Guide 3: Financial Planner's Guide to Implementing an Advice Model

Clearly define your advice items and target client niches. Focus on developing areas of specialist advice and a proprietary advice process. Have clarity about your advice based solutions and optimise their delivery to clients.

This is Step 3 in the Financial Planner's Marketing Blueprint. Maximise the effectiveness of your expertise and advice by setting advice based objectives, clearly defining target clients, and establishing an Advice Model and Pricing Model. 2021 Update.

Comprehensive Guide for Financial Planners on how to create an Advice Model - the first step in implementing an effective on-line marketing strategy. This document contains detailed instructions on creating advice items and a proprietary advice process. (120 pages in total. ) 

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Note: PDF for use of original purchaser only. There is a separate version ( Module 4 ) for other professions and consultants.