Year 2 builds directly on the foundation established during your first year with Select Advisors Institute. With your core branding, messaging, website, marketing infrastructure, sales initiatives, and strategic priorities already in place, we can now go deeper, build greater momentum, and focus on the next level of growth.

Together, we will define a new Priority Action List (PAL) of 20 customized deliverables to be executed over the next 12 months.

Your Year 2 PAL can include continued and more advanced work across:

• Branding, positioning, and messaging

• Website development and optimization

• SEO and AEO

• Content, social media, newsletters, and email campaigns

• Video, podcasts, and thought leadership

• Sales strategy and business development

• Client experience and referral strategies

• PR and executive visibility

• Marketing operations, analytics, and automation

• New growth initiatives and opportunities

Rather than starting over, Year 2 takes the work completed in Year 1 and moves it forward, allowing us to optimize what is already working, expand successful initiatives, and tackle more advanced priorities.

Your specific 20 PAL deliverables will be defined together based on your firm's priorities and growth objectives for the coming year.

Investment: $5,200/month
Term: 12 months
Includes: 20 customized PAL deliverables