3 Minute Marketer: 4 Best Practices to Craft Your Marketing Budget for 2024

Dec 14, 2023 | Internet Marketing, Video Series


Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your rapid-fire resource for mastering wealth management marketing and communications. Discover essential insights in three minutes or less as we tackle the most pertinent topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares tips gained from decades of working with the most prominent and successful firms on topics related to marketing, business development, communications, brand building, growth and media exposure. Providing you with the resources to deepen client relationships and grow your business.

The holiday season is not only the time for giving – it’s also the ideal time to create a marketing budget for the year ahead. While discussing your firm’s marketing budget may seem daunting, it is an essential part of deciding the best tactics to use in the coming year. In this video, Rosemary offers invaluable insight into the four best practices to craft your marketing budget 2024.

These budget-setting tactics include:

  • Analyzing data to determine what works best for your firm
  • Setting clear marketing objectives for the coming year
  • Establishing the general budget for your marketing endeavors
  • Creating a marketing plan

As always, if you have any questions about creating your marketing budget for 2024, please do not hesitate to reach out to our experienced team at Wealth Matters Consulting.