Guide 2: Financial Planner's Guide to Completing a SWOT Analysis

Review your FP practice to ensure it is resourced to achieve its objectives. Set priorities and projects to implement actions. Includes comprehensive checklists of items to review and instructions for completing a SWOT Analysis.

This is the 2nd Step in the Financial Planner's Marketing Blueprint.  Ensure your practice is fully reviewed to capitalise on its strengths. 2021 Update.

(71 pages in total.)

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Note: PDF for use of original purchaser only. There is a separate version ( Module 3) for other professions and consultants.