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Surprising Financial Advisor Marketing Plan Template

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After your discovery meeting, your consultant will complete and finish your free marketing plan for you. Once you have reviewed the plan, it is time to decide what will be your strategy of implementation. This can involve an analysis of your competition to begin to prioritize what areas of your marketing need the most attention first. The strategies are considered dynamic and are responsive to the ongoing data analysis of your SEO performance that you should be collecting and reviewing on a regular basis. With your marketing plan to guide you with marketing services that will be effective for your business, you can increase your presence, influence and retention quickly.

You need to know everything obtainable about your customers. This list will get you started. You will need their age, sex, marital status, income levels, education levels, geographic locations, where they shop, if they go to church, if they have kids, ages of children, political affiliation, what they like about your company, what they don't like, why they shop with you, what they value about your products/services, what they like the most/least about products/services, and whether prospects are unaware of your brand or products/services. Customers want you to know certain things about them and if you do, they will remain loyal to you as you take time to know them.

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