Financial planners must effectively market the value of their advice, they can no longer rely on outdated approaches or word-of-mouth referrals.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 approach to implementing the full marrketing program used the following 7 steps:
Step 1: Download the FREE PDF document - Financial Planner's Marketing Blueprint (click here). This document explains the full approach to implementing the marketing strategies contained in the Guides. Obtain the 33 page PDF download.
Step 2: Downlaod the FREE PDF Guide - Financial Planner's QUICK Guide to Goal Setting
explains the key actions for making a practice goal focused.
Step 3: Buy and download: 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.
Step 4: Buy and download 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.
Step 5: Buy and download 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.
Step 6: Buy and download 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.
Step 7: Buy and download 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
The last five guides can be purchased as PDF downloads for only AUD $32.95 each. All prices include