Marketing Strategy Audit
$1225
Are you ready to level up your advisor marketing? Our coaching andconsulting programs are designed to help you knock out your goals and achieve actual results. Ready to get started?
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DESCRIPTION
Are you stuck in a rut when it comes to marketing your practice? Are you ready to level up your content, and engage in the digital world of prospecting but aren’t sure where to start? This program is ideal for established advisors, or advisor teams, who are ready to take a closer look at their marketing strategy and improve their results. Marketing is just like anything else in your business your strategy needs to grow and change over time! This 3-hr Audit Session is specifically designed to help audit your current strategy, and set new goals and processes based on what’s working (and what’s not).
WHAT YOU’LL GET:
- Two 1-hour coaching sessions/month
- Auditing your current strategy and brand , and walking you through how to leverage analytics to grow and improve
- Creating a content creation plan that’s scalable, and helps to showcase your voice
- Developing a brand guide to use across all content channels and marketing outlets
- Building a plan for lead generation and effective lead nurture
- Determining how to best use social media based on your growth goals, and where your current engagement exists
- Creating a custom, 12-month marketing calendar for you and your team to follow
- Follow up actionable to-do lists after each session
- Ongoing support for finding tools and resources to help facilitate your success
- Unlimited email access during our 3-month engagement