Overview

Advisers use some 30 or so main marketing strategies to win new business and retain clients.  Of these, 3-4 is optimal over the next 12 to 18 months.  Do you have the implementation of these strategies documented and how will you know they're working for you? 

How are you including Staff in their formulation and implementation?  How will you know when you reach mile posts along the way?  How are your plans documented?  How do you monitor the performance of these strategies?

Until you have these questions answered then you can't properly implement marketing strategies and until you implement such strategies your website cannot be productive.

Without marketing planning you'll worry about the cost of your website, you'll say that the site hasn't done much, you'll tell others that it gives you a presence on the Internet and that's enough or you'll just put it aside and leave it to do the best it can.

On the other hand, evidence shows that a major weakness of Advisers is a lack of even basic Marketing Planning structures and processes.

Improvement in your Planning will make the technology start to deliver good results as well as set a more organised and inclusive course for the Practice itself.

Having identified Marketing Planning as the weakness it is going to be hard to overcome.  PlannerWeb continues to help in this area and has introduced:

• A Review Service that compares your marketing ideas and strategies with your website and associated technologies to see how you can improve the role your website plays in the attaining of your Objectives.
• Marketing Seminars to help Advisers understand the concepts and processes of Marketing Planning.  Seminars to date show basic knowledge, such as the difference between an Objective and a Strategy, is poor.
• A Marketing Planning Form for Beginners has been developed.

Click here to ask for more detail on this topic or these services.