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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

Six Breakthrough Guides for Financial Planners

Financial planners must effectively market the value of their advice, they can no longer rely on outdated approaches or word-of-mouth referrals.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 - 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. 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 - click here.

The last five guides can be purchased as PDF downloads for only AUD $32.95 each. All prices include GST.

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.