Financial Planning Guides

There are 7 downloadable PDF Guides featured in the 6 Step Financial Planner's Marketing Blueprint. The first 2 Guides are free - Marketing Blueprint (FPB1) and Goal Setting (FPB2). The remaining Guides detail the actions and strategies for implementing the full marketing process. Each Guide can be downloaded from this store. The Social Media Guide is being updated and will be available from 18th October 2020. A separate series of 9 Modules is available for advisers, consultants, coaches and service providers to implement the Advice Marketing Blueprint.