This column provides an agenda that firms should follow to develop a strong marketing plan for 2016. It is important to be brutally honest when evaluating the good and bad aspects of this years marketing plan when developing a plan for next year. Think big when setting up a strong client acquisition goal, but make sure the goal is realistic. Carefully plan out what actions will need to be taken and what tactics the firm will need to adopt. Creating a fixed routine and then committing to it is an important thing for a firm to do if it wants to accomplish its goals. Finally, it is important to cut down the marketing plan and adopt simple and action friendly language.
See Stephen Boswell and Kevin Nichols, Create a Rockin’ Marketing Plan in Less Than 45 Minutes, Wealth Management, December 10, 2015.
Special thanks to Jim Hillhouse for bringing this article to my attention.
