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Advisor Marketing Study 2024 - Coggle Diagram
Advisor Marketing Study 2024
Tactics
Details about the tactics
How it's done
Tools they use
Outsourced? (Yes/No, if so who?)
Best Practices
How are the firms that are doing well actually doing it?
Strategies
Combinations of tactics that work in a coherent fashion
Have to come up with a "master list" of strategies?
Can we link their multiple tactics to the particular (multiple) strategies they may be pursuing?
"Where to spend the next $10,000?" Question
If I want to spend $10k, what tactic, what providers?
Or if I have no money, or if I have $50k
This is an report out from our analysis - our recommendations/guidance
Second-to-last-section before Conclusion?
Tightening Definitions
CAC
Time costs based on income or revenue?
Do we like how we're accounting for time costs in large firms?
Top-performing firms
Based on revenue growth?
Based on client growth?
Based on Marketing Efficiency Score?