📝 Financial Advisor Marketing Plan Checklist → What to Include (and Why)

Daily Discovery Calls for Financial Advisors

Do you have a clear marketing plan for your financial advisory firm? If not, you’re not alone — 70% of advisors don’t. But those who do enjoy 168% more leads each month, onboard 50% more clients per year, and feel far more confident about growth.

In this episode, Roy Furr — TheAdvisorCMO — walks you step-by-step through a strategic marketing plan checklist designed for financial advisors who want predictable growth.

Inside this episode, you’ll discover:

✅ 9 Marketing Plan Essentials — what your marketing plan MUST contain, to maximize potential success…

✅ 3 Bonus Breakthroughs — clarity on numbers, money models, and team capacity that can multiply growth…

✅ Real-World Results — the research-backed results of firms who create strategic marketing plans…

Roy also shares the influences behind this framework (Dan Kennedy, Jay Abraham, Alan Dib, and more) and explains why planning is just as critical in marketing as it is in retirement.

👉 Want Roy’s help creating your own strategic marketing plan? Learn more at: https://www.TheAdvisorCMO.com/strategy

🔔 Don’t forget to subscribe to Daily Discovery Calls for Financial Advisors so you never miss an episode that helps you book more of your ideal clients!