North America’s #1 Business Building
    Resource for Financial Professionals

Marketing Strategy/Plan

Your marketing plan will “bring your vision to life” and keep your team focused and accountable. It will be driven by the strategies and tactics you chose to implement to achieve your measurable critical success factors – your key performance indicators. Freedomarketing will share the most effective and efficient marketing tactics and help you plan to implement a sustainable marketing action plan for marketing your practice.

Strategy:

  • Client Referrals – Passive and proactive referrals
  • Professional Referrals – CPAs, lawyers, real estate agents, trade groups, and human resource managers
  • Seminars & Direct Marketing – Seminars, direct mail, and direct email
  • Advertising & Public Relations – Advertising, media coverage and community involvement
  • Focused Target & Niche Marketing – Specialize in serving specific client segments

Tactic:

  • Direct Mail/Email
  • Seminar Marketing
  • Client Appreciation Events
  • Radio Advertising
  • Vertical Marketing
  • COI Referrals
  • Client Referrals
  • Public Relations
  • Telemarketing
  • Public or Private Speaking Engagements


Signup to receive our Business Building Secrets in your inbox. We'll also share success stories and links to client marketing examples.

Email: