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FORMIDABLE Business Program ebooks

Guides and PDFs to Focus Your Business for Outstanding Results

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PO Box 237
Blackburn 3130
VIC AU
Tel 0417 831 737

Financial planner coaching

Mark has coached financial planners since 1996 and in 2001 launched his full-time coaching service.

He has a thorough understanding of the issues faced by advisers. His coaching centres on advisers grasping the new advice based opportunities presented through both the FOFA/ Life Insurance Framework reforms, and digital technology. The key issue is for every adviser to effectively communicate and market the value of their advice.

Mark assists financial planners and practice management to implement the strategies and actions detailed in the 6 Guides he wrote specifically for financial planners. These business and marketing strategies are practical and action oriented to ensure time poor advisers get results and achieve their goals.

With the release of 5 updated marketing Guides in April 2018, Mark will be offering a suite of new coaching packages based around the Guides. These are available now with all discussions and coaching conducted by Mark.

  • On-line Marketing Implementation Discussion (Product code: MS1) - this one-off telephone/ web based discussion assists advisers and practice managers to get started with their marketing strategies. Whilst the Guides provide comprehensive actions and strategies, sometimes its great to speak with the author. (As I find these discussions invaluable in helping me further understand my reader's needs, this session is heavily discounted.) To find out more click here.
  • Monthly Marketing Package (Product code: MS2) - for financial planners wanting more assistance with the ongoing implementation of their marketing strategy, Mark provides a monthly mentoring program to review progress and provide guidance with marketing strategies and campaigns. This service is telephone/ web based. To find out more click here.
  • 9 Module Marketing Program - this program provides detailed instruction in the 9 key initiatives for on-line marketing. It is ideal for advisers and practice marketing staff to gain indepth knowledge to support them in implementing the actions and strategies in the 6 Guides for financial planners. This service is telephone/ web based. To find out more click here.

For an obligation free discussion about Mark’s face-to-face coaching for Australian based clients please contact him on 0417 831 737.