This document provides a 9-step guide for financial advisors to build a revenue architecture and growth strategy. It describes defining goals and metrics, developing persona-based messaging, crafting a brand identity, engaging a digital presence through websites and technology, gaining visibility through PR and search optimization, communicating value propositions, and personalizing client experiences. The overall goal is to provide a blueprint for marketing, sales, and revenue growth through strategic alignment of processes, systems, and programs.
1. REVENUE
ARCHITECTURE
SMART BOOK™
2018 SMART BOOK For Independent Financial Advisors
This Revenue Architecture SMART BOOK Helps Financial Advisors Build a Strategy-Led, Systematic
Growth Program With 9 Proven Strategies.