Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your quick guide to mastering wealth management marketing and communications. Get key insights in under three minutes as we explore critical topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares valuable tips on marketing, business development, communications, brand building, growth and media exposure. With decades of experience working with top firms, she offers practical resources to enhance client relationships and expand your business.
Summer might seem like a time to unwind, but it’s actually perfect for planning ahead. In our latest 3 Minute Marketer episode, Rosemary shares the top four areas to focus on for fall success:
1. Research industry awards: Identify relevant awards and prepare your applications now.
2. Prepare press campaigns: Plan your big announcements and target media outlets early.
3. Schedule conferences: Choose key conferences to attend and organize your participation.
4. Review your marketing plan: Evaluate your past strategies and adjust your plans for the next six months.
Don’t miss out on insights and tips to spend your summer time wisely and get fully prepared for fall.
If you have any questions about planning your marketing for the fall, please don’t hesitate to contact us us anytime.