Marketing Quick Start Guide
Start Here
Welcome to Breakaway! Watch this short video for a high-level overview of the many marketing resources available for advisors, and how to make the most of them.
How to Use Breakaway Templates
From letterhead and scope documents to social media graphics and brochures, Breakaway has got you covered with ready-to-use templates so you can spend more time on accounting, and less time designing.
Your Marketing & Branding Basics
This video walks you through the basics to help develop a vision for your business, and how to start reaching out to your ideal clients.
Headshot and Bio Refresh
We discuss our annual "storefront refresh" and the importance of regularly updating your headshot, LinkedIn page, and Breakaway landing page. We review why it is so important to show up in these spaces with confidence, and offer concrete ways to craft a strong bio that shows off your authentic personality to potential clients.
Lead Generation 101
Get an overview of lead generation basics, starting with how lead gen, marketing, and sales differ. Then learn strategies for generating leads, and tools for tracking and nurturing them over time.
Access the slide deck here - including links for resources you can start using now:
Network Memory Jogger list for identifying contacts
Cold outreach email templates
Asana template for managing contacts
Networking & Partnerships
Learn how to build a authentic, personalized networking strategy, as well as how to identify, connect, and follow up with contacts you genuinely care about.
Graphic Design 101
Learn how to use the marketing assets linked above, including our brand and logo guidelines, and a beginner’s guide to using Breakaway templates in Canva.
