Marketing often feels like guesswork, which is hugely frustrating because it is not cheap or inconsequential to your business strategy. If anything, the ability to attract more traffic, capture more leads, convert more sales, and retain more clients is one of the most critical investments any advisory firm makes.
Rather than throwing money into a marketing budget and hoping for the best, let’s apply a user-friendly formula to your efforts so you can understand what is working, quickly identify what isn’t, and easily track your performance trend in four simple monthly metrics.
Join the monthly EPI Business Development webinar series, hosted by growth specialist Scott Snider and marketing strategist Brooke Norman, to learn how to connect with owners, create vertical messaging in your marketing efforts, capture attention from PR & media, and win more exit planning business.
- List the four areas that can impact business growth
- Calculate revenue projections based on marketing metric funnel
- Identify the under-performing business development areas
K. Brooke Norman, EPI Vice President of Marketing
Brooke Norman is the Vice President of Marketing for Exit Planning Institute and Snider Premier Growth companies plus a frequent speaker at industry events. For the past 10 years, Brooke has developed and led new growth strategies for middle market businesses in a variety of competitive industries, achieving accolades for outstanding achievement while creating top line business results.
Ms. Norman is a top-rated speaker, writer, and educator. She leads many marketing workshops at the University of Chicago Booth School of Business and other universities nationwide, to equip owners and advisors to develop marketing strategies that produce real results. Norman is one of the few marketing professionals in the industry to measure her success on one major indicator: revenue.