Financial Marketing

Over the past several weeks, I’ve given you dozens of low-cost marketing ideas – things you can implement and benefit from right now. But with all these options, it's more important than ever to figure out how to budget the time you expend on your marketing efforts. I recommend the Daily Progress Report, a system created by Allyson Lewis, CFP. You can download the form for free from her website, www.SevenMinuteDifference.com.

Proper use of Lewis's form can help you keep on track. Use it to list your top priorities before you leave the office at night and to make sure you know where you're leaving messages and with whom you're communicating. You can use it to play what Lewis calls the "Five Before Eleven" game-which, in a nutshell, means that you have to get your five top priorities done before 11:00 a.m. each day.