1 1

How to Write a Marketing Plan for Your Financial Planning Business

How to Write a Marketing Plan for Your Financial Planning Business

$29.50 USD
$29.50 USD
Sale Sold out
Shipping calculated at checkout.

BusinessBookstore.com Est. 2002

International Order? Book Available on Amazon

  • 196 Pages (8.5 x 11)
  • Money Back Guarantee
  • 120,000+ Happy Customers

Unlock the potential of your Financial Planning Business with our step-by-step guide, How to Write a Marketing Plan for Your Financial Planning Business. This comprehensive workbook is designed specifically for financial professionals looking to create a tailored, actionable marketing strategy. Each chapter features practical exercises, structured activities, and actionable templates that empower you to apply what you learn directly to your business. From understanding your customers to selecting the right marketing channels, this guide covers it all. Don't just read—implement! Purchase your copy today and start crafting a marketing plan that drives results!

View full details

  • Research

    • Identify ideal customers
    • Create customer personas
    • Analyze competitors & trends
    • Find market opportunities

  • Plan

    • Define brand identity
    • Develop pricing strategy
    • Select marketing channels
    • Map customer journey

  • Execute

    • Set budget & goals
    • Track ROI & KPIs
    • Build content calendar
    • Launch marketing campaigns

Book Content

    • Not sure how to conduct effective market research? This book guides you through the process of gathering and analyzing data to better understand your market.
    • Struggling to define your brand identity? Discover how to articulate your unique value proposition and create a compelling brand story.
    • Confused about pricing your services? Learn strategies for setting competitive prices while ensuring profitability in your financial planning business.
    • Unsure which marketing channels to use? Get insights into selecting the most effective platforms to reach your target audience.
    • Having trouble developing a sales strategy? This workbook helps you create a structured approach to converting leads into clients.
    • Worried about tracking your marketing budget? Understand how to allocate resources wisely and measure your return on investment.
    • Need help with implementing your marketing plan? Follow step-by-step instructions to put your strategy into action seamlessly.
    • Feeling overwhelmed by the final assembly of your marketing plan? Learn how to compile all elements into a cohesive and actionable document.
    • Looking for ways to adapt your marketing as your business grows? Discover techniques for adjusting your strategy based on results and changing market conditions.
    • Not sure how to evaluate your marketing efforts? Gain tools to assess the effectiveness of your campaigns and make informed adjustments.

"Don't Fear Failure. Fear being in the exact same place next year as you are today."

Identify Ideal Customers and Analyze Competitors for Advantage

In this section, you will learn how to pinpoint your ideal customers by creating detailed customer personas that highlight their needs and motivations. You'll delve into market research techniques to uncover where your audience can be found and how to analyze competitors effectively. By understanding their strengths and weaknesses, you will identify your unique competitive advantage and discover market gaps and opportunities that can be leveraged to grow your financial planning business.

Activities you will complete in this section:
Define Current Marketing, Customer Personas, Identify Needs, Competitor Analysis, Market Trends, Market Opportunities, Buying Motivations

Build a Strong Brand and Marketing Plan

This section focuses on developing a robust brand identity that resonates with your target audience. You will craft your mission, vision, and brand values while defining your unique selling proposition (USP). Learn how to communicate your brand story and voice consistently across all touchpoints. Additionally, you will explore effective pricing strategies and product offerings tailored to your customer segments, ensuring that your marketing plan aligns with your brand's core principles and goals.

Activities you will complete in this section:
Brand Identity, Mission & Vision, Unique Selling Proposition, Pricing Strategy, Marketing Channels, Sales Tactics, Customer Journey

Launch Campaigns and Track Your Marketing Success

In the final section, you will learn how to implement your marketing plan effectively. Discover how to choose the right marketing channels and develop a comprehensive sales strategy that guides customers through their journey. You'll set measurable goals, allocate your budget wisely, and track key performance indicators (KPIs) to analyze the return on investment (ROI) of your campaigns. With practical tools and templates, you'll be ready to adjust your strategies and maintain momentum for long-term success.

Activities you will complete in this section:
Budget Planning, Set Goals, KPI Tracking, Content Calendar, Campaign Planning, Implementation Timeline, Final Marketing Plan

"What you start today shapes your tomorrow."

Included with your book...

Free Business Forms

Free access to downloadable business forms. The forms include invoices, customer order form, mileage log and expense report, monthly inventory, and sign-in sheet.

Free Planner Sheets

Download and print a free business planner. The Business Planner includes:

  • Monthly Planner
  • Weekly Goals
  • Daily Schedule
  • Quaterly Review
  • Social Media Content Calendar

Special Offers

These offers include free trials and discounts on website hosting, website design, email accounts, search engine optimization, email marketing, business cards and accounting software.

"Opportunities don't happen. You create them."

  • We want you to feel great about your decision. Take your time to enjoy your purchase and put the proven strategies to work for your new business. If for any you are not completely satisfied with your purchase, just let us know within 30 days of purchasing the product, and we will issue you a full 100% product refund.

  •  The Operational Budget section in step 9 of my business plan for my small business gave me a better understanding of the budget I need for my company. 

    - E. Shanahan - Lenox, MA

  •  As complex as business plans are, this has to be the most user friendly software I have ever used. 

    - T. Soto - Wheatfield, IN

  •  The Financial Plan section in my small business plan was easy to fill out and helped me determine my potential for my company. Your product is great! 

    - S. DeLeon - Spokane, WA

  •  The ProBP business plan software is one of the most amazing business plan tools I have ever found! 

    - A. Smith - Mandeville, LA