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Marketing Resources for Advisers

Empowering Advisers to Turn Their Expertise into Marketing Assets

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PO Box 237
Blackburn 3130
Tel 0417 831 737

Welcome to the FORMIDABLE Business Program and ebooks

Marketing and business planning resources for advisers

How many marketing campaigns have you implemented over the past 12 months? Are you taking advantage of on-line opportunities for new clients and referral sources? If you are not leveraging your expertise as a marketing asset, this website has the resources for you.

Mark Laing has written 6 marketing Guides for financial planners and 9 marketing Modules for professional advisers - available as PDF downloads. These practical materials are based on 2 decades of coaching and mentoring advisers, and are detailed in the 6 Step Marketing Blueprint PDF. The Blueprint is available in 2 free versions - financial planners, and advisers, with our compliments.

Small Business Coaching Guide

Does your business need a coach, a mentor or a board of advice? Not sure if coaching is the right option or the best way to select a coach? Concerned about cost?

This PDF Guide contains everything you need to decide if business coaching is the best option for you. Includes a questionnaire for interviewing prospective coaches. To find out more click here.

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Financial Planner Marketing Guides

A complete set of PDF download Guides for financial planners to build a strong brand, engage better with existing clients, and leverage the reach and influence of the Internet to acquire new clients.

Fin Planner Guides


Mark Laing is an Advice Marketing Strategist and is the author of the Modules and Guides for the 6 step Marketing Blueprints.

He provides telephone and web based mentoring plus face-to-face coaching for advisers committed to leveraging their expertise to better engage existing clients and develop new client and referral opportunities.

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