Ep 48: Season 2 - Marketing Plans and Business Strategies

Welcome to 2022 and our 2nd season of Retirement Inside Out. We believe that it’s never too late to create your business plan or marketing plan for the year. So on today’s episode, Tom will discuss some best practices, strategies, and tactics to follow as you build out your plan for 2022.

Do you have an events calendar? People want to hear from you and know when they can get information from you. An event is a really simple way to get your information out there. We’ll also go over the strategies we’ll focus on this season: keeping it simple, segmentation, setting expectations, measuring data, client appreciation, and SEO strategy.

 

Key Points: 

0:46 – Welcome to our 2nd season

2:39 – Is it ever too late to create a business plan?

5:23 – Having an events calendar

6:54 – FIG events and what to expect  

10:16 – Tactics and our future guests

11:11 – Keeping it simple

12:38 – Segmentation

13:58 – Set proper expectations

14:44 – Tracking and measuring your data

15:19 – Client appreciation events

16:06 – SEO strategy