Stop Guessing; Start Deciding: How to Build Your 2027 Marketing Plan

Not sure where to start or what belongs in your 2027 marketing plan?

In this live session, Kristen Luke and Meagan Evertson will walk you through a step-by-step process for cutting through the noise and choosing the activities that fit your ideal client, your team, and your firm. Bring your questions, and leave knowing exactly how to decide what belongs in your 2027 plan and what you can skip.

Workshop Details

• When: Wednesday, December 9, 2026, at 12 p.m. PT (1 hour)

• Cost: FREE

• Format: Live Zoom meeting, cameras welcome, no replay available.

• Who should attend: Owners, advisors, and marketing staff who are responsible for bringing in new business but don’t have a clear plan for doing it

• What you’ll learn:

  • Why your ideal client profile should be the filter for every marketing decision

  • How to take an honest inventory of your budget, team capacity, skills, and compliance constraints

  • Six criteria for evaluating each tactic, including client journey stage, execution model, time horizon, and budget

  • A simple way to check your plan for balance between short-term wins and long-term pipeline building

  • Why breaking your annual strategy into quarterly cycles helps you make steady progress without getting overwhelmed