Jan 7, 2022
Welcome to 2022 and our 2nd season of Retirement Inside Out. We believe that it’s never too late to create your business plan or marketing plan for the year. So on today’s episode, Tom will discuss some best practices, strategies, and tactics to follow as you build out your plan for 2022.
Do you have an events calendar? People want to hear from you and know when they can get information from you. An event is a really simple way to get your information out there. We’ll also go over the strategies we’ll focus on this season: keeping it simple, segmentation, setting expectations, measuring data, client appreciation, and SEO strategy.
0:46 – Welcome to our 2nd season
2:39 – Is it ever too late to create a business plan?
5:23 – Having an events calendar
6:54 – FIG events and what to expect
10:16 – Tactics and our future guests
11:11 – Keeping it simple
12:38 – Segmentation
13:58 – Set proper expectations
14:44 – Tracking and measuring your data
15:19 – Client appreciation events
16:06 – SEO strategy