Member Login
User Name:

FORMIDABLE Business Program ebooks

Guides and PDFs to Focus Your Business for Outstanding Results

Member Login
User Name:
PO Box 237
Blackburn 3130
Tel 0417 831 737

Financial Planner's Guide to Positioning and Branding

How to maximise the effectiveness of marketing messages and client communication

Guide 2 - Financial Planner's Guide to Positioning and Branding on Advice for Marketing Success_Lo Res.jpg

Prospective clients want to know, in the most time effective manner, what a financial planner can do for them. What expertise and advice based solutions can the adviser deliver to meet their needs?

Clients are time poor. Increasingly, they use the Internet to find an adviser, or to validate a word-of-mouth recommendation. How effective and consistent are your on-line marketing messages to prompt prospective clients to engage with you?

Be proactive. Use positioning and branding to communicate messages that resonant with clients. Always be demonstrating an understanding of their needs, and featuring the value and benefits of the solutions provided.

It doesn't matter how good your advice is, if you can't communicate its value, or stand out as the 'go-to expert' in your areas of specialisation.

This Guide explains how to establish a clearly defined personal brand for advisers, and implement a positioning strategy for their practice.

AVAILABLE IMMEDIATELY as a PDF download for $32.95 AUD (includes GST) - click here.

Advisers must be positioned as experts on the advice and services relevant to their target clients.

Marketing in the digital age requires consistent positioning and messaging across all on-line profiles and marketing campaigns to build a strong brand and reputation.

This Guide maximises the effectiveness of marketing by explaining:

  • What is positioning for financial planners?
  • How to be positioned against advice and non-advice based competitors
  • How to build on-line marketing assets where target clients are active
  • The Positioning Matrix explained
  • Positioning on the 5 traditional marketing factors
  • How to write an Elevator Speech for an adviser
  • Creating the Client Value Proposition (CVP) for the practice
  • Positioning strategies to generate referrals and Centre of Influence relationships
  • Building a brand through core values
  • A questionnaire to determine how your practice and advisers can benefit from a Positioning Strategy
  • The 4 key steps for positioning and branding a practice (each step is a Chapter with a set of actions to implement)
  • Positioning and branding implementation Checklist

The content is based on two decades of working “hands-on” with financial planners across Australia. It focuses on the key topics for ensuring planners establish a strong positioning and branding strategy to maximise the effectiveness of all marketing.

To obtain a PDF copy immediately - click here.