Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing clients. Approximately 40% of advisors use social media as a marketing ...

Your marketing plan states your overall objectives when it comes to target demographic, pricing and ultimately promotion. The promotional plan is part of the marketing plan. In fact, your marketing ...

Forbes contributors publish independent expert analyses and insights. I enable organizations to simplify so they can focus on valuable work. You know the annual drill: you and your teams gather data, ...

11 Marketing Plan Templates You Can (Legally) Steal for Free Your email has been sent A marketing plan defines key objectives and ensures your campaigns tie in to big-picture objectives. Putting this ...

It’s never a good idea to rush head-first into a new project if you haven’t completed the necessary preparation first. You may miss something, forget your overarching goal, or simply find it difficult ...