Marketing & Awareness
Assessment & Action Plan

In this customized program, Sonya Dreizler and marketing partner help you to:

  • Define your ideal client, and figure out how to market to them.
  • Describe your unique offering to clients and what differentiates your firm in a crowded marketplace
  • Help you tell the story of your firm and each of your advisors, so that your target client understands why your firm is the best fit for their unique needs.
  • Refresh your social media presence and create a practical online marketing plan for regular engagement with your target audience.
  • Define in person marketing and awareness opportunities and prepare you with the tools to say the right thing at each event.
  • At the end of the engagement you'll have a custom marketing plan, have created and sent your first email campaign, committed to a content calendar for the following 12 months, and have a custom toolkit to continue with the marketing plan we create together.
 
 

Step 1 Define and Tell

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Step 2 Asses and Refresh

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Step 3 Your Custom Marketing Plan 

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Optional Step 4 Ongoing Support