3 Minute Marketer: How to Approach Your 2024 Marketing Plan

Oct 31, 2023 | Brand Identity, Content Marketing, Email Marketing, Events, Firm Communication, Internet Marketing, PR, SEO, Social Media, Website Design

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.

With the holiday season rapidly approaching, the last thing any wealth advisor wants to think about is the first quarter of the upcoming year. However, you can’t hide from the fact that it will be here before you know it, which is why Rosemary uses this video to help you find out how to kickstart your 2024 marketing and outreach plan. Discover the essential components of effective marketing plans and how to best tackle them by watching today.

As always, if you have any questions about creating a personalized marketing plan that fits your firm’s unique needs, please do not hesitate to reach out to our experienced team at Wealth Matters Consulting.