Annual Marketing Plan for Advisors

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The 15-Minute Annual Marketing Plan That Drove Our Growth from $500K to $3M+

When we started our company in 2015, like many businesses, we experienced initial growing pains. However, everything changed in 2017 when we implemented a structured annual marketing plan. This simple framework helped us achieve remarkable growth:

2017: $500,000 revenue
2018: $1 million revenue
2019: $2 million revenue
2020: $3 million+ revenue

The best part? You can plan your entire year's marketing activities in just 15-30 minutes using our AMP (Annual Marketing Plan) framework.

The Five Essential Components of AMP

1. Quarterly Educational Webinars

Host four educational webinars per year (one per quarter) with these key elements:

Specific themes for each webinar
Supporting email campaigns
Social media promotion
Client participation and friend referrals
Expert guest speakers on focused topics (e.g., employee culture)

2. Live Educational Events

Organize in-person educational gatherings featuring:

Internal team presence
Client participation
Expert speakers
Valuable educational content
Networking opportunities

Note: These can be adapted to virtual formats if necessary

3. Client Appreciation Events

Schedule two major appreciation events annually:

Timing: We prefer June and November (works well with CPA schedules)
Focus on unique, memorable experiences
Examples from our events:
- Private San Diego Zoo tours
- Chargers game suite rentals
- Del Mar races
- Dinner and dance cruises

Key Elements for Success:

Make it family-friendly
Encourage photo opportunities
Welcome clients' business partners
Create shareable experiences

4. Introduction Program (30 Days)

Transform traditional referrals into structured introductions:

Set clear team goals for introductions
Implement KPIs and measurements
Create reward systems for achievement
Use templated email approaches
Focus entire team on introductions for 30 days

5. Client Challenge (30 Days)

Create engaging 30-day challenges that provide value:

Set specific, measurable goals
Example: Trust and Will Review Challenge
- Target: 50 out of 250 clients reviewing documents
- Weekly progress tracking
- Rewards for participation
Include social media promotion
Regular progress updates
Client rewards or raffles