Advice Module 4: Advice Model Statement

Specialist expertise is developed into advice items and a client experience that are tailored to the needs of target client categories and niches. This optimises the value delivered to clients.

The firm's Advice Model Statement documents all advice items, the client experience, target client profiles, and the Pricing Model. (It can also host the Positioning Summaries for individual advisers.)

Use this Module to develop areas of specialist advice and a proprietary advice process.  

As Step 3 in the Advice Marketing Blueprint, an Advice Model is essential in maximising the effectiveness of your marketing as the key criteria of advice, target audiences and pricing are defined. 2023 edition available now.

Comprehensive Module for advisers with detailed instructions on how to write an Advice Model Statement. (Approx 96 pages in total.) 

PDF Modules are delivered immediately using a link in an email generated by Shopify. Local taxes (e.g., Australian GST) are added at checkout.

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