Marketing and business planning resources for advisers
How many marketing campaigns have you implemented over the past 12 months? Are you taking advantage of on-line opportunities for new clients and referral sources?
If you are not leveraging your expertise as a marketing asset, this website has the resources for you.
Mark Laing has written 6 marketing Guides for financial planners and 9 marketing Modules for professional advisers - available as PDF downloads. These practical
materials are based on 2 decades of coaching and mentoring advisers, and are detailed in the 6 Step Marketing Blueprint PDF. The Blueprint is available in 2 free versions - financial planners, and
advisers, with our compliments.