I attended Maria’s business and marketing planning process in one day. While completing the preparation documentation for the course, I realized that I was in a stagnant place and needed to do new things, including niching, to bring in new business. I started thinking about important things I had never really thought about. Maria made the one-day process so easy and straightforward.
I had NEVER marketed before, but Maria and my business plan gave me STRUCTURED GUIDANCE. My customer base increased 10% after years of only 2% growth and web traffic increased by 20%. I speak more often (CE credit classes) and have gained 12 well-qualified referrals.
I use my plan to view the progress I’m making towards my goals…and if I’m not reaching them, I refocus to get myself in the right direction. The template process provided is flexible and easy to change. As a result, I am on track to regain the clients I lost due to the economy and to reach my goal of doubling my client base within the next 5 years.
A lot of financial people may not be marketing consistently or monitoring their efforts. Having a business and marketing plan like this would help them focus for a longer term, as it has helped me.
M.B, CEBS, APA, ERPA, Retirement Plan Specialist