Online Access We’ve made marketing your practice even more convenient by providing you with online access to the majority of these materials and resources so you’ll always have them on hand. Marketing Plan Template and Sample A helpful template we’ve created as a reference when developing your own plan. Market Access Grids Instant-access, medium-term and long-term marketing activities for your use. Marketing Support and Services The first step to establishing a new practice — and a necessary part of revitalizing an existing practice — is setting up a marketing program that fits the needs of your business and market. Our marketing support and services will supply you with the materials you need to put a plan together and the information you need to keep your marketing fresh and effective. D:rive Time MP3s Industry updates, company announcements, sales ideas and product news — all in a radio show format MP3, so you can listen to them in the car, or anywhere else. Marketing Brochures We’ll provide you with a series of up-to-date brochures detailing everything your clients and prospects need to know in a clear, succinct manner. Once your clients have them in hand, they’ll stay informed and you’ll stay top of mind. Available brochures include an image brochure, our financial planning capability brochure, our technology brochure and many more to fit your marketing needs. Marketing Questionnaire We’ll provide you with a list of questions that will help you develop your marketing plan.