If you’re like most top advisors, you’ve already identified your goals for 2018 and created a marketing plan for the year. However, creating a plan and implementing one are two very different things. Below are five key elements that can help you implement your plan easily.
Element #1: Weekly Staff Meetings
As a marketing consultant, I often see advisors who are doing the same exact marketing activities yet getting different results. Most often, the reason for the variation comes down to the details. To ensure that you’re not letting such details slip through the cracks, we recommend conducting weekly meetings with your staff.
These meetings allow you to review all aspects of your business; making sure that responsibilities are properly delegated and most importantly, there is a consistent line of communication among all parties. For those of you that are a one-man army or thinking to yourself “our staff see and talk to each other every day”, another benefit is to ensure that you are consistently working on your business and not in your business.