Guide 4: Financial Planner's Guide to Positioning and Branding for Marketing Success

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

This is Step 4 in the Financial Planner's Marketing Blueprint. Comprehensive Guide for Financial Planners on how to use marketing to effectively promote the practice and its advice. Explains how to apply the 5 "Ps" of marketing for clients and referral sources. 2021 Update.

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 for referral sources. (107 pages in total. ) 

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Note: PDF for use of original purchaser only. There is a separate version ( Modules 5 and 6 ) for other professions and consultants.