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8 Pitfalls of Only Using Agile Marketing

November 29, 2017 by William Gunn

We recently wrote about using “agile marketing tactics” and disguising them as strategy versus incorporating agile tactics into a well-thought-out marketing campaign. You can CLICK HERE to read that article. To further clarify the dangers, here are eight pitfalls that can happen when financial advisors fail to have a solid marketing strategy and only use agile marketing tactics: 1. Failure to properly plan your marketing can result in you unwisely spending money. The irony is short-term ...

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Filed Under: Business, Client Care Tagged With: agile marketing, business marketing, marketing myth, marketing solutions, marketing tips

The Myth of Agile Marketing

November 6, 2017 by William Gunn

Myth of Agile Marketing

“By failing to prepare, you are preparing to fail.” ― Benjamin Franklin If you are like most advisors, then you certainly understand how challenging planning a marketing calendar for your business can be. It is not always easy to know which events to do, when to do them, and how best to plan them. In fact, the grandiosity many associate with planning all marketing activities long into the future can seem terrifying, especially when you consider how quickly things can change overnight (new ...

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Filed Under: Business Tagged With: agile marketing, business marketing, marketing myth, marketing solutions, marketing tips

Platinum Advisor Strategies

From logo design to office forms and procedures, Platinum members get everything necessary to attract and retain high net-worth clients. All of this with a dedicated person that you'll know by name to help you every step of the way.

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Recent Blog Posts

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