Simplicity San Diego Blog

All of the latest and breaking life insurance and annuity news for the independent financial professional. Includes marketing ideas, training events, industry reports, sales ideas and much more.

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2014 Marketing Plan for a Financial Advisor

What a 2013 you had. Coming off of such a successful year, you’re probably thinking to yourself, “How do I capitalize on that success and make 2014 even better?” If you want to have the most satisfying and lucrative year yet in your practice, you must have an effective marketing plan.