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. In the digital age it is essential to have consistent messaging and branding across all on-line profiles.
Details
- Publication Date
- May 23, 2016
- Language
- English
- ISBN
- 9781326663087
- Category
- Business & Economics
- Copyright
- All Rights Reserved - Standard Copyright License
- Contributors
- By (author): Mark Laing
Specifications
- Format