“I didn’t have time to put in writing a brief letter, so I wrote an extended one as an alternative.” - Mark Twain
Most monetary advisors have gone by the tedious train of writing a strong marketing strategy. The issue? Typically instances, it finally ends up being a one-off train. Advisors spend extra time planning than executing.
In Episode 70 of The Stephen and Kevin Present, we talk about how monetary advisors can construct a easy one-page marketing strategy. There's brilliance in simplicity.
Obtain your copy of our marketing strategy template for monetary advisors: https://www.oechsli.com/businessplandownload