Do you want a 12-month marketing plan that’s strategic, measurable, has actionable items, and is based on reliable data?
Most advisors do! BUT, they don’t know how to get started or lack a marketing team to support them.
In this episode, Matt Halloran talks to Angela York, founder of OnPoint Wealth Advisor Marketing. Angela reveals her proprietary three-step process for creating a custom strategic marketing plan for wealth advisors — and it’s completely compliance friendly!
- The step that most advisors overlook (or resist) when marketing
- How the pandemic has changed event marketing forever
- How to implement a marketing plan if your firm lacks a marketing team
- Proven marketing tactics you can consider for your practice