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Financial Planner's Guide to Positioning & Branding for Marketing Success

ByMark Laing

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
PDF

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