{"id":5284,"date":"2019-01-23T14:12:56","date_gmt":"2019-01-23T19:12:56","guid":{"rendered":"https:\/\/www.figmarketing.com\/blog\/?p=5284"},"modified":"2023-09-06T18:25:31","modified_gmt":"2023-09-06T23:25:31","slug":"integrated-marketing-plans-advisors-5-key-steps","status":"publish","type":"post","link":"https:\/\/www.figmarketing.com\/blog\/integrated-marketing-plans-advisors-5-key-steps\/","title":{"rendered":"Integrated Marketing Plans for Financial Advisors: 5 Key Steps [Infographic]"},"content":{"rendered":"

Updated on September 6, 2023, at 7:21 AM<\/em><\/p>\n

Developing integrated marketing plans for advisors isn’t always easy.<\/p>\n

It’s a challenge to find the right mix of media, budget, and coordination to pull off a successful integrated marketing plan.<\/p>\n

Sure, some advisors can get away with only doing direct mail\u00a0or seminar marketing. Maybe a few can simply advertise and appear on radio. Some may even rely solely on brochures and word-of-mouth.<\/p>\n

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

<\/p>\n

When you begin planning for your integrated marketing strategy, there are many different options and approaches you can take. To narrow your focus, we’ve clarified the five key steps to your next integrated marketing plan.<\/p>\n

Follow these and you may just realize your most effective marketing plan to date.<\/p>\n

Download Now: Integrated Marketing Plans for Advisor: 5 Key Steps<\/a><\/span><\/h4>\n
\"Integrated<\/a>

Click to enlarge.<\/p><\/div>\n

Step 1: Examine Your Business Goals<\/strong><\/h2>\n

To start, think about the goals you wish to accomplish and make them SMART<\/a><\/strong><\/span>.<\/p>\n

That means your goals are:<\/strong><\/p>\n