Financial Advisor
Marketing Plan

This pre-written Excel plan gives you editable marketing content and structure tailored to financial advisors. It saves time, is fully editable, and adapts to any advisory niche or campaign. Swap copy, channels, and timing without rebuilding the plan.

Editable sections and copy

Tailor channels and offers

Swap text or timelines

Brand fonts and colors

The template uses a Gantt chart layout to show timelines visually and sequence tasks by dependency. You'll see week-by-week bars, start and due dates, and overlaps so campaigns run on schedule. That clarity speeds decisions and reduces missed steps.

Week-by-week timeline view

Task dependencies shown clearly

Dates auto-adjust with formulas

Color-coded task bars

The file includes 30+ ready marketing actions covering email, social, events, referrals, and partnerships. Each action has suggested timing and a sample owner so you can launch faster and avoid forgetting key steps. Actions are written for advisor use-cases.

Email campaign sequences

Social media content calendar

Workshop and event plan

Referral and partner steps

All timelines and task durations are fully editable; change a start date and dependent tasks shift automatically thanks to built-in formulas. That keeps the plan's logic intact when real-world schedules slip or priorities change. It fits short sprints or multi-month campaigns.

Adjust start dates easily

Change task durations quickly

Auto-shift dependent tasks

Supports campaign timeframes

The template shows percent complete per task, highlights overdue items, and aggregates progress at the campaign level. Use the tracking to run concise status meetings and to spot bottlenecks before they delay launches. It makes weekly check-ins quick and factual.

Percent complete per task

Red flags for overdue items

Summary progress bar

Filter incomplete tasks

Assign owners, set clear dependencies, and view handoffs on one sheet so teams don't duplicate work. The plan reduces email ping-pong by making responsibilities and timelines visible. That brings focus to who does what, and when.

Assign owners per task

Clear start and due dates

See task handoffs

Reduce duplicated work

Designed for non-Excel users with color-coded input cells, protected formulas, and on-sheet instructions. You don't need to write formulas or build charts to use it-just fill inputs and update progress. It's beginner friendly but powerful.

No formulas to write

Instructions on-sheet

Protected cells prevent errors

Simple input fields only

Export the plan to PDF or open it in Google Sheets for easy sharing with clients and team members. The layout prints cleanly for meeting handouts and client proposals. It's ready for digital or in-person presentations.

Export to PDF quickly

Works with Google Sheets

Print-friendly layout

Email-ready attachments

A built-in weekly highlight shows current-week priorities, and a simple completion guide lists finished tasks for quick review. Use it to run focused weekly meetings and to keep the team aligned on deadlines and next steps. It keeps momentum week-to-week.

This week's focus tasks

Completion checklist per week

Quick update for meetings

Markers for priority items