1. 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 | | PeakAdvisorAlliance.com

2. 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 | | PeakAdvisorAlliance.com