Building A Plan

Walks through the Advisor’s six-step PESO workflow (foundation, discovery, integration, measurement, customization, iteration) and how it helps you produce an executable campaign draft, then refine it to match real-world constraints. It emphasizes true channel integration, not four separate lists, and shows how to rebalance when you are over-reliant on one channel. It also supports adapting plans for small teams, limited budgets, and industry-specific realities.