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14 Steps to a Robust Marketing Plan in 2023

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Financial advisors regularly promote to their clients the benefits of planning. When it comes to marketing their own business, though, many advisors do not heed their own wisdom. For those who don’t follow a rigorous plan for marketing, 2023 presents a good opportunity to turn over a new leaf.

Even or those who are ahead of the competition in their marketing efforts would likely benefit from taking a fresh look. People’s preferences constantly change, and something that didn’t work several years ago could be very effective today. Podcasts offer a perfect example of this. They are a medium that once barely registered on the general public’s radar, but now everyone seems to be listening to them.

Check out the slideshow for 14 tips worth considering as New Year’s resolutions. Following these steps will enable advisors to implement a robust marketing strategy.

April Rudin is founder and CEO of the wealth management marketing firm The Rudin Group.