ANNUAL MARKETING GOALS ANNUAL MARKETING STRATEGIES MARKETING PLAN INSERT YEAR Purpose Target Market Differentiators 1. 2. 3. CURRENT SITUATION AUM $ Clients Team Members Annual Growth Avg. Household Assets Close Rate ANNUAL MARKETING GOALS ANNUAL MARKETING STRATEGIES Net New Assets/ Growth Percentage $ New Clients New Prospects Strategy: Target Quarter: 1. 2. 3. 4. 5. 6. 7. Objective: 1. 2. 3. Recommended Budget $ Peak Advisor Alliance 13321 California St., Suite 100, Omaha, NE 68154 | 800.514.9116 | PeakAdvisorAlliance.com

MARKETING REPORT CARD QUARTERLY MARKETING STRATEGIES INSERT QUARTER 1. 2. 3. 4. 5. KEY PERFORMANCE INDICATORS Q1 YTD GOAL New Assets New Clients New Prospects QUARTERLY TACTICS OTHER ACCOMPLISHMENTS 1. 2. 3. 4. 5. TACTIC DUE DATE: GRADE: 1. 2. 3. 4. 5. 6. 7. OPPORTUNITIES FOR IMPROVEMENT Peak Advisor Alliance 13321 California St., Suite 100, Omaha, NE 68154 | 800.514.9116 | PeakAdvisorAlliance.com