Updated on September 6, 2023, at 7:21 AM

Developing integrated marketing plans for advisors isn’t always easy.

It’s a challenge to find the right mix of media, budget, and coordination to pull off a successful integrated marketing plan.

Sure, some advisors can get away with only doing direct mail or seminar marketing. Maybe a few can simply advertise and appear on radio. Some may even rely solely on brochures and word-of-mouth.

But in today’s financial landscape, the advisors who thrive are the ones that incorporate it all. Advisor marketing success comes from a diversified approach, a mix of all those marketing components that together are greater than any one part. In other words, integrated marketing.