Listed below are the summaries of the Guides and free downloads written by Mark. The first section details the materials for financial planners. The second
section has the free Marketing Blueprint for professional advisers. The third section has the Guide for selecting and interviewing a business coach. The final section has the free goal setting Guide
for small businesses.
1. Financial Planner Guides
Financial planners must effectively market the value of their advice, they can no longer rely on word-of-mouth referrals or outdated off-line marketing.
Their future success is leveraging their greatest assets of expertise, advice and experience using the reach and engagement opportunities of the Internet.
The approach to implementing the full marketing program uses the following 6 steps:
(Download the FREE PDF document - Financial Planner's Marketing Blueprint (click here). This document provides an overview to implementing the marketing strategies contained in the Guides.)
Step 1: Download the FREE PDF Guide - Financial
Planner's QUICK Guide to Goal Setting click
here.This explains the key actions for making a practice goal focused.
Step 2: Buy and download: Financial Planner's
Guide to Completing a Business Planning SWOT Analysis - This Guide provides the tools and actions to set objectives for the practice;
conduct a SWOT Analysis, establish projects, and implement actions. Using financial planning examples, this Guide provides the practical materials to establish a clear direction for a financial
planning practice. For more information - click here.
Step 3: Buy and download Marketing Guide 1:Financial Planner’s Guide to Implementing an Advice Based Practice - Every financial planning practice needs a
clearly defined Advice Model that appeals to target clients. This marketing Guide details the steps for establishing a fee-for-advice model that is the foundation for adding value to clients. For
more information - click
Step 4: Buy and download Marketing Guide 2: Financial Planner’s Guide to Positioning and Branding on Advice for Marketing Success - Successful marketing
requires clearly defined messages communicated to existing and prospective clients. This Guide details the steps to maximise the effectiveness of all marketing; from branding the practice as a
professional advice based firm, through to positioning advisers as experts. For more information - click here.
Step 5: Buy and download Marketing Guide 3:Financial Planner’s Guide to Social Media and Internet
Marketing - The Internet and social media are essential
resources for engaging existing clients, recruiting new clients, and building referral relationships. PDF available soon - to find out more click here.
Step 6: Buy and download Marketing Guide 4: Financial Planner’s Guide to Implementing Education Based Marketing - This content marketing strategy is essential
for every advice based professional to effectively communicate their expertise and value-adding solutions to clients. For more information - click here.
2. Professional Adviser Marketing Blueprint
This free PDF download is the 6 step marketing blueprint for all professional advisers. It can be used by accountants, lawyers, architects, consultants, IT
specialists, etc. Any professional who provides advice or intellectual property.
3. Business Coaching Guide
The Get Focused Guide to Business Coaching assists business owners to decide if they need a business coach, the type of coaching required, and a set of
questions and criteria for interviewing and selecting the right coach. This comprehensive guide includes all the materials to identify the right coach for your business or firm and ensure you avoid
potential problems. Available NOW. Click
here to find out more about this Guide.
4. Small Business Goal Setting Guide
This free Guide assists business owners to set the strategic objectives and goals for their business. Available
NOW. Click here to find out more about this Guide.