Financial Planner's Marketing Blueprint (free)

The complete Marketing Blueprint for financial planners.

This free PDF download explains the 6 Step process for a practice and its advisers to implement an up-to-date, effective marketing program. Turn your expertise into a marketing asset. Understand the latest on-line marketing strategies. Better engage existing clients and grow new opportunities with prospects and referral sources. 2021 Update.

Written specificaly for financial planners and financial service professionals. Download now to work smart with your marketing and optimse its effectiveness. (43 pages in total.)

Important: PDF Guides 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 all downloads using their paycart. We do not use your address information. Click the Buy button for the download (you are buying it for $0.)  There is a separate version (Module 1) for other professions and consultants.