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Effective Pipeline Management, Using Storytelling in Your Marketing and 12-Week Marketing Plans

Every week, we bring you a curated list of must-read articles geared towards helping you grow your investment advisory practice. Industry veteran Kristan Wojnar uses her vast experience to handpick these articles after conducting thorough research. If you are looking for the right guidance to grow your practice, follow our “Practice Management Channel”:

Our roundup of topics this week includes pipeline management, telling stories in your marketing and streamlining your marketing plan. First up is a great piece about actively managing your pipeline. Our next piece examines why storytelling can make your marketing more engaging. Last, but not least, we have a piece that suggests a 12-month marketing plan is too long and that a 12-week plan may be better for your practice.

This piece offers 3 actionable tips to adding new prospects to your pipeline in order to ultimately create new loyal clients.

Through the use of storytelling, you can create more memorable and engaging content marketing for your advisory firm. This insightful piece provides three story structures to help you.

It just might be time to abandon your 12-month marketing plan. This author makes the case that a 12-month plan leads to procrastination. By developing a 12-week plan, you are more likely to complete the action items you commit to, making it more likely to hit your goals. Check it out.

Don’t forget to check out our full list of Target Date Funds while designing retirement solutions for your clients.