A Year-Round Audit Strategy for Marketing Assets

It can be tempting to adopt a "set it and forget it" approach to marketing—to create new assets like a website, marketing collateral, or an automated campaign and then leave them be. However, like anything built with care, these elements need continuous attention and maintenance.

Information becomes outdated, technology progresses, and occasionally, things require repair. You might find that previously used settings are obsolete or that you're not utilizing new features because you were unaware they existed.

As you develop your 2024 marketing plan, consider scheduling regular audits throughout the year for your:

• Social media profiles

• Online profiles on platforms such as FPA, NAPFA, FeeOnlyNetwork.com, and Wealthtender

• Website

• Marketing materials

• Marketing automation campaigns

• Biographies and professional headshots

• Existing blog posts and videos

Regularly revisiting and updating these components will ensure your marketing assets remain current.