I have coached advisers in marketing strategies since 1996. In 2001 I launched my full-time marketing strategy, and coaching service. There are 2 target markets
for my coaching; advisers and financial planners.
For advisers, I provide an on-line mentoring service to support the 9 Marketing Modules for advisers. The
underlying strategy is detailed in my free PDF download - Modules 1: Advice Marketing Blueprint. Click here to download this PDF. (It also provides a summary of the 9 Module
For financial planners, I have a thorough understanding of the complex issues facing the industry in Australia -
increased compliance, Royal Commission fall-out, FASEA exams, increased educational requirements, the elimination of grandfathered commissions, licensees opting out of adviser based distribution,
robo advice, etc. At the same time, financial planners are trying to adapt and build a sustainable business for the future.
I assist financial planners who have a long-term commitment to the profession and are seeking to build a practice of the future. Their focus is grasping the
opportunities from these fundamental changes. My role is ensuring advisers are not inward looking or consumed by the current state of the industry. The approach is working together to fast track
their adaptation to change and to leverage their strengths.
The strategy is detailed in the Financial Planner's Marketing Blueprint -
click here for your free copy (PDF
Let me help you assess where you are at, and discuss some options for moving forward. Give me a call on 0417 831 747. No obligation. No charge to have an initial
chat. The ball is in your court.