Use Our Annual Marketing Plan For Free (Perfect For Advisors/Agents/Accountants)

December 22, 2021 | By Elite Resource Team
Financial Advisors

For years, our marketing efforts bounced around from trend to trend. We just kept throwing a bunch of stuff at the wall hoping something would stick. About 2 years ago I was introduced to the concept of an Annual Marketing Plan 1-Pager. Since then, our marketing efforts have been much more efficient and effective. We’ve reduced our marketing budget by roughly 40% while keeping our gross revenue the same. 

In this short video, I wanted to share with you the basic components of our Annual Marketing Plan and include some best practices for you to consider applying in your business. 

To download a free copy of the 1-pager I discuss in the video, click here