Today I'm talking end of year marketing planning + sharing an update on my Snappy Kraken experiment. I'm also sharing a super-simple marketing template to help advisors take action. If you're ready to work on your 2021 marketing plan and struggling to find a starting point, today's episode is for you.

Today I'm talking end of year marketing planning + sharing an update on my Snappy Kraken experiment. I'm also sharing a super-simple marketing template to help advisors take action. If you're ready to work on your 2021 marketing plan and struggling to find a starting point, today's episode is for you.

Creating Your 2021 Marketing Plan

Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it's quite possible I've experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. 

Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box experts.

Business

Marketing

Management

Most of my marketing experiments have failed. But, some have succeeded. From spending tens of thousands of dollars on print ads to hiring a Harvard data nerd to run Facebook campaigns, it's quite possible I've experimented more in the last five years than the average advisor has in their entire career. And this is just the beginning. Join me as I explore the world of marketing in the financial planning industry. Follow along as I experiment with different ideas, share my successes and failures, and interview outside-the-box experts.

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Creating Your 2021 Marketing Plan

Creating Your 2021 Marketing Plan

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