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

SWOT Analysis & Planning Guide for Financial Planners

A business planning Guide written for financial planners to set objectives, review operations, and implement projects to achieve objectives.

FB - 00001 - A4 Cover - SWOT Guide_FP_Hi_res.jpg

This 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.

AVAILABLE IMMEDIATELY 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.