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

This Guide addresses the key issue for advisers of establishing a clearly defined brand and positioning strategy for their practice. It is essential for an advice based practice operating in the digital age to have consistent branding and marketing messages communicated to clients.

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

Advisers must be positioned as experts on the advice and services which are relevant and value-adding to their clients. The practice must have a strong defined brand that is effectively communicated across both on-line and traditional (off-line) media. This Guide addresses the key topics of:

  • What is positioning?
  • Positioning against non-advice based competitors
  • How to build marketing assets
  • The Positioning Matrix
  • Positioning on the 5 marketing factors and expertise
  • Determining your "Elevator Speech"
  • Benchmarking your Client Value Proposition
  • Positioning for referrals
  • Building a brand through core values
  • Can your practice 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) are:
    • Step 1: Determine Client Positioning
    • Step 2; Determine COI Positioning
    • Step 3: Establish Practice Brand
    • Step 4: Write Positioning Statement
  • Positioning and branding implementation and tasks checklist

This Guide 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.