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FORMIDABLE Business Program ebooks

Guides and PDFs to Focus Your Business for Outstanding Results

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Tel 0417 831 737

Financial Planner's Marketing Blueprint

To thrive in the digital age, financial planners must fully leverage their expertise, knowledge, and experience by creating a strong advice based brand, and sharing content with target clients.

This Marketing Blueprint summarises the 4 key marketing strategies and actions to build a successful financial planning practice. It uses the most up-to-date marketing techniques for engaging existing clients, developing referral sources, and reaching new prospects.

You don’t have to waste hours searching the Internet for marketing ideas – it’s all here!

Click here to obtain your free PDF download of the Financial Planner's Marketing Blueprint – 29 pages with no email address required.

The Blueprint can be used as a checklist for assessing the current marketing capabilities of the practice, and establishing its future marketing direction.

Based on 20 years of coaching, this approach uses the strategies detailed in the 4 Marketing Guides:

  • Comprehensive Advice Model Statement
  • Detailed target client profiles and advice categories
  • Pricing and practice remuneration
  • Positioning Statement for practice branding and campaign marketing messages
  • Client Value Proposition, Mission Statement and Vision Statement
  • Personal branding for advisers as experts and influencers
  • Internet and social media marketing strategies
  • Drip-feed Marketing and Influencer Marketing strategies
  • Education Based Marketing campaigns, viral distribution and referral strategies

Forward thinking advisers are taking advantage of the marketing strategies detailed in this Marketing Blueprint - Click here to obtain your free PDF download.