CFFP# 17 - How to Jumpstart Your Marketing Plan ft. Janelle Orion


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By Dominique Henderson, CFP® and Dominique Henderson. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Janelle Orion.

Janelle brings 15 years in marketing strategy and coaching to the conversation. Her company Shine Bright Marketing helps businesses gain valuable information from their marketing analytics, data and research to assist in creating marketing content or programs that will increase sales. Her stated goal is to help entrepreneurs feel good in their business with marketing strategy, intention and execution. Today, we’ll delve into what it takes to “jumpstart” your marketing plan!

Welcome to the podcast!

Show Highlights:

  • 0:00 Meet Janelle Orion
  • 1:10 What is Marketing?
  • 5:27 What is a CRM?
  • 12:10 What is Retention Marketing?
  • 17:45 Segmenting Your Database
  • 21:50 How do you formulate your messaging?
  • 26:29 How to Make Your Marketing More Effective
  • 30:50 How Do You Start Marketing Yourself
  • 36:30 What is the MBA?
  • 42:46 Words of Wisdom


What to jumpstart your marketing plan? Check out Janelle’s MBA - Marketing Baseline Assessment by clicking here. Are you a current or aspiring financial professional? Click here to receive my 10 Tips for jumpstarting your career.

Listen to previous podcast episodes, clicking here.

To receive a newsletter digest of Jumpstart community happenings, click here.

Subscribe to the podcast by clicking here.

Want to connect with me? Join my exclusive “tribe” by clicking here.

Want to collaborate? Click here.

Thanks again for listening, reading, and watching!

217 episodes