Prospect, Produce, Prosper

How to Build a Winning Marketing Plan for 2025

Episode Summary

The election is over, and it’s time to focus on what you can control—your 2025 marketing plan. In this episode, Marc Rogers shares actionable insights on how advisors can create a winning strategy for the year ahead. From leveraging client events to implementing drip campaigns, this episode is packed with tips to start the year strong.

Episode Notes

Welcome back to the Prospect, Produce, Prosper Podcast, hosted by Marc S. Rogers and James Andersen. In this episode, we tackle the key steps financial advisors should take to prepare for 2025, starting right now in Q4. From setting clear goals to refining your marketing strategy, we share actionable insights to help you stay ahead of the competition.

Main Points Discussed:

• The importance of Q4 activity: Learn why the actions you take today will drive results in Q1 2025.
• Setting SMART goals for growth: How to identify your ideal clients, segment them into A, B, and C categories, and plan to duplicate your top performers.
• Leveraging drip marketing: Explore the power of consistent follow-ups to maximize ROI and retain leads.
• Creative holiday marketing ideas: From hosting client appreciation events to educational seminars, we share ways to end the year on a high note.
• Building a cohesive client experience: Learn how to create a marketing plan that resonates with prospects and delivers real value.

Tune in to this episode of Prospect, Produce, Prosper on Spotify, Apple Podcasts, or YouTube. Don’t forget to subscribe for more episodes packed with strategies to help you grow your business.

If you’re ready to take your marketing to the next level, contact us today to schedule a consultation!