Worksheet: Construct a Marketing Plan & Budget
Jan. Centers of Influence Referrals Feb. Mar. Apr. May MONTHLY BUDGET Jun. Jul. Aug. Sep. Oct. Nov. Dec. Total $0 $0 $0 $0 $0 $0 $0 Client Referrals $0 $0 $0 $0 $0 $0 $0 Offline Marketing $0 $0 $0 $0 $0 $0 $0 Online/Social Media Marketing $0 $0 $0 $0 $0 $0
This worksheet is provided to you courtesy of Wealth Management Marketing. Visit www.WealthManagementMarketing.net for more advisor tools.
Worksheet: Construct a Marketing Plan & Budget
Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
This worksheet is provided to you courtesy of Wealth Management Marketing. Visit www.WealthManagementMarketing.net for more advisor tools.