Financial planners must effectively market the value of their advice, they can no longer rely on outdated approaches or word-of-mouth referrals. Their future
success is leveraging their greatest assets - their expertise, competencies and experience.
The following 6 Guides and the Marketing Blueprint are written for financial planners. To sample this approach, download the 2 free PDFs - 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. Download the free PDF immediately - 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. For more information - 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. For more information -
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. PDF 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. For more information - 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. For more information -
The last five guides can be purchased as PDF downloads for only AUD $32.95 each. All prices include
AVAILABLE IMMEDIATELY - FREE Marketing Blueprint for Financial Planners. This document explains the full approach to
implementing the marketing strategies contained in the Guides. Obtain the 29 page PDF download click here.