A Year-Round Audit Strategy for Marketing Assets
What you built in the past deserves a second look in the new year.
Note: This is an updated version of a tip that we published on December 15, 2023.
It can be tempting to adopt a “set it and forget it” approach to marketing. You build a website, create marketing collateral, or launch an automated campaign and then move on. But like anything, these assets need ongoing attention.
Information becomes outdated. Technology evolves. Settings change. Sometimes things simply break. You may find that tools you set up years ago are no longer configured correctly or that you’re missing out on new features because you didn’t realize they existed.
As you build your 2026 marketing plan, consider scheduling regular audits throughout the year for your:
Website
Social media profiles
Online profiles on platforms such as FPA, NAPFA, FeeOnlyNetwork.com, and Wealthtender
Marketing materials
Marketing automation campaigns
Biographies and professional headshots
Existing blog posts and videos
The takeaway: Revisiting existing assets regularly helps ensure your marketing stays accurate and functional.
