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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 for financial planners to set objectives, review operations, and implement projects to achieve objectives.

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This Guide (available as a PDF download) covers more than conducting a SWOT Analysis - it includes how to set long-term objectives and achieve your goals 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.

This is the 2nd step in the 6 step approach to implementing a powerful marketing strategy for your practice. 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 long term goals, identifying 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.