Example campaign · Three-phase authority programme
Real estate planning authority
An authority programme that puts real estate inside the financial plan: recurring expert editorial, a proprietary planning barometer and a findings webinar or executive briefing.
Six-month concentrated or extended authority option
An anonymised campaign proposal example illustrating an approach. It is not a completed case study and shows no historical results.
The objective
What the programme sets out to do.
Own the conversation about how advisors treat real estate in the financial plan, giving advisors practical education on property-level decisions and a credible research benchmark to talk about with clients.
Audience
Advisors with property-owning clients
Advisors whose clients hold investment property and need help with cash flow, equity and exit decisions.
Audience
Planning-led practices
Firms that build comprehensive financial plans and want real estate properly reflected in them.
Audience
Tax and planning specialists
Professionals advising on hold, sale and exchange decisions and their tax consequences.
Sequence
How the campaign unfolds.
Phase 1
01Expert editorial and hub
Recurring expert editorial on real estate in the financial plan, with a dedicated hub.
- Property-level cash flow and equity education
- Appreciation and exit-tax explainers
- Hold, sale and 1031 exchange decision guides
- Dedicated education hub
Phase 2
02Planning barometer
A proprietary planning barometer measures how advisors handle real estate today.
- Barometer design and questionnaire
- Advisor fieldwork
- Designed findings report
- Findings-led editorial
Phase 3
03Findings and activation
The findings become a webinar or executive briefing, with a possible event activation subject to programming.
- Findings webinar or executive briefing
- Possible event activation, subject to programming
- Permissioned follow-up conversations
- Programme review
Deliverables
What MAA delivers.
- Recurring expert editorial series
- Dedicated real estate planning hub
- Proprietary planning barometer and designed report
- Findings webinar or executive briefing
- Distribution across newsletters, email and social
- Monthly reporting
Measurement
How progress is reported.
- Editorial readership and hub engagement
- Barometer participation by advisor segment
- Report downloads
- Webinar or briefing registrations and attendance
- Permissioned conversations requested
- Monthly reporting against the agreed plan
Ground rules
- No guaranteed AUM, lead or revenue outcomes
- Follow-up only with advisor permission
- Six-month concentrated or extended authority option
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