Nailing Down Your Marketing Strategy for 2021

Can you believe it is February of 2021? It seems like 2020 totally flew by; however, this does not mean your marketing strategy carried over into the new year! Some of your strategy will still be applicable, but with the constant changes our world is experiencing, it is crucial to stay on top of any new trends and updates to digital marketing for your firm. Keep reading to learn some of 2021’s digital marketing trends!

First, you will first need to review your marketing efforts from last year. With a lot of financial professionals, the pandemic influenced them to increase and improve their social media marketing efforts and strategies to further increase brand awareness and business. 2020 was a different year for everyone and using social media marketing for firms and businesses was a great tool to keep the flow of business going. Not only did social media become an even bigger deal, but everything took a virtual turn: client appointments, team meetings, interviews, dinner seminars, etc.

As we are a little over a month into 2021, it is key to understand that the virtual world will not be going anywhere anytime soon. Some firms will continue virtual meetings and calls, whereas some firms will go back to in-person. To make sure you are staying on track with your goals and the new trends for 2021, check out this article that goes over some of them.

Not only are these trends something to be considered, but you also need to reevaluate your firm’s goals when it comes to your marketing efforts. One of the best practices for setting goals is by following the S.M.A.R.T. goals method. In this blog, we go over exactly what it takes to set S.M.A.R.T. goals. For 2021, this is one of the best routes you can take to really nail down your strategy early on. S.M.A.R.T. goals can be created, reviewed, and revised at any point of the year to improve your marketing strategy.

The most important part of setting up a new marketing strategy is to set deadlines. Why? Well, your strategy will not be useful unless you set a schedule for it! Holding yourself and your team accountable for implementing a new marketing strategy will ultimately increase the success rate of your efforts in the long run.

Want to succeed in 2021? TruChoice Financial would love to talk with you about your goals for this year. To schedule time to speak with us, visit our website at

Financial professionals should follow the approval requirements of the carriers they represent and their Broker/Dealer and Registered Investment Adviser, if applicable.

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