Marketing &

Remain Relevant

Consistently communicating relevant messages to your target audiences is essential to maximizing your firm’s equity value.

Marketing & Communications Components

Marketing Plan

  • Consider firm’s budget
  • Design and implement necessary tools
  • Accountability with ROI and ROTI (Return on Time Invested) tracking
  • Dynamic management


  • Email campaigns
  • Direct marketing
  • Public speaking
  • Social media
  • PR & Advertising

Metrics &

  • Campaign tracking
  • Report efficacy of various marketing methods
  • Adapt marketing plan as needed


  • Corporate marketing culture
  • Budgets
  • CRM (database)
  • Marketing committee meetings

Communicating Your Successes

Proactive Marketing creates and manages marketing and communications plans with an eye to firm goals, budget, individual accountability and ROI:

Develop an achievable, dynamic marketing & communications plan to sustain and expand the corporate brand.
Implement and manage marketing & communications plan to leverage the firm's successes, collaborating with various team members to maximize their ROTI (Return on Time Invested).

Let’s Get Creative!