Guide 1: Financial Planner's Guide to Goal Setting (free)

Guide 1: Financial Planner's Guide to Goal Setting (free)

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A complete Guide to setting goals for all areas of your FP practice. Set a clear direction, make staff accountable, and achieve your goals using practical tools. Specific instructions for setting marketing objectives and shorter term goals.

    This is a free PDF download. It is the 1st Step in the Financial Planner's Marketing Blueprint. 2021 Update.

      Download your free copy now. Start setting marketing objectives and building your practice of tomorrow. (38 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 downloads using their paycart. We do not use this address information. Click the Buy button for the download  (you are buying it for $0.) There is a separate version ( Module 2 ) for other professions and consultants. 

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