Financial services professionals — like entrepreneurs — are calculated risk-takers. They know building a long-term practice will be difficult. However, they also know the task is within reach if they put their drive, energy, and brains behind it.

The problem is, building a solid marketing plan also takes time. By nature, financial services professionals — like other intrepid entrepreneurial types — are doers, and planning is not doing!

Yet, for producers and general agents willing to commit the time and effort — and look to the long-term — market planning makes all things possible.

Because your marketing plan is the grand design for where you want your business to go and how to reach your goals, a written action plan needs to be developed, implemented, monitored and reviewed. This interactive, Do-While-Learning™ program takes you through that process, step-by-step, teaching you the practical importance of each one. This may seem overly systematic, but it is just a plan, and plans change. The idea is to give your marketing plan a strong, linear foundation — and to save time when it comes to writing it.

So, take your time and build it slowly if you must — but do it!