Example Goals for a Marketing Plan. Marketing plans set forth comprehensive strategies to develop products and services for specific market segments, inform customers about products and get ...

Why Financial Advisors Need a Marketing Plan. Writing a marketing plan isn’t a requirement to be an advisor, but there are some excellent reasons to invest some time in creating one. When you ...

Download the ClickUp Sales Plan Template here. 2. Sales and marketing plan. Sales and marketing are two sides of the same coin. Without a robust marketing plan, your sales figures will undoubtedly ...