Grade My Marketing

Grade Your Marketing Mix

  • Example: Guidebooks for Social Security Maximization - Workshops on Real Estate Tax Deferral Strategies - Webinars on Estate Planning - Planning strategies for Millennials or Pre-Retirees... etc.
  • This includes any type of individual or mass communication: Newsletters, Portfolio Updates/Reviews, Market Trends Updates, Holiday/Birthday cards, in-person events, webinars, emails, phone calls, pie giveaways, charity sponsorships... etc.
  • Events could be educational workshops, social golf outings, charity events.. etc.