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 Goal Setting Guide: "Financial Planner's QUICK Guide to Goal Setting" - This
FREE 31 page 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 six 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. This Guide details practical internet marketing strategies using the practice website, social
media and on-line presence. AVAILABLE SOON - to find out more click
Marketing Guide 4: "Financial Planner’s Guide to Implementing Education Based Marketing" - The fourth marketing Guide explains a strategy ideally suited to communicating an adviser’s expertise – Education Based Marketing (content marketing). This is an essential
strategy 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 or in hard copy format.. AVAILABLE NOW -
to find out more click here.
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.