Three Steps for Creating a 12-Month Custom Marketing Plan With Angela York (Ep. 372)

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Do you want a 12-month marketing plan that’s strategic, measurable, has actionable items, and is based on reliable data?

Most advisors do! BUT, they don’t know how to get started or lack a marketing team to support them.

In this episode, Matt Halloran talks to Angela York, founder of OnPoint Wealth Advisor Marketing. Angela reveals her proprietary three-step process for creating a custom strategic marketing plan for wealth advisors — and it’s completely compliance friendly!

Angela discusses:

  • The step that most advisors overlook (or resist) when marketing 
  • How the pandemic has changed event marketing forever
  • How to implement a marketing plan if your firm lacks a marketing team
  • Proven marketing tactics you can consider for your practice
  • And more


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About Our Guest:

After getting her degree in communications, with an emphasis in marketing and television production, Angela’s first job was at a marketing and advertising agency. As her career advanced upward, Angela shifted from the agency world to the client side and into the wealth management industry when she took a role with an advisory firm as their Marketing Director. Over the years, Angela learned the industry inside and out and started her own consulting firm in 2008. With nearly 25 years of experience, she consults exclusively with financial advisors in marketing, implementation, and event planning.

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