"How do I create a marketing calendar?"
Sara Grillo, CFA
Bringing transparency and logic to financial advisor marketing
Question from a subscriber: “How do I create a marketing calendar for each segment of your client base (ie, boomer and gen x business owners, near retirees, recent retirees)?"
The most effective content is the most relevant.
And relevance comes from analyzing real world interactions that you have with your clients, and what you taught them.
Period.
Take this action TODAY:
Sara's Upshot
If you are straining to come up with something to fill the marketing calendar, you've strayed too far.
Don't imagine up some dreamy far-fetched stuff, just stick to what the people who trust you the most learn from you, because that's probably the most valuable knowledge you could impart to the world.
Yeah?
Yaaaaah.
BOOM - there you go, today's marketing tip for ya!
-Sara G
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Just letting ya know, in case you need me at some point.
-Sara G