Building an effective and actionable marketing plan is an important first step for competing in the changing financial services industry. This informative session will provide how-to methods and ideas for creating a marketing plan that identifies opportunities and matches them with proper marketing strategies. In addition to evaluating the critical components of successful marketing plans, you will be presented with ideas for balancing your advertising dollars with other corporate communication opportunities.
During the presentation, you will be challenged to assess your current marketing efforts and the traditional approach to developing marketing plans. The session will provide you with proven tools for creating a successful plan that contributes directly to your organization’s goals and objectives.
Target Audience: Senior management, branch managers, marketing officers, marketing committee members
Presenter: Tom Hershberger, Cross Financial Group