Building a Marketing Plan in 2022 That Works

One of the primary ways people mess up their business is by larding it with unnecessary layers of complexity.

Whether that’s by org charts, sales processes, weird staff incentive structures, or (especially) online marketing.

We slavishly imitate these corporate structures because we don’t have the internal confidence to build something elegant and simple.

But you can build an elegantly simple marketing plan for your practice.

Don’t get tempted to drink the kool-aid of those tactically sound but strategically-dumb “gurus” who’ve “shortcutted” their way to seeming success and want to offer you a sweet drink of what they’re offering (for three easy payments).

Build a marketing plan RIGHT — from the ground up.

Instead of the latest “hack,” take a look at the fundamentals of marketing AND how they should apply to your practice (in a very simple format).

We’ll also keep you from the opposite trap in the doing: throwing up your hands and settling for the brochure-style, box-checking exercise that so many CPAs and accounting/tax practitioners enter into with the “cheap” templatized pabulum that is so rampant in our industry.

It’s a very powerful, simple framework … and one for which there are many effective online options.

AND (key part) … it works.

Check it out.

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  • Figure out who your ideal client is and target them
  • Build a relational marketing machine rather than funnels
  • Create a website that actually gets people engaged with what you’re offering
  • Email marketing still reigns supreme when it comes to reaching potential clients – leverage it

Connect with Nate Hagerty

This episode is brought to you by AdvisorProMarketer, a leading marketing agency serving CPA & tax firms. It was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the advisory industry.

Currently, AdvisorProMarketer serves clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing the following tools: a relational email marketing program, social media feed program, local listings management & optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

AdvisorProMarketer is an Infusionsoft Certified Partner and a Digital Marketer Certified Agency.