Financial Planner's Guide to Positioning and Branding on Advice for Marketing Success

Financial Planner's Guide to Positioning and Branding on Advice for Marketing Success

Regular price $29.95 Sale

Financial Planner's Guide to Positioning and Branding on Advice for Marketing Success

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.

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.

Note: for personal use only.