2010 is just around the corner

Have you started your marketing plan?

A written marketing plan is essential to positioning your firm for success, particularly in today’s environment of challenging markets, scarce resources and increased competition. Yet nearly 40 percent of financial firms operate without one (according to our study Beyond The Collateral). And frankly, most that we’ve seen are little more than tactical “to-do lists.”

Now’s the time to consider a SwanDog Marketing Planning Session

With a SwanDog Marketing Planning Session, our seasoned group of financial marketing practitioners helps guide you and your team through the process of developing your plan, building a dashboard and framing out your budget.

AWritten Marketing Plan:

• Provides direction and focus for the entire distribution effort
• Helps validate your firm’s investment in marketing
• Builds the case for strategic budget investment
• Provides a basis for success measurement
• Helps your marketing team develop strategically

Don’t Wait for your Budget!

Too often, marketers wait until they get “the budget call” before they start planning. A good budget should follow a plan, not the other way around. Summer presents the ideal time and environment to build your plans and lay the foundation for your budget proposal.

A Turnkey SwanDog Marketing Planning Session offers

• A fast-paced, collaborative day (held on-site), filled with discussion and group work
• The session is customized to meet the unique attributes of your firm
• Your facilitator will have already done much of “pre-work” so that all your firms strategic goals are targetted
• An external perspective to challenge the status quo
• Our proprietary, proven marketing plan template that’s easy to maintain throughout the year
• An opportunity for marketing management to participate rather than facilitate
• A critical final review and plan assessment upon your completion
• A six-month touch base conference call (to make sure you are on track)

At the conclusion of your session you’ll have a framework of strategies and objectives for 2010, marketing success measures and budget recommendations to aide you in your fall planning process.

SCHEDULE YOUR SESSION TODAY!

We’re currently booking July through September.