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Building blocks for a 2017 marketing plan

Have you covered all the essentials in your 2017 marketing plan? Kristen Luke of Kaleido Inc. outlines four “building blocks” for a well-balanced plan: infrastructure, awareness, lead generation and conversion. Read the full details in her column at Advisor Perspectives, below. Also, Stephen Wershing of The Client Driven Practice delves into how advisors can ensure they are delivering a consistent, exceptional client experience. A few of his tips: have standards and processes, and provide training. See the link to his post below.


Now Is the Time to Build Your 2017 Marketing Plan

by Kristen Luke                                                  Source: Advisor Perspectives

It is that time of year again, when you review your marketing efforts and build your plan for the next 12 months so you can begin anew in January. Whether you are a small or large business, you must create an annual marketing plan in order to grow your firm. At Kaleido Creative Studio, we believe there are four building blocks to a well-balanced marketing plan for financial advisors: infrastructure, awareness, lead generation and conversion. I will walk you through each block so you have a clear understanding of what they are and how you can build your 2017 marketing plan.

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How do you know you are providing “The Disney Experience”?

by Stephen Wershing                                     Source: The Client Driven Practice

My son works at Disney World in Orlando, Florida. When I visited him recently we had lunch in a restaurant in Disney Springs, formerly Downtown Disney. He explained the Disney Springs was one of very few areas on Disney property where retail outlets were operated by outside companies. On a walk after our meal we stopped into a shop to get some ice cream. We submitted our orders and moved down the counter to be served. Once out of earshot, my son leaned over and whispered “not Disney trained.”

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