Advice Module 5: Positioning Statement for Marketing Advice

Establish strong brands and effective marketing messages for the firm. A Positioning Statement optimises the effectiveness of all marketing.

This is Step 4 in the Advice Marketing Blueprint. Comprehensive approach for advisers on how to use marketing to effectively promote the firm and its advice. Explains how to apply the 5 ‘Ps’ of marketing for clients and referral sources. 2023 edition.

Details the key tools for creating effective marketing messages including the Client Value Proposition, the four primary positioning criteria, the Positioning Matrix, and how to complete the Positioning Statement. Provides strategies for clients and referral sources. (87 pages in total. )  

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Note: PDF for use of original purchaser only. There is a separate PDF version for financial planners on this website.