Marketing Activity Preferences Worksheet
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.
Client Profiles Worksheet
Use this worksheet to help identify the types of clients you want to work with.
Time Distribution Worksheet
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.
Quarterly Marketing Activity Plan
Use this quarterly marketing activity plan when setting marketing goals for individual advisors within the firm.
Quarterly Marketing Activity Plan Accountability Chart
Use this chart to track the marketing goals and activity of each advisor from quarter to quarter.
Client Acquisition Analysis Worksheet
Use this worksheet to analyze the marketing sources for the clients acquired over the last six months.