Quarterly self-coaching questions can help develop a marketing strategy based on four buckets: current customers, centers of influence, outbound marketing, and inbound marketing. There are two basic themes: ignore noise and take a common sense approach.Īdvisors should understand their clients to win business regardless of the technology platforms used.ĭeveloping and implementing a marketing strategy doesn’t have to be complicated or expensive. The video is for leaders, advisors, or non-advisors feeling overwhelmed by financial advisor marketing. The speaker thanks subscribers to their new YouTube channel. How to Simplify Your Quarterly Marketing Plan? Prioritize customer feedback by focusing on their experience and whether you have succeeded in gaining repeat customers.ĭefining the roles and responsibilities of the team around certain tasks should be clearly documented. Set stretch goals that are challenging enough but not too hard to reach. Scrutinize each goal for both risk and opportunity against every major decision in an honest and transparent manner without finger pointing.ĭiscuss larger corporate goals that impact your entire company, not just your specific team. Identify three areas of business focus for the next quarter.Ĭreate specific goals with success metrics, action steps, and project phases to achieve success. Review the previous quarter, assess issues, recognize wins and losses, and fine-tune processes. It makes it easy to track long-term goals over a short period of time and monitor projects that blow up on time or budget. Quarterly planning is a strategy meeting held every three months to assess progress against long-standing goals and objectives. What Is a Quarterly Planning (with Examples)? The speaker proposes to share a document to help guide this planning process with audiences interested in building momentum within their agency during Q4. KPIs (key performance indicators) should be established to track progress towards these goals, such as the number of strategy sessions per month. Key projects should be identified to achieve these goals, such as webinars or outreach emails. Setting clear goals for Q4 is crucial, with an emphasis on increasing customers and recurring revenue.
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He stressed the importance of tracking current client numbers and recurring revenue as a snapshot of progress. Quarterly reflection is needed to learn from mistakes and figure out what works best for your business. It’s important to reflect on whether or not you’ve achieved your goals and celebrate any successes. They share a planning process that has worked well for their agency, which involves setting goals at the beginning of each quarter and breaking them down into smaller goals. They ask if viewers have hit their targets and have a good plan for Q4. The speaker reflected on the end of Q3 and the beginning of Q4.
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Marketing should be done consistently even when fully booked because it keeps potential projects in the pipeline and allows you to potentially get rid of clients who aren’t a good fit if someone else converts.Īttendees will learn how to lean into marketing methods that already work for them and break down specific tactics into weekly activities and day-to-day tasks using the Google Doc template provided during the interactive part of the presentation.
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Overloading yourself with too many goals can lead to none being achieved, so it’s better to focus on one achievable goal at a time. It’s important to set realistic revenue goals and adapt them as necessary based on busy months or slow times throughout the year. The presentation will focus on 2021 numbers to assess where you have been financially and what habits need to adapt.Ī Google Doc will be used to help attendees fill out their 2021 revenue numbers or estimate if they haven’t already paid taxes.Īttendees should evaluate what marketing methods are already working for them instead of getting distracted by shiny objects that may not work for their clients. Laura has been freelancing for 10 years and helps others grow their businesses through coaching services, books, and courses. Laura is the expert freelancer talking about creating a quarterly marketing plan. Alyssa is coordinating expert sessions for Numina, a fintech startup for freelancers.