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016 Financial Advisor Marketing Plan Example Competition Fresh Documents

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Target Market _ Based on research, the target market section defines the ideal customers for your business. Who and where are your ideal customers? It defines income, gender, and level of education for your target market. When defining your target market, business owners should look at census, demographics, and other secondary information. A clearly defined target market enables business owners to better use resources to obtain new customers.

To prepare for your discovery meeting you first have to contact Marketing.com using their online form, chat option, or via email or phone. They will want a brief overview of your product and services, and then they will schedule the discovery meeting. For the discovery meeting you will want to bring along: The existing marketing plan or strategy, Analysis reports, SEO strategies, Product/service descriptions, Development descriptions, Demographic information. The marketing professional will then be able to look at these and ask more specific questions to gain insight into what would be the best marketing services to include in your plan.

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