Marketing Momentum Starts with a Quarterly Plan
Want to grow consistently? Stop trying to plan the whole year.
The Problem: Annual Planning Is Too Rigid—and Reactive Marketing Is Too Chaotic
Many advisors start the year with the best intentions: a lofty annual marketing plan or a vague sense of what they “should” be doing. But as the months roll on, these plans often collect dust—or worse, get replaced by ad hoc, inconsistent efforts. The result? Marketing feels ineffective.
The Solution: Plan on a Quarterly Basis
Adopting a quarterly marketing planning cadence helps you stay focused and agile. Each quarter, define your marketing objectives and select the tactics that support those objectives. Use this time to reflect on the previous quarter and assess what worked, what didn’t, and where to pivot. This structure gives you a repeatable, achievable rhythm.
The Outcome: Consistent Marketing
This cadence ensures you’re marketing proactively throughout the year. It also gives you a built-in opportunity to reinvigorate your efforts each quarter if you fall behind. You build confidence as you see consistent progress. And importantly, you avoid the burnout of trying to “do it all” at once. Over time, this rhythm compounds, creating a marketing engine that grows stronger each quarter.
How We Help: Quarterly Marketing Planning Workshops
In our OnNiche® membership program, advisors have the option to attend quarterly marketing planning sessions where they reflect on the previous quarter and plan for the next. Each quarter, they build on what they’ve done so they don’t stall out or get distracted by shiny objects. The result? A sustainable cadence that builds long-term marketing momentum.
We Want Your Take! Are you using a quarterly planning rhythm to guide your marketing, or are you still working off an annual plan (or no plan at all)? What has helped you stay consistent and avoid marketing burnout? We’d love to hear how you’re structuring your efforts to build long-term momentum. Join the conversation and share your experience at the OnNiche® Public Square!