Planning requires collaboration and teamwork across business units, which likely all have their own priorities. Here are some concrete steps to reach alignment. When you think about marketing planning ...

A systematic marketing planning process can be adapted to a wide variety of challenges, from launching a new firm or practice area to repositioning an existing firm. Here is a brief overview of the ...

One of the keys to tapping into the consumer marketplace is coming up with a product or service that addresses a specific consumer need, such as finding a way parents can make their kids quick, ...

Since long before digital marketing was called “digital,” it has been a category of marketing that encounters constant change. Whether we’re talking about search engines, social media, automation or ...

Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...

Or should you let it go and start over with a fresh process? Stalled strategic planning gets you nowhere fast. This issue's dilemma asks about your deepest secrets—about what goes on in those planning ...

Learn how to write a compelling marketing plan executive summary with expert tips, essential components and a template to ...

Long-term marketing plans are usually strategic (what you want to do), while short-term plans are tactical (how you want to do it), explains Brenits Creative. Long-term strategies usually focus on ...

Financial firms are in the midst of planning their 2024 marketing and sales strategies and are grappling with an increasing amount of new marketing technologies, engagement approaches and marketplace ...