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009 Financial Advisor Marketing Plan

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Situation Analysis _ This is the current state of your business. It is where the question of why you are in business is answered. What products do you offer? What problem are you trying to solve? Also, how is your business different than others? The situation analysis is a look at the inner_workings of your business to identify product and service offerings, differences, and the main reason why you exist. Business owners can build a firm foundation for their mission and vision statement with this information and are better able to communicate their value to customers.

In the end, we should not forget to specify how the plan (or plans) will be controlled, by what means we will measure its results.We will see how to build the marketing plan, what is its structure: after we will see how to build the traditional marketing plan, we will take a look at the e_marketing plan and see how the unique features of the internet will require some changes in the approach of writing a marketing plan.

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