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Financial planning practices in Australia
are experiencing fundamental change in the way they must service
clients and are remunerated. These changes are both regulatory and
market driven.
For practices which fail to adapt, their
income and client base will progressively decline. Alternatively,
practices which plan and proactively develop their advice and
client service models stand to reap significant rewards from the
opportunities presented by these changes.
The time for financial planners to act is
NOW.
Having coached financial planners since
1996, I have developed a wealth of materials to assist financial
planners in all aspects of managing and growing their practices. In
response to the industry changes I have written two comprehensive
guides specifically for Australian financial
planners:
Financial Planner’s Guide to Positioning for
Advice and Implementing Education Based Marketing -
This
guide focuses on two proven marketing strategies for a financial
planning practice to effectively leverage its expertise –
positioning, and education based marketing. To find out more
click
here.
Financial Planner’s Guide to completing a
FORMIDABLE SWOT Analysis - This guide provides the tools and actions to
set objectives for your practice; conduct a SWOT Analysis,
establish projects, and implement actions. Using financial planning
examples, this guide provides the practical materials to establish
a clear direction for your practice. To find out more
click
here.
Excellent Value for a Total Investment of only $59.30 (incl GST)
for both Guides
Both guides are available now and can be
purchased individually as PDF downloads for AUD $32.95 each or
together for an additional discount of 10% for only AUD $59.30.
(All prices include GST.)
Printed hard copies of the guides are
available for AUD $49.95 each or AUD $89.90 for both. An additional
fee of AUD $4.50 applies for postage and handling through Australia
Post.
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