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FORMIDABLE Business Program ebooks

Guides and PDFs to Focus Your Business for Outstanding Results

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PO Box 237
Blackburn 3130
VIC AU
Tel 0417 831 737

SWOT Analysis & Planning Guide for Financial Planners

A business planning guide written specifically for financial planners to set objectives, review current operations and implement projects to achieve strategic objectives.

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This 68 page Guide (available as a PDF download) covers more than conducting a SWOT Analysis - it includes how to set long-term objectives and achieve them using a project based approach. This guide has been written for financial planners and includes detailed checklists that cover the specific concerns and opportunities for advisers.

Edition 2.1.3 (1st February 2017): AVAILABLE NOW as a PDF download for only $32.95 AUD (includes GST) please click here.

The contents of this Guide include:

  • Developed over two decades and and proven on dozens of financial planning practices in four states.
  • Uses a proven business planning template to set goals, review the practice with easy step-by-step actions for conducting a SWOT Analysis on the total practice or its key functions, and how to implement projects to achieve goals.
  • Details how to maximise the benefits from a SWOT i.e.;
    • Take advantage of your strengths
    • Overcome weaknesses
    • Grasp opportunities
    • Minimise threats
  • Lists the key mistakes made by financial planning practice principals/managers that minimise the effectiveness of a SWOT Analysis.
  • Has instructions on how to conduct a brainstorming session.
  • Includes 3 templates - writing your long term goals, identifying your short term issues and a SWOT Analysis template to complete.
  • Has 3 checklists (over 22 pages) of issues to be considered when reviewing your financial planning practice.The extensive checklist reviews specific financial planning issues such as:
    • The move to fees for advice instead of product based commissions
    • Education based marketing
  • In summary - how to use a business planning SWOT Analysis to dramatically improve the results of your practice.