The following Guides give your financial planning practice a competitive edge. They are based on coaching financial planners in goal setting, business
planning, and a full range of marketing strategies for over 2 decades. Mark is committed to researching and applying the best and most up-to-date marketing practices. He has written six practical PDF
Guides and the Marketing Blueprint specifically for financial planners. To sample his approach you can immediately download two free PDF documents - the Goal Setting Guide (click
here) and the Marketing Blueprint (click here).
FREE "Financial Planner's QUICK Guide to Goal Setting" - This FREE downloadable PDF
Guide explains the key actions for making a practice goal focused. AVAILABLE NOW as a PDF download. To find out more click here.
Marketing Guide 1: "Financial Planner’s Guide to Implementing an Advice Based Practice" - Every financial planning practice needs a clearly defined Advice Model that appeals to target clients. This marketing Guide details the steps for establishing a fee-for-advice
model that is the foundation for adding value to clients. AVAILABLE NOW - to find out more click here.
Marketing Guide 2: "Financial Planner’s Guide to Positioning and Branding on Advice for Marketing Success" - Successful marketing requires clearly defined messages communicated to existing and prospective clients. This Guide details the steps to maximise the effectiveness of all
marketing; from branding the practice as a professional advice based firm, through to positioning advisers as experts. AVAILABLE NOW - to find out more click here.
Marketing Guide 3: "Financial Planner’s Guide to Social Media and Internet
Marketing" - The Internet and social media are essential
resources for engaging existing clients, recruiting new clients, and building referral relationships. AVAILABLE SOON - to find out more click here.
Marketing Guide 4: "Financial Planner’s Guide to Implementing Education Based Marketing" - This content marketing strategy is essential for every advice based professional to effectively communicate their expertise and value-adding solutions to clients.. AVAILABLE
NOW - to find out more click here.
Business Planning Guide: "Financial Planner's Guide to Completing a Business Planning SWOT Analysis" - This Guide provides the tools and actions to set objectives for the practice; conduct a SWOT Analysis, establish projects, and implement actions. Using financial planning
examples, this Guide provides the practical materials to establish a clear direction for a financial planning practice. AVAILABLE NOW as a PDF download. AVAILABLE NOW - to find out more
The last five guides can be purchased as PDF downloads for only AUD $32.95 each (or $49.95 in hard copy
format plus P&H of $4.50 through Australia Post). All prices include GST.
AVAILABLE Now - FREE Marketing Blueprint for Financial Planners. Obtain 22 page PDF download click here.