Empowering advisers to turn expertise into marketing assets.
Since 2001 I have coached advisers, consultants and financial planners across Australia to successfully implement
practical marketing strategies to grow their firms and better engage existing clients. My process is documented in the 6 Step Marketing Blueprint, developed specifically for professionals
There are 2 separate Marketing Blueprints:
For advisers - I have produced 9 Modules (PDF downloads) to implement the 6 steps in the 'Advice Marketing
Blueprint'. For more information click
For financial planners - I have written 7 Guides (PDF downloads) to implement the 6 steps in the 'Financial
Planner's Marketing Blueprint'. For more information click here.
I want the users of my materials to have the tools to be successful. To access new ideas and the practical actions to
achieve their goals. If advisers implement the actions in my materials and articles, I have no doubt their firms will be more successful.
The question often asked by advisers and practice management is "Do I need to invest in on-line marketing and be active on
social media?” The short answer is YES - you need a strong and professional presence where your clients and prospects are. That does not mean on every social media network, but the ones that are
relevant to your target clients.
Gain a competitive advantage by effectively communicating your expertise and advice where your clients of today and
I am an Advice Marketing Strategist and Coach based in Melbourne, Australia. I have a Bachelor of Business, majoring in
marketing, and a Master of Business Administration (MBA). I spend over 80 percent of my working life directly with advisers.
To see my full background and resume visit my LinkedIn profile (http://au.linkedin.com/in/marklaingbusinesscoach) - feel free to send me an invitation to connect.