Believe it or not, we are just weeks away from the end of 2021 – which means it is time to start planning for 2022. And if the last 18 months have taught us anything – it’s that solid year-end business planning and digital marketing strategizing go hand in hand and are critical to success for every financial advisory firm.
Watch Samantha Russell, Chief Evangelist at FMG Suite, and Shauna Mace, Head of Practice Management Solutions for SEI as they’ll cover:
- The biggest marketing opportunities for advisors in 2022
- How to choose which opportunities are the best fit for your specific advisory firm
- Guidance on how to determine your marketing strategy and which tactics to use in 2022
- How to use a one-page business plan template and a Goals-to-Outcomes template to incorporate marketing into your overall growth strategy.
They covered so much great information, and we hope that you were able to take away at least a few actionable tips to develop a solid growth strategy based on top marketing trends and opportunities. And if you would like to view the slides, you can do so here.