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Advisor Marketing Matters™ Blog

Dec 28
2012

How Much Should Your Firm Spend on Marketing?

Posted by in Practice Development , Marketing

FA marketing planWhen approaching resource allocation decisions, such as the size of a firms marketing budget, it is best to “begin with the end in mind” as noted author Stephen Covey intoned.  So what is the aim for your firm’s practice development program?  

Dec 26
2012

Are You Satisfied with Your Firm’s Marketing Efforts?

Posted by ccampeau in Referral Marketing , Practice Development , Marketing

FA practice marketingWith the New Year upon us it is a time for reflection.  Prior to establishing our resolutions, we typically take stock in what we achieved as both individuals and organizations in 2012 and then weigh those priorities that we will establish for the coming year. 

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