Advice Module 2: Goal Setting for Marketing Advice (free)

A complete approach to setting goals for all areas of your professional firm with the primary focus on marketing. Set a clear direction, make staff accountable, and achieve your goals using these practical tools. 

This is a free PDF download and the 1st Step in the Advice Marketing Blueprint. 2023 edition.

Download your free copy now. Start setting marketing objectives, grow your client base and fees, build on-line marketing assets, and take control of your future success. (Approximately 44 pages in total.)

Important: PDF Modules are delivered immediately using a link in an email generated by Shopify. As this is a free digital item you do not need to provide shipping information.  However, for security purposes Shopify requires a physical delivery address as part of their compliance for downloads using their pay cart. We do not use your address information. Click the Buy button for the download (you are buying it for $0.)  There is a separate PDF version for financial planners in this store.