Do you have a marketing calendar?

If you’re like most financial advisors, you probably don’t have a digital marketing plan in place and haven’t created a dedicated marketing calendar for your firm. But these two elements are a critical part of any effective marketing strategy. Without them, it’s pretty difficult to compete with today’s top advisors. 

But we’re here to help with all that. Take a look at our sample digital marketing plan for financial advisors below. This is a PDF we create for all of our Total Marketing Package clients. It highlights all the marketing strategies and tools we’re actively using to help them grow their business. 

Page 3 is where you’ll find a sample marketing content calendar. Feel free to use these topics yourself or customize them to fit your target audience. 

SEE SAMPLE MARKETING CALENDAR & PLAN FOR FINANCIAL ADVISORS

Need Help With Your Marketing Calendar?

Building out fully customized marketing calendars for financial advisors is what we do best. If you feel like you don’t have the time or expertise to do it yourself, we’d love to help. 

Our Total Marketing Package includes everything you need to build a strong marketing foundation for your firm, including creating your content calendar and digital marketing plan. The best part is, we’ve designed this package to take marketing off your plate for good! 

After we build your marketing calendar and digital marketing plan, we get busy creating all the content for it. We then add all that content to your website each month and push it out to your network via email and social media. It’s truly done for you!

Learn more about our Total Marketing Package here. 

Ready to Get Started on Your Marketing?

If you’re ready to take marketing off your plate for good, schedule a free strategy session with our team now! During this call, we’ll talk more about your goals, potential topics for your marketing calendar, and strategies you can use to grow your business today. 

About Claire

Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help advisors leverage technology to grow their businesses.