Use this worksheet to determine the natural marketing preferences of each of your employees in order to guide them toward taking advantage of their strengths.
Use this worksheet to help identify the types of clients you want to work with.
Use this worksheet to calculate how much time each advisor has to spend on marketing and business development in order to set realistic activity goals.
Use this quarterly marketing activity plan when setting marketing goals for individual advisors within the firm.
Use this chart to track the marketing goals and activity of each advisor from quarter to quarter.
Use this worksheet to analyze the marketing sources for the clients acquired over the last six months.