a New Niche for 2018 Zero in on a new target market for 2018 that can energize your prospecting and position you as the big fish in a profitable pond. How to Market Yourself Into a New Niche Download marketing toolkit Download calendar Segment client list Conduct information interviews Create niche marketing kit Contact COIs Schedule event COI Drip Schedule DECEMBER 7th 2018 Killer Marketing Ideas and Trends New marketing ideas, campaigns, and techniques to consider for a brand new year. Download worksheets Niche Strategy Worksheets NOVEMBER 2nd Break into a new target market with this 10-step plan for impressing niche leaders and establishing your credentials. Review Select dates for marketing campaigns 2018 Advisor Marketing Calendar Take Care of Next Year’s Marketing Now! Enroll in the Advisor/Client Marketing Program today and by this time next year, you’ll have a communications plan, digital strategy, and other marketing systems in place and ready to ramp up for 2018. Join Advisor/Client Today! Visit www.horsesmouth.com/advisorclient or call (888) 336-6884 ext. 1 100% Satisfaction Guaranteed or Your Money Back!
Marketing Plan for 2017. Attack 2017 with a marketing plan that brings in the leads and . positions you as the 'go-to' advisor in your target market. FastStart Marketing Plan omplete profileC ownload marketing planD worksheets ssess last year's marketingA. FEBRUARY 9. th. Advisor/CPA. Strategize Your 2017 COI . Marketing Plan
Marketing & Business Development KPI Examples 1. Client Growth Rate 2. Dormant Client Percentage 3. Average Fee per Client/Matter 4. Average Fee per NEW Client/Matter 5. Marketing/Business Development Budget Ratio 6. Marketing/Business Development Cost per Client 7. Client Retention 8. Growth in Top Clients 9. Practice Areas per Client 10.
Jul 25, 2019 · Where: Client List Client Profile. Note: Please search for each client before creating a new record. See “ Search for a Client” for more information. To add a new client to the system, follow the steps below. 1. On the left menu, click . Client List. 2. On the Client List screen, click . Add Client. Figure 2-2: Client List screen, Add .
UNIT: - I BASIC CONCEPTS IN MARKETING MANAGEMENT STRUCTURE 1.0 Introduction to Marketing 1.1 Definition of Marketing 1.2 Evolution of Marketing 1.3 Marketing Concept 1.4 Role of Marketing 1.5 Strategic Marketing Planning 1.6 Scope of Marketing 1.7 Approaches of Marketing 1.8
May 05, 2011 · 3022 Broadway . Uris Hall, Room 604 . New York, NY 10027 . dn75@columbia.edu . May 5, 2011 . Abstract . We review accounting principles related to the reporting of marketing activities and evaluate their implications for marketing research and practice. Based on our review, we argue thatFile Size: 393KBPage Count: 50Explore further(PDF) Strategic Marketing and Marketing Strategy: Domain .www.researchgate.net(PDF) Marketing Management - ResearchGatewww.researchgate.net5 Marketing Management Orientationscommercemates.com5 Marketing Concepts: Marketing Management Philosophieswww.iedunote.comBasic Marketing Principles - Mercer Universityfaculty.mercer.eduRecommended to you b
Testing for JavaScript Execution (OTG-CLIENT-002) Testing for HTML Injection (OTG-CLIENT-003) Testing for Client Side URL Redirect (OTG-CLIENT-004) Testing for CSS Injection (OTG-CLIENT-005) Testing for Client Side Resource Manipulation (OTG-CLIENT-006) Test Cross Origin Resource Sharing (OTG-CLIENT-007) Testing for Cross Site Flashing (OTG .
1. Understand what a marketing manager does. 2. Know what marketing strategy planning is—and why it is the focus of this book. 3. Understand target marketing. 4. Be familiar with the four Ps in a marketing mix. 5. Know the difference between a marketing strategy, a marketing plan, and a marketing program. 2–2
International Marketing (3) Sales Management (3) Marketing of Financial B2B Marketing (3) Marketing Strategy (1.5) Media Planning ( 1.5) (3)Brand Management (3) Retail Marketing ((3) Marketing Engineering (1.5) Rural Marketing (3) Innovations in Marketing (3) Customer Relationship Management (3) Sales Promotion (3) Marketing for Entrepreneurs
men’s day worship service. It is recommended that the service be adjusted for specific local needs. This worship service is designed to honor men, and be led by men. Music: Led by a male choir or male soloist, young men’s choir, intergenerational choir or senior men’s choir. Themes: Possible themes for Men’s Day worship service include:
