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Making a marketing program for 2019.

We know what works and what doesn’t to grow your firm. Let us show you firsthand.
Every year it’s the same. You resolve to take advantage of the new year to reinvigorate your business. You start off hot, burning up new ideas, but there are too many to choose from, and you’re not sure what works. Gradually, day to day pressures — especially taking care of your clients, who have to come first — take over again. You’ve accomplished some, but not all. You got lost in a forest of options; you became distracted, and you didn’t get everything done you wanted to.
“Next year,” you say. “I’ll have time to do everything I want and I can do it right, the way I meant to do it.”
Start 2019 off on the right foot — today.
People who write down their goals are much, much more likely to achieve them. That means not only making a simple list, but visualizing how, exactly, you’re going to reach every goal, and what the sub-goals are for each accomplishment. Luckily for you, we’ve already done part of that. You can use our list to get started.
What should be on your “marketing musts” list?
Too much to go into detail on here — that’s the short answer. But we can give you some ideas.
For starters, you can’t know where you’re going if you don’t know where you are. You need a brand review. That way, you can fill any gaps in your plan before you set out on your journey — maybe you need a logo refresh, say. Or maybe you need a new website. Those are some of the basics.
Once you’ve got those goals set — or accomplished — you can move on to more advanced goals. Remember to set “S.M.A.R.T.” goals: specific, measurable, attainable, relevant, and time-sensitive. You can start with an email or email video campaign. From there, you can work on search engine optimization, seminars with online recruiting, a comprehensive social media strategy, and more.
You can also work on very advanced goals such as credibility and thought-leadership building, intent-based leads, and hyper-targeting. Whatever your goals, know that we can help you reach them — we’ve seen it all before. We know what works and what doesn’t. And we know what’s next.
Give us a call today at 800.992.2642 so we can help you make your plan a reality!

Sarah Williams
Director of Marketing Services
As Director of Marketing Services, Sarah manages the annuity channels, marketing programs and corporate messaging that the CreativeOne sales team and producers use to engage prospects and clients. She is passionate about creating efficiencies and increasing productivity in the workplace. Whether she is implementing a new marketing program, looking for a sales solution, leading her team, or working directly with an agent, she is always searching for a way to work smarter to push productivity and increase sales. With more than 10 years of marketing and sales experience, Sarah has developed and implemented marketing programs that connect product and services to consumers and drive sales. At CreativeOne, she manages the marketing services that can facilitate a producer’s success. The role requires understanding both the limits and the potential that producers face each day while operating their practices. Sarah is responsible for administering several producer-facing programs offered by CreativeOne. Most recently, CreativeOne launched the popular Business Accelerator program used by producers to redeem earned marketing credits for services to grow their business. She also oversees the Dynamic Marketing Portal, an online tool housing more than 30 producer-accessible marketing programs that can help producers brand their practices, establish a web presence, and generate leads. Additionally, she leads the Agent Education channel, charged with recruiting prospective agents to attend events and seminars to learn first-hand about the CreativeOne philosophy, services offered, and how the company can partner with producers to navigate the every-changing industry.
Sarah earned a bachelor’s in journalism from the University of Kansas. She and her husband are the parents of two young children. Away from the office, Sarah enjoys Kansas City’s festivals, cultural events, and gardening, and is a wine connoisseur.