PO Box 237
Blackburn 3130
Victoria
Australia
Tel 0417 831 737 Email Us
SWOT Analysis Guide for AUSTRALIAN Financial Planners
Mark Laing has worked
with financial planners since 1996. This 62 page SWOT Analysis
guide has been written for Australian financial planners and
includes detailed checklists that cover the specific concerns of
planners.
The contents of this PDF
download include:
Developed over 14 years
and and proven on dozens of financial planning practices in three
states.
Contains
easy step-by-step actions for conducting a SWOT Analysis on the
total practice or its key functions.
Details
how to maximise the benefits from a SWOT i.e.;
Take
advantage of your strengths
Overcome
weaknesses
Grasp
opportunities
Minimise
threats
Lists
the key mistakes made by financial planning practice
principals/managers that minimise the effectiveness of a
SWOT Analysis.
Has
instructions on how to conduct a brainstorming session.
Includes
3 templates - writing your long term goals, identifying your short
term issues and a SWOT Analysis template to
complete.
Has 3
checklists (over 22 pages) of issues to be considered when
reviewing your financial planning practice.The extensive checklist
reviews specific financial planning issues such as:
The move
to fees for advice instead of product based commissions
Education based
marketing
In
summary - how to use a SWOT Analysis to dramatically improve the
results of your practice.
Edition 2:AVAILABLE NOW as a PDF download for only
AUD $23.75 (includes GST). This is 34% off the hard copy price of
$36.00. Order your copy now by completing the email order form
below.
