Download The Dangers of the Perfect Marketing Plan

By | April 18, 2019

How we approach implementing new ideas is more important than reaching for the perfect plan.

Again and again, we see that advisors are masters of preparation, but they overlook key growth opportunities that are right under their noses.

Free Whitepaper

The Dangers of the Perfect Marketing Plan

Learn how to build a marketing plan that actually works.

Complete the form to download your copy now!

The trap of the perfect marketing plan is that it slows us down and forces us to do too much at once.

In this whitepaper, we will cover the following:

  • Why perfect marketing plans often fail
  • The long-term potential of small, short-term gains
  • How the pursuit of perfection chokes your referral sources

This is a deep dive into the high-level strategy of successful advisors that covers everything from how to think about growth all the way down through the core building blocks—centers of influence, referrals seminars, cold calling, social media, and so on.

We are seeing this approach work in the field, and it could make the difference in your business as well.


The Dangers of the Perfect Marketing Plan

When we talk with advisors about prospecting and about marketing, we see a common theme: They are masters of preparation, and they want all of the pieces of the engine in order before they open the door to new marketing.

They have been in business long enough to know what they should have in place, and they don’t want to lose opportunities by starting to market without building out all of their processes and campaigns.

So, they wait. When they do get around to turning on their perfect marketing plan, the big system they built often collapses on itself.

…read the rest by downloading our white paper!

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The PT Services Group

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